Black Diamond | News, Hiring, Layoffs, Competitors, CEO, Fundraising Insights
Black Diamond is a wealth management platform that provides innovative, cloud-based tools designed to enhance the client experience...
Black Diamond is a wealth management platform that provides innovative, cloud-based tools designed to enhance the client experience in investment management. Originally launched in 2005, it was acquired by Advent in 2011, which was subsequently acquired by SS&C in 2015. The platform focuses on delivering sophisticated portfolio reporting, client communication, and performance reporting services.
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👔 Black Diamond CEO, Management and Leadership Team →
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💼 Black Diamond Hiring and Layoffs →
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📈 Black Diamond Financials, Fundraising and Valuation News →
🛍️ Black Diamond Product and Pricing News
- Black Diamond has shifted focus to enhancing tax season efficiency with their Rebalancer and improving client conversations through a new reporting flexibility initiative.
- Black Diamond introduces the 'Group By Anything Initiative' to enhance client engagement through meaningful conversations.
- Black Diamond was recognized in Acclaim magazine's 2025 WealthTech Americas awards for its innovation in helping advisors improve client services.
- Cap Puckhaber of Black Diamond Solutions hosts the Simple Finance Blog, offering strategies for investing amid market volatility.
- Black Diamond's Rebalancer tool helps streamline tax management with features like tax-aware rebalancing and tax loss harvesting.
👔 Black Diamond CEO, Management and Leadership Team
⚔️ Black Diamond Alternatives and Competitors
- Maximizer |
- Betterment at Work |
- Morningstar Direct |
- Wilshire |
- Natixis |
- eFront |
- Avior Wealth Management |
- Plante Moran Financial Advisors |
- Parallel Financial Advisors |
- Diversified Trust |
- Symmetry Capital Advisors |
- The Mason Companies
💼 Black Diamond Hiring and Layoffs
- David Ireland has left Black Diamond to join SS&C Technologies as Vice President, Data & Compliance in Canada, previously serving as Application Security at SS&C Advent.
- Black Diamond is hiring a Business Operations Analyst to join their Wealth and Investment Technology group in Jacksonville, FL.
- Fang Ni, former Chief Business and Financial Officer at Black Diamond Therapeutics, has joined Adcendo as part of their executive leadership team.
🤖 Black Diamond Developer, Integration and Automation News
- OmniStar Financial Group, led by President Phillip L. Clark, has chosen Black Diamond as their new all-in-one solution following the retirement of Morningstar Office.
- Black Diamond has formed a strategic alliance with SS&C Advent to offer seamless data conversion for users transitioning from Morningstar Office.
- Sequoia Financial Group uses Black Diamond for processing and updating private fund transactions on their reporting platforms.
📈 Black Diamond Financials, Fundraising and Valuation News
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