Our Story
About RIA WorkSpace
Founded in 2007, RIA WorkSpace is a division of InhouseCIO with headquarters in Chicago, Illinois, servicing RIA and financial advisory clients nationwide.
We are a team of professionals focused on providing security, cloud, and managed IT services and platforms customized to the wealth management industry. Our passion is to provide personalized enterprise-level IT services to small- and medium-sized RIA and financial advisory firms that are largely ignored and underserved. We redefine wealth management IT services by utilizing “Fortune 500” strategies paired with our Managed IT and Cloud Platform powered by Microsoft, which is tailor-made for RIAs and financial advisors to proactively manage and support their IT infrastructure. No matter the size of your RIA or financial advisory firm, we provide a complete solution offering proactive IT services, top-level security, and responsive IT support.
Our Vision
With the adoption of cloud computing, the ubiquity of mobile devices, and the ever-changing and increasing threat of cybercrime, the world of IT has undergone a tremendous transformation, especially within the wealth management sector. At RIA WorkSpace, we know that traditional technology solutions are no longer up to the task of facing the challenges, opportunities, and threats that exist today, which is why we encourage RIAs and financial advisors to embrace innovation with our customized solutions paired with our superior customer service.
Small- and medium-sized RIA and financial advisory firms face similar IT challenges to those faced by large enterprises, albeit with limited resources. Considering the increasing complexity of IT, these firms are turning to trusted IT partners who are well equipped to keep their IT infrastructure running smoothly and securely. While many IT services providers focus mainly on large enterprises and provide a generic solution, RIA WorkSpace knows and understands the unique cybersecurity and IT compliance challenges that RIA and financial advisory firms face. With our customized platform, tailor-made with RIAs and financial advisors in mind, we thrive and excel in helping manage and secure their IT operations. Our goal is to make sure any RIA or financial advisory firm that partners with us can rest easy knowing all their IT needs are taken care of with RIA WorkSpace’s comprehensive IT and cloud solutions.
Our Core Values
Passion
We are passionate about our clients, team members, and technology.
Respect
We treat each other and our clients with respect.
Team Synergy
We value the power of working together as a team and the exponential results achieved by collaboration.
Hard Work
We believe in hard work where everyone contributes in-depth knowledge and expertise.
Challenging Ourselves
We don’t shy away from big challenges and always give 100%. It’s okay to make mistakes as long as we learn from them.