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AUM in a Box

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United States

Founded in

2011 (14 Years)

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Company Information

Get to know AUM in a Box

AUM in a Box is a consulting and service firm that specializes in providing an all-in-one solution for starting and managing investment management businesses. Their "in a Box" products offer a complete package that includes legal entity formation, regulatory registration with the SEC or state authorities, development of compliance programs, and the provision of essential operational technology and back-office support. The company's mission is to simplify the complex, time-consuming, and costly process of launching a fund or investment advisory firm, making it more accessible to talented managers.

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Industry

  • Technology Broker SetupPRIMARY
  • Financial Other Service
  • Technology White Label Platform

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