Hardik leads the team responsible for developing TradePMR's top-rated Fusion technology.2 He oversees the firm's architecture, infrastructure, security, and technology operations in this role. Hardik works hand-in-hand with firm's Product team, driving transformative change guided by the firm's roadmap.
Hardik joined TradePMR in 2017 and brings more than 15 years of experience in technology roles at financial services organizations, including JP Morgan Chase & Co., KPMG, Prudential Financial, and Thomson Reuters.
He lives in Gainesville, Florida, and enjoys spending time at the beach with his family. Hardik is also an entrepreneur and owns several businesses with his family across North and Central Florida.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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