Black Diamond Wealth Platform
Black Diamond Wealth Platform is a portfolio management system and client reporting solution for financial advisors and wealth managers.
Market Share of Black Diamond Wealth Platform
Current Customer(s)
1175
Market Share (Est.)
42.46%
Ranking
#1
Top Competitors and Alternatives of Black Diamond Wealth Platform
The top three of Black Diamond Wealth Platform’s competitors in the Investment Portfolio Management category are eFront with 23.64%, IHS Markit iLevel with 5.53%, FNZ Group with 4.92% market share.
Popular Comparisons
Top Competitors and Alternatives of Black Diamond Wealth Platform
The top three of Black Diamond Wealth Platform’s competitors in the Investment Portfolio Management category are eFront with 23.64%, IHS Markit iLevel with 5.53%, FNZ Group with 4.92% market share.
Black Diamond Wealth Platform vs eFront
Black Diamond Wealth Platform vs IHS Markit iLevel
Black Diamond Wealth Platform vs FNZ Group
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Customers of Black Diamond Wealth Platform
Around the world in 2024, over 1175 companies have started using Black Diamond Wealth Platform as Investment Portfolio Management tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Citizens Financial Group, Inc. | 10,000+ | Providence | Rhode Island | United States |     |
| FORVIS | 5,000 - 9,999 | Springfield | Missouri | United States | |
| M25 Advisors, Llc | 5,000 - 9,999 | Minneapolis | Minnesota | United States | |
| NEOS INVESTMENTS LLC | 5,000 - 9,999 | Westport | Connecticut | United States | |
| Busey | 1,000 - 4,999 | Champaign | Illinois | United States | |
| SVB Financial Group | 1,000 - 4,999 | Santa Clara | California | United States | |
| Atlantic Union Bank | 1,000 - 4,999 | Richmond | Virginia | United States | |
| Sandy Spring Bank | 1,000 - 4,999 | Olney | Maryland | United States | |
| Plante & Moran | 1,000 - 4,999 | Southfield | Michigan | United States | |
| Simmons Bank | 1,000 - 4,999 | Pine Bluff | Arkansas | United States | |
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Black Diamond Wealth Platform Customers by Products and Services
The top three products and services offering customers that use Black Diamond Wealth Platform for Investment Portfolio Management are Financial Planning (217), Wealth Management (180), Investment Management (162).
Customers
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Black Diamond Wealth Platform Customers by Employee Size
The majority of Black Diamond Wealth Platform's customers for the investment-portfolio-management category fall in the company size of 0 - 9 employees (686 companies), 10 - 19 employees (176 companies), 20 - 49 employees (165 companies).
Employee Size
Black Diamond Wealth Platform Customers by Geography
The top three geographies of Black Diamond Wealth Platform for investment-portfolio-management are the United States with 1168(99.40%), Canada with 2(0.17%), Germany with 1(0.09%) customers respectively.
Customers
Employees of Black Diamond Wealth Platform
Also see other Products/Services by Black Diamond Wealth Platform in:
FAQ
Find answers to the most often asked questions by users.
Who are the top Black Diamond Wealth Platform competitors?
Black Diamond Wealth Platform’s Top competitors in the investment-portfolio-management category are eFront, IHS Markit iLevel, FNZ Group. You can view a full list of Black Diamond Wealth Platform competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Black Diamond Wealth Platform and 40,000 other technologies on the internet. You can also compare Black Diamond Wealth Platform and its feature with top competitors here : Black Diamond Wealth Platform vs eFront Black Diamond Wealth Platform vs IHS Markit iLevel Black Diamond Wealth Platform vs FNZ Group.
What is Black Diamond Wealth Platform customer distribution based on company size?
What is Black Diamond Wealth Platform market share in the investment-portfolio-management?
What are the top countries that use Black Diamond Wealth Platform?
What are the top industries that use Black Diamond Wealth Platform?
Justine Lyon
Senior VP of Sales, Ally
At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
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