TradePMR
Financial Software · Florida, United States · 51-200 Employees
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Overview
Headquarters
2511 NW 41st St, Gainesville, Florida, 3...Phone Number
(352) 332-8723Website
www.tradepmr.comRevenue
$19.9 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
3
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About TradePMR
TradePMR works with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and custodial support to transform their businesses. True to its roots, TradePMR focuses on empowering advisors and their support staff with the tools they need to effectively manage their business and provide exceptional support and service to their clients.Explore more
TradePMR Org Chart
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Company Profile Activity
Activity Insights
TradePMR is experiencing very low activity levels compared to other companies in the Software sector.
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TradePMR financials insights
Gather financial insights about TradePMR, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
TradePMR Tech Stack
A closer look at the technologies used by TradePMR
Most Recent Scoops
Person-Based
Customer Experience, Financial Strategy
Person-Based
Acquisitions
Person-Based
Person-Based
Layoffs, Artificial Intelligence
Person-Based
Application Development, Software
TradePMR News & Media
Mili and TradePMR: An integration designed to bring AI-powered workflows to advisors on Fusion
Mili's integration with TradePMR's Fusion enables financial advisors to move from client meeting to trade orders, pre-filled forms, and CRM updates without leaving their workflow. CLEARWATER, Fla. and SUNNYVALE, Calif., May 28, 2026 /PRNewswire/ -- Mili, an AI platform for wealth...TradePMR Promotes Scott Victoria to President
The custodian also created a new position, head of RIA strategy, and appointed Kate Mapstone, a strategic advisor at Robinhood, to fill the role.RIA wrap: Robinhood's TradePMR scores as $3B Wells Fargo team launches indie RIA
Meanwhile, Farther and Brooklyn Fi land separate strategic investments to support scaling and expansion efforts, and Arkadios adds a nearly $300 million team to its independent growth platform.Robinhood, TradePMR Join Growing Referral Space
They’re just the latest firms to join the referral space, an area of wealth management that is ramping up.
Read more news
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Frequently Asked Questions Regarding TradePMR
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TradePMR works with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and custodial support to transform their businesses. True to its roots, TradePMR focuses on empowering advisors and their support staff with the tools they need to effectively manage their business and provide exceptional suppo... Read More
