Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools. Member FINRA/SIPC
Greater Tampa Bay, FL
Joined November 2010
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“We understand the issues poor service causes advisors. What if that trend could be eliminated? How big could you grow?”
Founder and CEO Robb Baldwin started TradePMR to help solve the problem of inadequate service for RIAs. Nearly three decades later, providing amazing service is still at the core of what we do.
Hear what Robb has to say about why RIAs choose TradePMR 👇
#RIA #WealthManagement #TradePMRbyRobinhood
Schedule a call with our team to learn more about the TradePMR difference: getthere.tradepmr.com/schedu…
Is your firm ready for RIA technology developed by input from actual users?
For TradePMR by Robinhood’s Fusion platform, we’re always taking in feedback from RIAs and regularly ship updates built from their suggestions. Their wants and needs help drive our product roadmap.
Learn about Brown Miller Wealth Management’s experience working directly with TradePMR teams to help implement meaningful updates to our RIA platform.
#RIA #WealthManagement #TradePMRbyRobinhood
Brown Miller Wealth Management and TradePMR are unaffiliated companies.
Time for a change? Learn more about the TradePMR difference: getthere.tradepmr.com/hear-f…
ICE Connect Wealth is now integrated with TradePMR by Robinhood’s Fusion platform.
Built for investment and wealth management workflows, the ICE Connect Wealth offering provides RIAs with:
✅ Comprehensive tools to analyze portfolio and market data
✅ Trade support for private labels
✅ API integration with third-party and back-office applications, as made available by ICE
Learn more about our integrations: tradepmr.com/integrations
#RIA #WealthManagement #TradePMRbyRobinhood #Wealthtech
ICE Connect Wealth and TradePMR are unaffiliated companies.
“We truly feel like they know us and understand our needs.”
When making the move from a wirehouse to launching an RIA, Brian Bischoff and his team at Bischoff Wealth Management chose to go with TradePMR.
Learn why a boutique custodial services provider focused exclusively on RIAs might be the best path for your firm’s growth.
#RIA #WealthManagement #TradePMRbyRobinhood
Bischoff Wealth Management and TradePMR are unaffiliated companies.
Appleton Partners, we’re lucky to be working with you 🍀
The Boston-based team came out in full force to meet with TradePMR by Robinhood’s Bill Coppell, Jim Shores, and Charlie Latimer on our fall advisor visits. We’re excited to work on bigger and better things together!
Thank you for having us, Appleton team!
#RIA #WealthManagement #TradePMR #Robinhood
Appleton Partners and TradePMR are unaffiliated companies.
Preparing for a custodial change can be daunting. We help make it easy.
Learn how Pure Financial (previously Fairhaven Wealth Management) successfully transitioned $700 Million to TradePMR in six weeks 🏃👇
Get the case study here getthere.tradepmr.com/fairha…
#RIA #WealthManagement #TradePMRbyRobinhood
Pure Financial and TradePMR are unaffiliated companies.
We’ve been building a relationship with Argonautica Private Wealth for 5 years, and the ship is far from being sailed 🚢
Relationship Manager Jim Shores recently visited the firm to check in, walk them through recent platform upgrades, and gather feedback on how we can improve. Our best work happens when we meet clients where they need us, and these personalized visits help reinforce that.
Thanks, Argonautica team, for your thoughtful collaboration! Your feedback is critical for how we serve RIAs today and tomorrow.
#RIA #WealthManagement #TradePMR #Robinhood
Argonautica Private Wealth and TradePMR are unaffiliated companies.
PitCrew's agentic AI now integrates with TradePMR by Robinhood. Reconciliation, fee validation, doc review, onboarding, compliance evidence. PitCrew’s AI preps your work and runs on your firm's own rules.
#RIA #wealthmanagement #AI #nextgen
PitCrew and TradePMR are unaffiliated companies.
This information is not intended to be a recommendation. TradePMR makes no representations about the vendor and is providing this material as informational only. Any decision to utilize this vendor's services is done solely at the discretion of the user.
Knowing your team by name. Using your feedback to help shape product features that are useful, not arbitrary. Insane focus on making sure you receive nothing less than a VIP experience.
That’s how we think about supporting RIAs at TradePMR by Robinhood. We strive to remain unwaveringly human.
Hear what President Scott Victoria has to say about our service model 👇
youtu.be/-BL6HzfA_os?si=h4us…
#RIA #WealthManagement #TradePMRbyRobinhood
Our team has been on the road visiting advisors to connect in person, share recent platform enhancements, and preview what our teams are working on for the remainder of the year and into 2027.
Bill Coppel, Jim Shores, and Charlie Latimer put our high-touch, personalized service on full display during their recent visit with Grimes & Company, because we believe that tech is best served with a human touch.
Thank you for having us, Grimes & Company!
#RIA #WealthManagement #TradePMR #Robinhood
Grimes and Company and TradePMR are unaffiliated companies.
Looking for a turn-key approach for designing, implementing, and managing customized individual bond portfolios?
SPFG can help. The boutique fixed-income partner for independent RIAs is now integrated with TradePMR by Robinhood. See links in comments to learn more.
#RIA #wealthmanagement #fintech
SPFG and TradePMR are unaffiliated companies
This information is not intended to be a recommendation. TradePMR makes no representations about the vendor and is providing this material as informational only. Any decision to utilize this vendor's services is done solely at the discretion of the user.
TradePMR by Robinhood takes a flexible approach to pricing, technology, and support, tailored to your firm and growth objectives.
We listen. We learn what matters to your business. And we work with you from there.
Here’s how Rob Dilbone thinks about the TradePMR by Robinhood difference 👇
ms.spr.ly/6016aWINm
#RIA #WealthManagement #TradePMR #Robinhood
Organic growth used to be enough. Barron's latest research suggests otherwise 📈
This year's Top 100 RIA rankings reveal how access to capital isn't just a nice-to-have.
We agree. That's why we offer incentives* on eligible net new assets, structured on a case-by-case basis to support onboarding and asset migration. Growth shouldn't be limited by what's sitting in the bank, or dependent on you giving up control. If you're building toward something bigger, let's talk.
Connect with our Business Development team at [email protected].
Read the full conversation here: ms.spr.ly/6013aWKTl
#RIA #WealthManagement #TradePMRbyRobinhood
Barron’s and TradePMR by Robinhood are unaffiliated companies. The links are located on another server. TradePMR does not endorse this website, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site. *Terms are structured on a case-by-case basis. Not all firms will be eligible.
Utah delivered ⛰️
Business Development team members Brian Sumner and Emory McKnight spent last week trading stories with advisors between sessions and taking in the incredible views.
Thank you, @WealthEnhance, for including TradePMR by Robinhood in the Advisor Summit!
#AdvisorSummit #RIA #WealthManagement #TradePMRbyRobinhood
Wealth Enhancement and TradePMR by Robinhood are unaffiliated companies.
Your clients are asking about IPOs. Be ready with an answer. Discover Advisor IPO Access.
Learn more and see the disclosures: hubs.li/Q04yrZgT0