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Steven Swansig

Vice President, Financial Sales, Business Development/Relationship Management Professional

Steven Swansig is the Director of Business Development at RIA in a Box, a company that provides compliance solutions and technology for registered investment adviser (RIA) firms.14 He is based in New York City, New York.1

Steven holds a B.A. in Communications from Hofstra University. Prior to his current role, he worked as a Regional VP in Financial & RIA services.4 In his position at RIA in a Box, Steven works with individuals to establish their own independent Investment Advisory practices.3

RIA in a Box, founded in 2005, is a Software-as-a-Service (SaaS) provider that offers compliance and operational software to the wealth management industry.25 The company was acquired by ComplySci in December 2021.2

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Steven Swansig
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Location

New York, New York, United States