Vanberra Signal
Free trial
Black Diamond Performance Reporting logo

Black Diamond Performance Reporting

Curated by Signal

Portfolio management and reporting platform

Wealth Technologyblackdiamondreporting.com

Overview

Black Diamond Performance Reporting is a provider of web-based, outsourced portfolio management & reporting platforms The clients of the company include advisors, wealth managers, banks, broker-dealers and family offices. As of 2011, the company reports on over $75 billion in advisor assets and is a pioneer in delivering daily reconciliation and performance reporting services through a dynamic, user-friendly and customizable platform. The company was acquired by Advent in 2011 for $73M.

Key facts

Founded
2003
Headquarters
Jacksonville, United States
Stage
Sign up to view
Industry
Financial Technology
Sector
Wealth Technology

Business model

GTM channel
Sign up to view

More on Vanberra Signal

Members only
Business overviewCore metrics and financialsPeopleLeadership and key peopleSimilar companies9 peers and competitorsDeep AnalysisAI-generated strategic report

Competitors & similar companies

More Wealth Technology companies
  • Finantech logo

    Finantech

    Performance reporting platform enabling wealth managers to analyze investments.

    Wealth TechnologyProvidencia, Chile
  • PolyPaths logo

    PolyPaths

    Performance reporting platform delivering advanced analytics for wealth managers.

    Wealth TechnologyNew York City, United States
  • PCR logo

    PCR

    Performance reporting platform enhancing wealth management through financial aggregation services.

    Wealth TechnologyWilton, United States
+ 6 more similar companies on Signal

About Black Diamond Performance Reporting

What does Black Diamond Performance Reporting do?

Black Diamond Performance Reporting is a provider of web-based, outsourced portfolio management & reporting platforms The clients of the company include advisors, wealth managers, banks, broker-dealers and family offices.

Where is Black Diamond Performance Reporting headquartered?

Black Diamond Performance Reporting is headquartered in Jacksonville, United States.

When was Black Diamond Performance Reporting founded?

Black Diamond Performance Reporting was founded in 2003.

Which sector is Black Diamond Performance Reporting in?

Black Diamond Performance Reporting operates in Wealth Technology, part of Financial Technology.

Who are Black Diamond Performance Reporting's competitors?

Companies similar to Black Diamond Performance Reporting include Finantech, PolyPaths, and PCR.