TradePMR
@TradePMR
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Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools. Member FINRA/SIPC
Gainesville, FL
Joined November 2010
We’re pleased to announce the integration of Koyfin into the Fusion Network. Want to learn more? Reach out to hello@tradepmr.com. #IRA #FinTech #FinancialAdvisor #WealthManagement
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Happy 4th of July from TradePMR!.Our offices are closed today in celebration of Independence Day. Wishing you a joyful and safe holiday. Thank you for being part of the TradePMR community. 🇺🇸
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As a friendly reminder, the NYSE closes on 1:00 PM ET on July 3, while bond markets close at 2:00 in observance of Independence Day. TradePMR offices will be open until 3:00.
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At TradePMR, we honor Juneteenth as a day of reflection and recognition of freedom, equality, and progress. Our offices will be closed on Thursday, June 19, in observance of the holiday. We will resume regular business hours on Friday, June 20. #Juneteenth
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Welcome to Tampa! Innovation meets sunshine! ☀️. This week is all about bold ideas, meaningful connections, and charting our vision of the future of the RIA industry, together. Welcome to #SYNERGY25, Unlocked. 🔑
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In observance of Memorial Day, TradePMR will be closed today, Monday, May 26. Normal business hours will resume on Tuesday, May 27. This Memorial Day, we honor and remember those who made the ultimate sacrifice in service to our country. #MemorialDay2025
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Please join us in welcoming Exhibit A as a sponsor of this year’s #SYNERGY25 conference. 📍It all happens May 27 – 30 in Tampa. Let’s challenge the status quo, together. 🔗 Register here: Exhibit A and TradePMR are unaffiliated companies.
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The TradePMR offices will be closed on Friday, April 18th in observance of Good Friday. We’ll resume normal operations on Monday, April 21. #GoodFriday
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The countdown is on. In just 6 weeks, the doors to innovation, networking, and our vision of the future of wealth management will swing open. Join us for #SYNERGY25 Unlocked. 🔒. Register today:
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Join Kyrstin Ritsema, Executive Director of Compliance Services at Confluence, for a webinar designed to help RIAs confidently navigate the steps to becoming an independent RIA. 📅 April 23, 2025 | 1:00 PM. Register now to secure your spot!.
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At #SYNERGY25, TradePMR’s Chief Product Officer, Jon Patullo, is ready to.showcase the work his team is doing with technology, integrations, and AI for financial advisors. We sat down with him to ask what he’s most excited to show at this year’s conference. On the list? Fusion!
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Rise and grind, #iCapitalConnect2025! 🚀. Don’t miss out—swing by the TradePMR booth for your daily caffeine fix AND unbeatable conversations with the TradePMR team. A HUGE thank you to Steve “Woz” Wozniak for stopping by! Hope you enjoyed your coffee!
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The TradePMR team is in Phoenix this week for iCapital Connect 2025. We are looking forward to a fantastic week of conversations around innovation, technology, and compelling market investment strategies. #iCapitalConnect2025
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A big thank you to Inspira for joining us as a sponsor for SYNERGY25!. Inspira and TradePMR are unaffiliated companies. #SYNERGY25
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We had a chance to catch up with TradePMR Chief Revenue Officer Rob Dilbone and ask what he’s most looking forward to at this year’s conference. 🔗Read more here: . #SYNERGY25.
tradepmr.com
TradePMR Chief Revenue Officer Rob Dilbone talks about SYNERGY25 conference.
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We are excited to announce Orion as a Gold SYNERGY25 sponsor. The TradePMR team is looking forward to working with you to deliver an unforgettable experience. 🌠. Join us in Tampa for this year's conference. Orion and TradePMR are unaffiliated companies. #SYNERGY25
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Today, we are welcoming Motley Fool Asset Management as a Platinum sponsor for SYNERGY25. 💥. Motley Fool Asset Management and TradePMR are unaffiliated companies. #SYNERGY25 #RIA #FinTech #WealthManagement #FinancialAdvisors
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We are thrilled to announce an update to our Fusion Network! TradePMR has collaborated with JUMP, an AI-powered assistant designed specifically for wealth advisors. #RIA #FinTech #WealthManagement . TradePMR Member FINRA/SIPC. TradePMR and JUMP AI are not affiliates.
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“It’s so much more than another industry conference in Florida.” . Hear from TradePMR Service and Operations Director, Bret Feldman, on why he thinks SYNERGY25 is shaping up to be the must-attend conference of 2025 in TradePMR’s latest blog post. #SYNERGY25
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Today, we want to thank Oak Street Funding for their sponsorship of SYNERGY25! We are looking forward to working together to deliver an extraordinary event for the RIA community. Join us from May 27-30, 2025, at the JW Marriott in Tampa! . #SYNERGY25
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