Finary vs RIA In A Box
FinaryWealth Management
$59/yearPublished price
RIA In A BoxCompliance Management
CustomPublished price
Finary Wealth Management Investir et gérer son patrimoine | RIA In A Box Compliance Management It's time to make compliance manageable. | |
|---|---|---|
| Overview | ||
| Category | Wealth Management | Compliance Management |
| What it is | Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios. | COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools. |
| Pricing | ||
| Published price | $59/year Finary publishes a free plan and annual paid tiers starting at EUR 54.99/year, shown as EUR 1.05/week. Plus is EUR 149.99/year and Pro is EUR 349.99/year; trial language on the pr… | 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 model | Tiered plans | Custom quote |
| Free options | Free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2020 | 2005 |
| Team size | 11-50 employees | 51-200 employees |
| Headquarters | Paris, France | New York, NY |