The Ledger
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Bressman: RIA in a Box makes directionally $750k monthly revenue
“It's directionally correct. Yeah.”
Bressman acquired RIA in a Box in 2012 as pure consulting firm
“The company was started in 2000, in 2006, but we got involved in 2012. And you know, at that time he really had a consulting business that was not tech enabled. There was no real sort of internal or external technology”
Bressman: RIA in a Box partnered with Aquiline Capital Partners
“We partnered with a private equity firm here in New York called Aqualine Capital Partners, and the idea really with joining with them was to give us that next phase of capital and really kind of expand our capabilities and our ability to serve the market.”
Bressman: RIA in a Box serves 1,800 of 30,000 potential firms
“We're working about 1800 firms. There's roughly 30,000 or so we can be working with.”
Bressman: RIA in a Box Gross Retention Exceeds 90%
“We're above sort of 90% in gross retention and even higher in what we call preventable retention.”
Bressman: RIA in a Box Has CAC Payback of Under a Year
“We typically operate in sort of a year or less as our payback.”
Bressman: Content Marketing Is RIA in a Box's Primary Acquisition Driver
“But our primary customer acquisition channel has really been content. And for us that's just been a huge driver of growth in our business.”
Bressman: Financial Advisors Are Increasingly Leaving Big Institutions to Go Independent
“You know, all that stuff is typically handled in house, but increasingly those advisors are going off and being independent.”
Bressman: RIA in a Box pricing ranges from $5k to $15k annually
“So we're sort of in the range of like five to 15,000 per year.”