FinTech Global highlighted TradePMR as an innovative leader impacting the wealth management industry.
TradePMR, a leading technology and custodial services provider for independent Registered Investment Advisors (RIAs), has been named to FinTech Global’s 2026 WealthTech100 list, which recognizes the technology providers transforming the global wealth industry.1
Now in its eighth year, this annual ranking recognizes the leading companies developing innovative technology for financial advisors, asset managers, and private banks. TradePMR was selected from a pool of more than 1,300 companies, following an extensive review by industry experts and analysts,2 for demonstrating a combination of innovation, industry impact, and the potential to scale.
TradePMR’s inclusion follows a pivotal year for the firm, which included its integration with Robinhood and the continued evolution of the Fusion platform.
"Being recognized in the WealthTech100 is a testament to our team’s relentless focus on the RIA experience," said Robb Baldwin, Founder and General Manager of TradePMR. "As the industry navigates the Great Wealth Transfer and the rapid evolution of artificial intelligence, our mission remains the same: Providing high-touch service and cutting-edge technology that helps independent advisors scale their businesses and deliver exceptional client outcomes."
Redefining the Future of Advice
The 2026 WealthTech100 highlights companies addressing the industry's most pressing challenges, including rising client expectations, regulatory demands, and the integration of digital assets, according to a press release from specialized research firm FinTech Global. The 100 companies selected are addressing these challenges with platforms and tools designed to improve efficiency, unlock new capabilities, and deliver better outcomes for clients.
As the next generation of investors begins to reshape the client base of wealth management firms, technology is becoming central to delivering more personalized services, expanding access to alternative and digital assets, and strengthening client engagement, according to FinTech Global.
"Technology has become a non-negotiable within wealth management, becoming an important differentiator,” FinTech Global CEO Richard Sachar in a press release.* “The companies included in the 2026 WealthTech100 are playing a crucial role in helping the industry adapt, providing the technology that will define the future of wealth management."
Join the Conversation at SYNERGY26
The announcement comes as TradePMR prepares for its flagship annual conference, SYNERGY26, taking place this June in Washington, D.C. The event will bring together forward-thinking advisors and technology innovators to discuss the roadmap for the next decade of wealth management.
For more information about TradePMR and the Fusion platform, visit www.tradepmr.com. The full WealthTech100 list is available at www.WealthTech100.com.*
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Clearwater, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
TradePMR is a wholly owned subsidiary of Robinhood Markets, Inc.
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1. “The WealthTech100 for 2026 spotlights the innovators redefining wealth management,” Fintech Global, April 08, 2026*
2. 1. https://fintech.global/wealthtech100/*
*The link is 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.
Disclosures:
FinTech Global and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to hold out the award for WealthTech100. Click here for more information about the ranking and criteria process.
