Roffice
ROffice is a vetted-services marketplace connecting independent financial advisors and RIAs with remote administrative, compliance, bookkeeping, paraplanning, and fractional office management support, delivered through an integrated portal.
- Company typePrivate
- Founded2023
- HeadquartersMelbourne, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Roffice does
ROffice operates a two-sided professional services marketplace that connects independent financial advisors and RIAs with vetted remote administrative, compliance, bookkeeping, and paraplanning support staff. The company's core offering is the ROffice Portal, integrated with major wealthtech platforms (Redtail, Wealthbox, Salesforce, Orion) and leading custodians (Schwab, Fidelity, Pershing), which enables matched professionals to operate directly inside an advisor's existing technology stack.
Service breadth extends beyond core staffing to include fractional office management, compliance outsourcing and consulting, transition preparation and assistance, and add-on offerings in marketing services and business valuation. ROffice curates talent with financial-services domain expertise, reporting more than 1,000 vetted applications, and embeds transition support as a specialty following its partnership with Rossby Financial.
Revenue is generated through a hybrid model combining pay-as-you-go hourly usage and fractional or full-time subscriptions, targeting independent advisors and small RIA firms that need flexible operational capacity without full-time hires. The company is privately held, bootstrapped, headquartered in Melbourne (US), and operates with a small team (1-10 employees) since founding in 2023.
Roffice firmographics
Firmographics- Name
- Roffice
- Legal name
- ROffice
- Website
- https://roffice.team
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ROffice is a vetted-services marketplace connecting independent financial advisors and RIAs with remote administrative, compliance, bookkeeping, paraplanning, and fractional office management support, delivered through an integrated portal.
- Ownership category
- akta.pro rank
Roffice industry classification
Industry- Product category
- Financial Advisor Staffing Services
- NAICS
- Employment Services (5613), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Employment Agencies (7361)
- akta.pro primary industry
- M&A HR Advisory (Due Diligence, Integration, Carve-outs) (BPACAJAL)
Keywords
Where Roffice is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- United States
- HQ region
- North America
Markets served
Roffice business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Professional Services Delivery: ROffice provides financial advisors access to skilled individuals for administrative tasks, compliance support, bookkeeping, paraplanning, and transition assistance. Revenue is generated through hourly, fractional, and full-time service engagements where advisors pay only for what they use.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Pay-as-you-go | Hourly/As-Needed Support |
| Subscription | Monthly | Fractional Support |
| Subscription | Monthly | Full-Time Support |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Roffice product offering
Product offeringCore offering
ROffice operates a web-based portal that connects financial advisors and registered investment advisors (RIAs) with vetted administrative professionals. The platform delivers services including virtual assistance, compliance outsourcing, fractional office management, bookkeeping, paraplanning, and transition consulting, offered on hourly, fractional, or full-time bases with no upfront commitment.
Product overview
ROffice is a flexible staffing platform that connects financial advisors with skilled administrative professionals. The core offering consists of a portal (ROffice Portal) that provides access to multiple service lines including Virtual Assistance/CSA, Compliance Outsourcing & Consulting, Fractional Office Management, Bookkeeping, Paraplanning, and Transition Prep & Assistance. These services are offered on hourly, fractional, or full-time bases to fit advisor business needs. Additional offerings include Marketing Services and Business Valuation. The platform acts as a matchmaker, vetting service providers and managing compliance verification, onboarding, and payment.
Differentiator
Problem solved
Functional benefit
Products and services
- Virtual Assistance / CSA Provides financial advisors with access to experienced virtual assistants for scheduling, paperwork, account maintenance, client communication, and other administrative tasks.
- Compliance Outsourcing & Consulting Helps registered investment advisors manage compliance tasks effectively, allowing them to focus on core business while remaining compliant with regulations.
- Fractional Office Management Provides fractional support to identify office inefficiencies and improve processes through custom workflows and CRM implementation.
- Bookkeeping Financial bookkeeping services to help advisors stay on top of their company's financials.
- Paraplanning Connects advisors with paraplanners to create comprehensive financial plans, available on an hourly or start-to-finish basis.
- Transition Prep & Assistance Expert transition consulting services to help advisors prepare for and navigate firm transitions with experienced consultants.
- Marketing Services Includes social media management, website building, content creation, and public relations support to help advisors promote their businesses.
- Business Valuation Valuation services for advisors looking to buy or sell a practice, providing the foundational step in understanding a business's worth.
- ROffice Portal A web portal that connects financial advisors with vetted administrative professionals, enabling flexible staffing solutions from hourly to full-time arrangements.
Companies that use Roffice
Customer profileSegments1 record
Ideal customer profiles2 records
Roffice technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
Feature2 records
Roffice partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Rossby FinancialcoreROffice has partnered with Rossby Financial to address RIA transition challenges. The partnership aims to tackle what Grier Rubeling describes as a 'seesaw effect' in the RIA transition process. Rubeling has joined both Rossby Financial and ROffice to lead transition services, bringing consultant expertise to the partnership.
Scale indicators3 records
Recent moves4 records
Expansion highlights4 records
Roffice competitors and assessment
Company assessmentDirect peers
- Smartria: Compliance and oversight platform purpose-built for RIAs. Comparable to ROffice's compliance outsourcing and consulting offering, serving the same buyer persona with adjacent back-office tooling.
- fpPathfinder: Delivers compliance, operations, and paraplanning tools for financial advisors. Comparable to ROffice's paraplanning and fractional office management services, addressing similar RIA back-office workflows.
- RIA in a Box: Provides compliance, operations, and back-office support services to RIAs. Directly comparable to ROffice as both target the same RIA customer base with compliance and operational staffing solutions.
Emerging players
- Wealth.com: Estate planning technology platform for financial advisors. Comparable to ROffice as a fintech serving RIA back-office workflows, with overlapping paraplanning-adjacent use cases.
- AdvicePay: Billing and payments platform built for financial advisors. Comparable to ROffice as an emerging fintech targeting RIA operational efficiency, though focused on a narrower payment workflow.
- Snappy Kraken: Marketing automation and lead generation platform for financial advisors. Comparable to ROffice's marketing services add-on, serving the same RIA persona with growth-oriented tooling.
Broad incumbents
- SmartAsset: Financial advisor marketing and lead-generation platform. Comparable to ROffice's marketing services add-on, though at much greater scale and with a broader consumer-facing funnel.
- XY Planning Network: Network and support organization for fee-only financial advisors. Comparable to ROffice as it provides community and operational resources that reduce advisor back-office burden.
- Kitces.com: Leading financial advisor technology and education platform. Comparable to ROffice as a destination resource helping advisors improve practice operations and technology decisions.
- Orion Advisor Technology: Established wealth management technology platform with integrations across the RIA tech stack. Comparable to ROffice as a back-office ecosystem player serving advisor operational workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Roffice social profiles
Digital presenceRoffice financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roffice leadership team
Management profileNumber of profiles
Profiles4 records
Roffice funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roffice M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Roffice
What does Roffice do?
ROffice operates a web-based portal that connects financial advisors and registered investment advisors (RIAs) with vetted administrative professionals. The platform delivers services including virtual assistance, compliance outsourcing, fractional office management, bookkeeping, paraplanning, and transition consulting, offered on hourly, fractional, or full-time bases with no upfront commitment.
Is Roffice a public or private company?
Roffice is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Roffice founded?
Roffice was founded in 2023. It employs 1 to 10 people.
Where is Roffice based?
Roffice is headquartered in Melbourne, United States, in the North America region.
How does Roffice make money?
One revenue line is on record: professional Services Delivery.
Who are Roffice's main competitors?
Direct peers on record are Smartria, fpPathfinder and RIA in a Box. Emerging players are Wealth.com, AdvicePay and Snappy Kraken. Broad incumbents are SmartAsset, XY Planning Network, Kitces.com and Orion Advisor Technology.
Does Roffice have an API?
No public API is recorded for Roffice.
What industry is Roffice in?
Roffice's product category is Financial Advisor Staffing Services. Its primary akta.pro industry code is BPACAJAL, M&A HR Advisory (Due Diligence, Integration, Carve-outs). Its NAICS code is 5613 and its SIC code is 7361.