Insights

Acquisition Potential Recent acquisitions by Robinhood and Markets.com in the financial services industry indicate a growing interest in expanding custodial and portfolio management platforms. TradePMR's innovative technology tools and focus on empowering advisors position it as a valuable acquisition target for companies seeking to enhance their offerings.

Strategic Technology Stack TradePMR's utilization of a diverse tech stack including GraphQL, WordPress, and social media tools like Twitter Emoji showcases a forward-thinking approach towards technology adoption. This tech-savvy infrastructure can be leveraged to attract tech-focused clients and partners looking for cutting-edge solutions.

AI-enabled Solutions The recent launch of an AI-enabled tool by TradePMR demonstrates a commitment to fostering innovation and streamlining processes for RIAs. This development presents a sales opportunity to engage with advisors looking to integrate advanced technologies into their operations for improved efficiency and client service.

Platform Enhancements TradePMR's continuous enhancements to its platform, particularly aimed at improving the client onboarding experience, signal a dedication to user-centric design and functionality. This focus on enhancing user experience can be highlighted as a value proposition to attract advisors seeking seamless and efficient solutions.

Revenue Growth Potential With revenue in the range of $10M - $50M, TradePMR falls within the mid-tier segment of financial services providers. This positioning presents an opportunity for scalable growth and expansion, appealing to clients and partners looking to align with a steadily growing company in the industry.

TradePMR Tech Stack

TradePMR uses 8 technology products and services including Linkedin Insight Tag, jsDelivr, WordPress, and more. Explore TradePMR's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • jsDelivr
    Content Delivery Network
  • WordPress
    Content Management System
  • Twitter Emoji (Twemoji)
    Font Scripts
  • HubSpot
    Marketing Automation
  • Ubuntu
    Operating Systems
  • GraphQL
    Programming Languages
  • YouTube
    Video Players

Media & News

TradePMR's Email Address Formats

TradePMR uses at least 1 format(s):
TradePMR Email FormatsExamplePercentage
FLast@tradepmr.comJDoe@tradepmr.com
92%
Last@tradepmr.comDoe@tradepmr.com
5%
First.Last@tradepmr.comJohn.Doe@tradepmr.com
2%
LastF@tradepmr.comDoeJ@tradepmr.com
1%

Frequently Asked Questions

Where is TradePMR's headquarters located?

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TradePMR's main headquarters is located at 2511 NW 41st Street Gainesville, Florida 32606 US. The company has employees across 1 continents, including North America.

What is TradePMR's phone number?

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You can contact TradePMR's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is TradePMR's official website and social media links?

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TradePMR's official website is tradepmr.com and has social profiles on LinkedIn.

How much revenue does TradePMR generate?

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As of October 2024, TradePMR's annual revenue reached $15M.

What is TradePMR's NAICS code?

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TradePMR's NAICS code is 523920 - Portfolio Management.

How many employees does TradePMR have currently?

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As of October 2024, TradePMR has approximately 123 employees across 1 continents, including North America. Key team members include Chief Legal Officer: C. R.Chief Client Growth Officer: B. C.Chief Product Officer: J. P.. Explore TradePMR's employee directory with LeadIQ.

What industry does TradePMR belong to?

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TradePMR operates in the Financial Services industry.

What technology does TradePMR use?

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TradePMR's tech stack includes Linkedin Insight TagjsDelivrWordPressTwitter Emoji (Twemoji)HubSpotUbuntuGraphQLYouTube.

What is TradePMR's email format?

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TradePMR's email format typically follows the pattern of . Find more TradePMR email formats with LeadIQ.

When was TradePMR founded?

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TradePMR was founded in 1998.
TradePMR

TradePMR

Financial ServicesFlorida, United States51-200 Employees

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.

Section iconCompany Overview

Headquarters
2511 NW 41st Street Gainesville, Florida 32606 US
Phone number
NAICS Code
523920 - Portfolio Management
Founded
1998
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    TradePMR's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    TradePMR's revenue is in the range of $10M$50M

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