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goRIA
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goRIA was founded by former regulators and wealth management executives to empower financial advisors seeking independence. The company's mission is to simplify the process of establishing and managing a Registered Investment Advisor (RIA) firm. It provides an all-in-one "operating system" for RIAs that combines a state-of-the-art compliance technology platform with expert, hands-on guidance. The platform and services are designed to streamline critical functions such as initial registration, ongoing compliance, billing, and other operational tasks, allowing advisors to focus on serving their clients and growing their business.
United States
Industry
Technology
Financial