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"Everything the bank put in place, in terms of policies and protocols, seemed to get in front of putting the client first. I’m an entrepreneur at heart, so I knew I could do it better myself as an independent RIA."
"Over $125 million in assets have come to the firm as a direct result of us having Black Diamond."
Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account …
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time …
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to …
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