Trust Company of America (Trust Co.), an independent technology and custody provider for RIAs, has entered into a strategic alliance with RIA in a Box, a RIA registration and compliance firm, to help breakaway brokers.
The alliance is an important addition to Trust Company of America’s Advisor Pathways program, which assists RIAs in choosing a new career direction – whether they want to start an independent RIA, join an existing one, or sell their practice and exit the market.
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"The strategic alliance with RIA in a Box adds great value to our Advisor Pathways program," said Josh Pace, senior vice president of business development at Trust Company of America. "We’re excited to partner with an industry leader to provide compliance and registration to newly independent advisors coming onto our platform."
As part of Advisor Pathways, Trust offers consulting to advisors making a significant career move. The firm provides a variety of resources to support advisors in career transitions, including back office support, RIA-branded statements, custody, technology platforms, and a simplified conversion process.
The alliance with RIA in a Box is another strategic move Trust Co. is making to help solidify its foothold in the RIA marketplace.
In late April, Denver-based Trust Co. announced that it had added eight new advisors to its custodial platform, bringing total assets under custody to $12 billion.
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