Black Diamond Wealth Platform

Yes, I use this too
No, I don't use this

Black Diamond Wealth Platform is a portfolio management system and client reporting solution for financial advisors and wealth managers.

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 The CRE Suite with 85.10%, eFront with 3.78%, IHS Markit iLevel with 0.90% market share.

Technology Domains Market Share Versus page
The CRE Suite 16420 85.10% Black Diamond Wealth Platform vs The CRE Suite
eFront 729 3.78% Black Diamond Wealth Platform vs eFront
IHS Markit iLevel 173 0.90% Black Diamond Wealth Platform vs IHS Markit iLevel
Juniper Square 134 0.69% Black Diamond Wealth Platform vs Juniper Square
FIS ZaiNet 117 0.61% Black Diamond Wealth Platform vs FIS ZaiNet
Allvue 105 0.54% Black Diamond Wealth Platform vs Allvue
PeopleSoft FSCM 9.2 : Deal Management 90 0.47% Black Diamond Wealth Platform vs PeopleSoft FSCM 9.2 : Deal Management
Intralinks InvestorVision 90 0.47% Black Diamond Wealth Platform vs Intralinks InvestorVision
Advent Moxy 57 0.30% Black Diamond Wealth Platform vs Advent Moxy
SS&C Geneva 36 0.19% Black Diamond Wealth Platform vs SS&C Geneva
Covercy 33 0.17% Black Diamond Wealth Platform vs Covercy
Portfolio Optimization 22 0.11% Black Diamond Wealth Platform vs Portfolio Optimization
Portfolio Valuation 22 0.11% Black Diamond Wealth Platform vs Portfolio Valuation
TDX 19 0.10% Black Diamond Wealth Platform vs TDX
IMS Platform 17 0.09% Black Diamond Wealth Platform vs IMS Platform
RiskValue 14 0.07% Black Diamond Wealth Platform vs RiskValue
HedgeGuard 11 0.06% Black Diamond Wealth Platform vs HedgeGuard
Cobalt Portfolio Management 8 0.04% Black Diamond Wealth Platform vs Cobalt Portfolio Management
Obsidian Suite 7 0.04% Black Diamond Wealth Platform vs Obsidian Suite
StockMarketEye 7 0.04% Black Diamond Wealth Platform vs StockMarketEye

    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 The CRE Suite with 85.10%, eFront with 3.78%, IHS Markit iLevel with 0.90% market share.

    Customers of Black Diamond Wealth Platform

    Around the world in 2023, over 468 companies have started using Black Diamond Wealth Platform as Investment Portfolio Management tool.

    Customers Employee Range City Region Country Social Links
    SS&C Technologies Holding, Inc. 10,000+ Kansas City Missouri United States
    Citizens M&A Advisory 10,000+ Providence Rhode Island United States
    Citizens Financial Group, Inc. 10,000+ Providence Rhode Island United States
    Becton, Dickinson and Company 10,000+ Franklin Lakes New Jersey United States
    RSM US LLP 10,000+ Chicago Illinois United States
    FORVIS 5,000 - 9,999 Santa Barbara California United States
    SVB Financial Group 5,000 - 9,999 Santa Clara California United States
    Plante & Moran 1,000 - 4,999 Southfield Michigan United States
    Ladenburg Thalmann 1,000 - 4,999 Miami Florida United States
    Busey Bank 1,000 - 4,999 Champaign Illinois United States

    Uncover hidden demand and identify accounts ready to buy with 6sense Intent Data.

    Know More

    Black Diamond Wealth Platform Customers by Industry

    The three top industries that use Black Diamond Wealth Platform for Investment Portfolio Management are Financial Planning (207), Wealth Management (174), Investment Management (159).

    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 (689 companies), 20 - 49 employees (182 companies), 10 - 19 employees (147 companies).

    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 1155(99.57%), Bermuda with 1(0.09%), Canada with 1(0.09%) customers respectively.

    Employees of Black Diamond Wealth Platform

    Download the 6sense Chrome Extension to get verified contact data of Black Diamond Wealth Platform employees

    Install Now

    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 The CRE Suite, eFront, IHS Markit iLevel. 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 The CRE Suite Black Diamond Wealth Platform vs eFront Black Diamond Wealth Platform vs IHS Markit iLevel .

    What is Black Diamond Wealth Platform customer distribution based on company 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 (689 companies), 20 - 49 employees (182 companies), 10 - 19 employees (147 companies). You can view a distribution chart of Black Diamond Wealth Platform customers by company size here.

    What is Black Diamond Wealth Platform market share in the investment-portfolio-management?

    Black Diamond Wealth Platform has market share of 6.01% in investment-portfolio-management market. Black Diamond Wealth Platform competes with 25 competitor tools in investment-portfolio-management category. The top alternatives for Black Diamond Wealth Platform investment-portfolio-management tool are The CRE Suite with 85.10%, eFront with 3.78%, IHS Markit iLevel with 0.90% market share.

    What are the top industries that use Black Diamond Wealth Platform?

    Top industries that use Black Diamond Wealth Platform for investment-portfolio-management are Financial Planning (207), Wealth Management (174), Investment Management (159).

    What are the top countries that use Black Diamond Wealth Platform?

    Around the world in 2023, over 468 companies have started using Black Diamond Wealth Platform as investment-portfolio-management tool. Companies using Black Diamond Wealth Platform for investment-portfolio-management are majorly from United States with 1155 customers. 99.57% of Black Diamond Wealth Platform customers are from the United States. Other top countries using Black Diamond Wealth Platform are Bermuda and Canada with 1(0.09%) and 1(0.09%) customers respectively.

    Justine Lyon
    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!
    Get everything in one place

    Close deals faster by understanding your clients well. Know their technology stack, contract renewal date, top decision-makers, hiring trends, and top company news in one place.