Maybe vs RIA In A Box
MaybeWealth Management
FreePublished price
RIA In A BoxCompliance Management
CustomPublished price
Maybe Wealth Management Open source personal finance. | RIA In A Box Compliance Management It's time to make compliance manageable. | |
|---|---|---|
| Overview | ||
| Category | Wealth Management | Compliance Management |
| What it is | Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source. | COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools. |
| Pricing | ||
| Published price | Free A free or open-source offering is publicly available, but no authoritative current paid starting price was verified; paid or enterprise access is quote-based where offered. | 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 | Not available | Custom quote |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2024 | 2005 |
| Team size | 1-10 employees | 51-200 employees |
| Headquarters | Open Source | New York, NY |
| Featured clients | Personal finance enthusiasts | Not available |