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.
Learn more at gopitcrew.com/ and tradepmr.com/integrations
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
Jump, a leading AI notetaking platform* for advisors and financial professionals, is now integrated with TradePMR by Robinhood. Jump helps advisors save time, optimize operations, and elevate the client experience with AI.
#RIA #wealthmanagement #AI #nextgen
Jump, Inc. and TradePMR by Robinhood are not affiliates. “TradePMR” and “TradePMR by Robinhood” are trade names of Trade-PMR, http://Inc., Member SIPC.
TradePMR is not recommending or endorsing Jump, and makes no representations regarding the suitability of Jump's services for any particular firm. Each firm should conduct its own independent due diligence before deciding whether to use Jump's http://services.Available exclusively to investment advisers — not offered directly to retail investors.
*T3 / Inside Information (hubs.li/Q04ykYyS0) 2026 report: Jump ranks #1 in AI notetaking market share at 22.68%.
Kitces (hubs.li/Q04ykYv_0), March 2, 2026: Jump is identified as the #1 market leader in advisor AI notetaking.
The Oasis Group (hubs.li/Q04ykYG50) 2025: The AI Note Takers Research Report states, “Jump emerges as the leader in the sector.”
Learn more at jump.ai/ and tradepmr.com/integrations
“I don't think this stuff is that complicated.”
Grace Arnold, Vice President and Wealth Advisor at Greenup Wealth Management, joins the #SynergizePodcast live from Synergy26 to talk about Girl Math with Grace — her Substack reclaiming a viral meme to close the financial confidence gap she kept seeing with her women clients.
Listen and subscribe: hubs.li/Q04ydwkY0
#TradePMRbyRobinhood #FinancialAdvisor #SynergizePodcast
In April of this year, we helped Gryphon Wealth make the move to independence. Taking the leap can be scary, but we love how Jason Hyrne and Jeff Wyatt put it in @investmentnews:
“We've been genuinely energized by our work with the Robinhood and TradePMR teams*… [they] lowered securities-backed lending rates for our clients and rolled out both the Robinhood Advisor Network and Robinhood Cortex for Advisors, an AI system built directly into Fusion, our account management platform.”
We’re excited, too, Gryphon! Your success is what propels us forward.
Read the full conversation here: hubs.li/Q04y77bV0
#RIA #WealthManagement #TradePMR #Robinhood
Investment News, Gryphon Wealth, and TradePMR by Robinhood are unaffiliated companies. *Gryphon Wealth is a client of TradePMR. No compensation was received by the advisor. This testimonial reflects this advisor's experience. Your experience may vary. 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. Securities-based lending has special risks and is not suitable for everyone. Referral services offered by Robinhood Asset Management, LLC ("Robinhood Advisor Network"), an SEC-registered investment advisor. Robinhood Cortex for Advisor features use generative artificial intelligence and are provided for informational purposes only.
"Modern Portfolio Theory is dead — and index investing went with it."
That's how Robinhood CIO Steph Guild kicked off her keynote at SYNERGY26.
She wasn't alone in making bold calls. At TradePMR by Robinhood's flagship conference in Washington, D.C., Robinhood Ventures' Sarah Pinto joined Guild to break down what they think is really driving markets this year — from mega IPOs to the growth of private market investing.
Here's what advisors need to know 👇
hubs.li/Q04y2TvZ0
#WealthManagement #RIA #FinancialAdvisors #SYNERGY26
If you want to get fired up about where the industry is going, tune in to a recent episode of the Talking Wealth podcast. Robb Baldwin joined Michael Batnick for a lively conversation about the evolution of custody and how TradePMR by Robinhood is raising the bar every step of the way.
“27 Millions Clients Walk Into an RIA”: hubs.li/Q04xRh4d0
#TradePMRbyRobinhood #RIA #WealthManagement
Talking Wealth 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.
13 Second: Based on TradePMR’s average call-in wait time from 1/1/26-3/31/26.
Referral services offered by Robinhood Asset Management, LLC ("Robinhood Advisor Network"), an SEC-registered investment advisor.
The Robinhood Advisor Network is here.
TradePMR by Robinhood General Manager Robb Baldwin and Robinhood Chief Brokerage Officer Steve Quirk join the #SynergizePodcast to discuss building a referral network for the next generation and how this new tool could empower advisors to thrive during the Great Wealth Transfer.
🎧 Listen and subscribe: hubs.li/Q04xBBmH0
#TradePMRbyRobinhood #FinancialAdvisor #Robinhood #SynergizePodcast
Robinhood Cortex for Advisors is here. Portfolio Digest — the first feature in the suite — is rolling out now inside Fusion, giving firms that custody with TradePMR an AI-powered read on every client portfolio's performance and what's driving it. No new logins. Included today with Fusion access.
Learn more: hubs.li/Q04xtCPr0







