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Fieldguide vs RIA In A Box

Fieldguide logo
FieldguideAudit Management
CustomPublished price
RIA In A Box logo
RIA In A BoxCompliance Management
CustomPublished price
Fieldguide logo
Fieldguide
Audit Management

Practitioner led. Agent executed.

RIA In A Box logo
RIA In A Box
Compliance Management

It's time to make compliance manageable.

Overview
CategoryAudit ManagementCompliance Management
What it isWorkflow automation platform for audit and advisory firms with engagement management.COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools.
Pricing
Published priceCustom
AI-native platform for audit and advisory firms; subscription pricing is tiered by firm size and needs but is not published. Quote-only via sales/demo.
Custom
No public pricing; disclosed only via demo. Historically offered tiered plans (e.g., Standard/Premium/Comprehensive) for SEC- and state-registered firms with optional add-ons. Now…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20192005
Team size51-200 employees51-200 employees
HeadquartersSan Francisco, CANew York, NY

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