RIA in a Box Acquires ITEGRIA, LLC

itSynergy Acquires Comply's Itegria Business

December 18, 2025

IT Services

itSynergy, a Phoenix-based managed IT and cybersecurity provider for Registered Investment Advisers (RIAs), has acquired the Itegria line of business from Comply. Approximately 70 clients will transition to itSynergy as the firm assumes responsibility for IT and cybersecurity services previously delivered through Itegria, enabling Comply to focus on its compliance technology platform.

ComplySci Acquires RIA in a Box

December 9, 2021

Cloud & SaaS

ComplySci has acquired RIA in a Box, a SaaS provider of compliance, cybersecurity, and operational software for the wealth management industry. RIA in a Box will continue to operate under its brand with Will Bressman as President of the combined organizations; the acquisition expands ComplySci's GRC product suite and follows a strategic investment in ComplySci from K1 Investment Management (RIA in a Box had been previously backed by Aquiline Capital Partners).

SmartRIA Acquires Greytwist Data Governance Solution

September 3, 2019

Cybersecurity

SmartRIA acquired the Greytwist Data Governance software platform and related assets in an asset sale, integrating Greytwist's vendor due diligence, PII data governance, and cybersecurity policy management capabilities into SmartRIA's Compliance Management Platform. SmartRIA will bring the Greytwist team aboard to support customers and accelerate the combined product roadmap for wealth management firms.

Altaris Acquires Tegria Services Group from Providence St. Joseph Health

January 6, 2026

Healthcare Services

Altaris has completed the acquisition of Tegria Services Group, Inc. from Providence St. Joseph Health, establishing Tegria as a standalone, Altaris‑backed portfolio company that will continue to serve Providence as a preferred technology services partner. The deal positions Altaris to expand its healthcare services and technology platform capabilities—supporting providers and payers with consulting, managed services, data & analytics, and revenue cycle management.

The Riverside Company Invests in Virtual IT Group

June 21, 2024

IT Services

The Riverside Company has signed a definitive agreement to make an investment in Australian managed service provider Virtual IT Group (VITG). The growth capital will support VITG's platform expansion, organic growth and M&A activity while founder Christian Pacheco remains Managing Director and a significant shareholder.

Cloud Equity Group Acquires Integrated Enterprise Solutions

July 19, 2021

IT Services

Cloud Equity Group (CEG) acquired New York-based Integrated Enterprise Solutions (IES) as a new standalone platform investment. IES — an IT services provider founded in 1998 that offers managed services, cloud, security and HIPAA analysis to small and mid-sized businesses — will continue to operate under its existing management while CEG looks to accelerate growth and expand the company’s geographic reach.