Building the Future of Financial Advisory

Greenbox is a platform designed for the modern world of wealth management.

Our platform connects leading tools with the design that RIAs and their clients want to unlock new relationships, access to new technology and new pathways to create wealth. We empower advisors and clients to run their business and live their lives on their own terms.

Your Way to Make More

A Unified Platform Built for Today’s RIA

Whether you’re an advisor at a broker-dealer wirehouse, an established RIA or thinking about starting your own firm, Greenbox has the tools and community-driven ecosystem to seamlessly onboard, run, scale and modernize your business to make the most of the changing financial landscape.

Build your Business with Greenbox

The modern financial advisor and their clients need modern enterprise software and tools all in one place. Greenbox is a unified platform designed for today's RIAs. It is your integrated system for research, building portfolios and sleeves, executing, backtesting, billing, compliance, report building and more.

With smarter tools and by saving time on platforms and processes, you’re able to focus on connecting with your clients, whether that’s filling your funnel, serving your existing clients in more dynamic ways, or managing more portfolios and clients at once, automated workflows enable you to make more.

A unified platform is an integrated toolkit that empowers RIAs to run their business how they want to by serving clients in the ways they need.

An Ecosystem Co-Developed with RIAs

Greenbox puts RIAs at the center of our platform design—and our design process. Our user-centered approach to design incorporates user co-development into the tools we build, allowing RIAs to be involved in the shaping of our products based on their workflow, specific needs and the evolution of their business.

We understand that every RIA has distinct business demands and every client has their own unique journey. Whether that means marketing your firm to attract new clients, integrating AI facilitation into your workflow, or start executing using options or direct indexing, Greenbox is the platform to provide usable and efficient tools by first understanding how RIAs–and their clients—want to use them.

Our user-centered approach extends to a co-designed onboarding process and support mechanism that assists RIAs in migrating data, as well as learning new tools and platform features.

The Right Time to Go Independent

Now more than ever, advisors are breaking from wirehouses to have greater control of their books of business, the ways they can serve clients and opportunities to make more. By 2027, RIAs are projected to comprise one-third of the advisory market.

Greenbox is designed to meet the needs of advisors going independent by offering the tools to run your business—and scale it—without missing a beat.

Independent and Ready to Scale

RIAs outside of wirehouses know the challenges of running a multi-million/billion-dollar business. Greenbox is designed to serve every aspect of your business—from marketing to compliance—while providing access to new tools that were once only for institutional use, like backtesting, algorithmic trading and direct indexing.

Starting Your Firm

Starting a business from scratch can seem daunting. In addition to providing the tools to research, trade and communicate, Greenbox has the tools you’ll need to get your business started, fill your funnel, grow it and connect with other RIAs and clients who may be able to help you on your journey.