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Black Diamond is winning big accounts from Advent at an impressive clip

The Florida-based upstart has tripled its pipeline of customers since 2008

Author Brooke Southall October 26, 2009 at 5:11 AM
0 Comments
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Reed Colley: “If we can’t make an advisor happy, we encourage them to find another solution that will.”

NetX360

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Schwab

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Advent

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Black Diamond

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PortfolioCenter

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Three Bridge Wealth Advisors

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Orion

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Colley

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Performance Reporting



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July 3, 2020 at 1:12 AM

Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next

The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.

March 3, 2020 at 5:05 PM

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

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June 11, 2019 at 9:49 PM


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