49
Growth Score
pts
Heat Score
-1 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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CloudRIA is an online business management platform developing tools that help investment advisors share information with stakeholders.
Ryan Terwedo: President and Director
Chadwick Blythe: Advisory Board MemberPast Role: Advizr, President & Chief Revenue Office
About the Company
cloudRIA, Inc. develops and delivers tools for RIA (Registered Investment Advisors) firms to invite and share information with customers, companies and service providers online. It offers RIA OS that includes workflow wizards to capture employees' knowledge; options to manage client relationships, PortfolioCenter and other portfolio management
systems, and custodial integrations; financial planning applications, marketing applications, and compliance tools; and solutions to send and store encrypted documents. The company was incorporated in 2012 and is based in Seattle, Washington.
