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RIA in a Box Moves Cleveland Office to Pinecrest to Accommodate the Firm's Rapid Growth and Expansion


News provided by

RIA in a Box

Apr 03, 2019, 09:00 ET

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CLEVELAND, April 3, 2019 /PRNewswire/ -- RIA in a Box, a leading provider of compliance, operations and registration software solutions for the wealth management industry, today announced the opening of their new Cleveland-area office in Pinecrest, Cleveland's newest mixed-use district. The new Pinecrest development, located in Orange Village, features new state-of-the-art offices coupled with a diverse array of restaurants, shopping and apartments.

As the company plans to have a record-setting 2019, the new office will provide capacity for future growth. Designed by LTN Enterprises and HSB Architects, the new workspace features a welcoming, functional and innovative office that will suit the needs of the growing company, in addition to a Cleveland-themed mural by local artist Garrett Weider. Andrew Coleman, first vice president at CBRE, represented RIA in a Box in the office lease transaction.

"Our employees are our greatest asset, which is why RIA in a Box is committed to building and creating the best possible work environment for our team," said RIA in a Box president GJ King. "We attribute our sustained growth to our dynamic company culture, talented employees, and the unmatched regulatory compliance support we provide to financial advisors. With this new footprint, we're excited to attract Cleveland's top talent, while continuing our mission of being an incredible place to work. We couldn't be more excited to bring more jobs and innovation to the Cleveland region which we cherish so dearly."

Presently, RIA in Box employs over 45 employees nationally with its two central hubs located in the New York City and Cleveland areas. The company is comprised of leading financial advisor regulatory and industry experts including former regulators, advisors and technologists.

"The vibrant mixed-use environment we've created at Pinecrest is an ideal fit for an innovative firm like RIA in a Box," said Adam Fishman, principal, Fairmount Properties. "This type of setting attracts and retains premium talent – it's a place where employees can live near where they work, be surrounded by outstanding places to shop and dine, unwind in a park-like setting and connect with other like-minded individuals. We're thrilled to welcome the RIA in a Box team and look forward to being part of their growth."

If you're interested in learning more about RIA in a Box, please visit: http://www.riainabox.com/.  

About RIA in a Box LLC

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.

SOURCE RIA in a Box

Related Links

http://www.riainabox.com

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