RIA in a Box to grow in Orange Village
RIA in a Box, which provides investment advisers with the leading compliance software tools and support for establishing, protecting and optimizing their registered investment adviser (RIA) firms, has announced plans to expand its Orange Village operations. This expansion is expected to result in 90 new jobs in Northeast Ohio.
The rapidly growing company currently has its primary operations located in the Cleveland area and New York City. The decision to expand operations in the Cleveland area was based in large part on the area’s success in providing RIA in a Box with robust and supportive financial technology ecosystem.
“We’re excited to attract Cleveland’s top talent, whether that talent is already here or considering a relocation to the Cleveland area,” said RIA in a Box president GJ King. “We are committed to bringing more jobs and innovation to the Cleveland region while continuing our mission of being an incredible place to work.”
Joe Roman, president and CEO of the Greater Cleveland Partnership, which collaborated with JobsOhio and Team NEO to facilitate the expansion, shared insights into the region’s strengths. “RIA in a Box’s decision to invest in Cuyahoga County speaks volumes about the company’s confidence in Greater Cleveland as the right place to achieve long-term sustainable success. The GCP looks forward to supporting RIA in a Box, its on-going operations and future growth in our market.”
Team NEO CEO Bill Koehler added, “We welcome the expansion of RIA in a Box, which has become an important member of our business and FinTech communities. By helping investment advisers build new businesses not only in Northeast Ohio but across the nation, RIA in a Box helps strengthen our local, regional and national economies.”
About RIA in a Box
RIA in a Box is a leading provider of compliance software to the wealth management industry. Launched in 2005, RIA in a Box is led by Will Bressman and GJ King who transformed the business into the market leading SaaS-based compliance solution focused on the RIA industry. Over 1,700 RIAs of varying size use the platform to increase compliance workflow efficiency and to automate regulatory requirements. For more information about RIA in a Box, please visit www.riainabox.com.
About Greater Cleveland Partnership
With more than 12,000 members, the Greater Cleveland Partnership (GCP) is one of the largest metropolitan chambers of commerce in the nation. GCP is focused on driving the economic vitality of our region through building a strong and thriving climate for the broad business community, including small businesses, middle-market companies and large corporations.
About Team NEO
Team NEO is an economic development organization focused on creating jobs for Northeast Ohio’s residents. In collaboration with our partners, it leads the region’s business attraction efforts, supports business retention and expansion work as Northeast Ohio’s JobsOhio affiliate, accelerates the impact of innovation in the region, and aligns strategies and resources within the economic development network to maximize its impact. In addition, Team NEO provides tools to assist employers in attracting talent to the region.
The Northeast Ohio economic development network provides business decision makers with access to customized solutions that accelerate growth, foster innovation and mitigate risk through a connected and collaborative ecosystem. For more information, visit teamneo.org.
JobsOhio is a private, nonprofit corporation designed to drive job creation and new capital investment in Ohio through business attraction, retention and expansion efforts. JobsOhio works with six regional partners across Ohio: Appalachian Partnership for Economic Growth, Columbus 2020, Dayton Development Coalition, REDI Cincinnati, Regional Growth Partnership and Team NEO. Learn more at jobsohio.com.