TradePMR
Financial Software · Florida, United States · 51-200 Employees
View Company Info for Free
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
Jan
Feb
Mar
Apr
May
ZI Rank
2
3
2
2
1
1
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
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is TradePMR your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at TradePMR
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if TradePMR has recently received funding, and reach out quickly before it becomes old news!
Earning: See what the market has to say on TradePMR recently announced quarterly report
Product Launch: Get notified when TradePMR launches new products
Website visits: Recent activity has been detected on your website
Check out if TradePMR is spiking on competitors!
Click to see if TradePMR had a recent Job posting/layoffs
Funding: Get notified immidiatlly once TradePMR has new funding data
TradePMR, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to TradePMR
Compare insights from companies similar to TradePMR, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
TradePMR is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
TradePMR is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about TradePMR.
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
Top Financial Software Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding TradePMR
Sign Up For FreeTo access detailed company insights
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
