Many RIAs deal with computer, IT and cyber security headaches especially as IT gets more complex. These RIAs have similar IT challenges as large enterprises, but with limited resources. RIA Workspace provides your RIA with an assigned team and proven IT processes so you can eliminate your IT headaches, have some peace of mind and keep your IT operations running smoothly and securely.
| Website | http://www.riaworkspace.com |
| Revenue | $5 million |
| Employees | 12 (7 on RocketReach) |
| Founded | 2007 |
| Address | 8770 W Bryn Mawr Ave Suite 1300, Chicago, Illinois 60631, US |
| Phone | +1 773-530-1234 |
| Technologies |
JavaScript
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HTML
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PHP
+38 more
(view full list)
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| Industry | IT Services and IT Consulting, Information & Document Management, Business Services |
| Keywords | Wealth Management Technology, Financial Advisor Technology |
| Competitors | Salesforce, Schwab Advisor Services, SS&C Technologies, Morningstar, Addepar, eMoney Advisor, InvestCloud, Inc., Advisor Technology Svcs LLC, Wealthbox, Redtail Technology +37 more (view full list) |
| SIC | SIC Code 73 Companies, SIC Code 737 Companies |
| NAICS | NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 5415 Companies |
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RIA WorkSpace Questions
The RIA WorkSpace annual revenue was $5 million in 2026.
David Kakish is the President and CEO of RIA WorkSpace.
7 people are employed at RIA WorkSpace.
RIA WorkSpace is based in Chicago, Illinois.
The NAICS codes for RIA WorkSpace are [54, 541, 5415].
The SIC codes for RIA WorkSpace are [73, 737].
Top RIA WorkSpace Employees
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David Kakish
President and CEO at RIA WorkSpace
Chicago, IL, US35+ -
Mark Peterson
Marketing Manager at RIA WorkSpace
Chicago, IL, US1 -
Adam Kaleta
Business Development Manager at RIA WorkSpace
Chicago, IL, US11 -
Robert Roth
Cloud Infrastructure Engineer at RIA WorkSpace
Des Plaines, IL, US1 -
Joe Gutierrez
Service Team Coordinator at RIA WorkSpace
Chicago, IL, US11
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