The RIA technology and custodial services provider ranked 10th among midsized companies in Florida.
GAINESVILLE and TAMPA, Fla. – February 07, 2024 – TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), ranked ninth in the Greater Gainesville Best Places to Work survey, featured in the December 2023 issue of the Guide to Greater Gainesville Monthly.1 The honor comes on the heels of TradePMR being named one of the Best Companies To Work For in Florida for the second consecutive year.2 Florida Trend magazine ranked TradePMR 10th among midsized companies in July3 after ranking the company 13th in the same category in 2022.
“One of the biggest challenges for any firm is maintaining a strong culture as you grow and scale,” said Robb Baldwin, Founder and CEO of TradePMR. “At TradePMR, we’ve invested time and resources to ensure every team member feels valued, supported, and confident in their role. We believe this honor is a testament to our focus on a strong company culture, and we are committed to continuing this work for years to come.”
The company supports professional development in a few key ways, including an Education Assistance Program that provides tuition reimbursement and supports other certification and professional growth programs spanning financial services and other disciplines. The firm also has an employee-led philanthropy program, providing each employee with a dollar-for-dollar match-back program and paid time off for philanthropy initiatives. For example, in 2023 TradePMR partnered with Alachua Habitat for Humanity, where employees helped build a house for a family in need.
“Our team is deeply service-minded – it’s been both impressive and invigorating to watch how they have benefitted our communities in recent years,” said Baldwin. “We are thrilled to offer programs to help support our fellow Floridians. We are fortunate to be in a position where we can give back and look forward to all the great philanthropic initiatives our team will continue pursuing in the coming years.”
Participating in the Greater Gainesville Best Places to Work survey required companies to be independent (not a subsidiary or division of another company), have at least five employees (not including owners), and be in business for at least two years. The survey measures six key areas that make up an organization’s culture, ranging from compensation and benefits to trust in senior leadership. Companies must reach a minimum level of employee participation (based on total number of employees) to be eligible as a finalist. 4
Best Places to Work is organized by the Guide to Greater Gainesville Monthly and supported by Quantum Workplace to honor remarkable organizations in the region. For the full list of the Greater Gainesville Best Places to Work, go to https://guidetogreatergainesville.com/greater-gainesvilles-best-places-to-work-2023/.
To participate in the Best Companies to Work For in Florida program, companies or government entities were required to have at least 15 employees in Florida. Participating companies answered a questionnaire about company policies, practices, and demographics, while a randomly selected group of employees were asked for feedback. The survey also included two open-ended questions and seven demographic questions.5 For a list of the 100 Best Companies To Work For in Florida, go to FloridaTrend.com.
For more information about beginning your career at TradePMR visit TradePMR.com/careers. Resumes are accepted at hr@tradepmr.com.
ABOUT TRADEPMR
For more than two decades, TradePMR has worked with growth-minded independent Registered Investment Advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
Follow TradePMR on X (Twitter), Facebook, and LinkedIn for the latest news, updates, and event information. Guide to Greater Gainesville, Quatum Workplace and Florida Trend are not affiliates of TradePMR. Securities offered through TradePMR.
ABOUT GUIDE TO GREATER GAINESVILLE
Since 2015, the Guide to Greater Gainesville has been the official go-to resource for newcomers, visitors, and residents of the Greater Gainesville metro-region. Their partners include The University of Florida, Santa Fe College, UF Health, the Greater Gainesville Chamber of Commerce, the Gainesville Regional Airport and the cities of Gainesville, Alachua, Newberry and High Springs. Guide was created through a unique private, public and government collaboration and shares valuable resource information, including: Neighborhood and city information, schools and zoning, arts and culture, parks and recreation, quality of life, sports and fitness, healthcare and much more.
ABOUT QUANTUM WORKPLACE
Quantum Workplace, a human resources technology provider, delivers modern tools for employee success that high-performance organizations have come to rely upon. Nearly 20 years ago, Quantum Workplace pioneered some of the earliest employee engagement and performance software and has since partnered with thousands of organizations to elevate employee, team, and business success. Quantum Workplace helps leaders connect the dots between engagement and performance with intuitive and user-friendly tools including comprehensive and automated employee surveys, goal setting and tracking tools, peer-to-peer recognition, real-time feedback, continuous one on one conversations, smart talent reviews, and robust people analytics. With 12,000 organizations surveyed annually, Quantum Workplace has grown into North America’s largest database of employee engagement data through its core engagement and performance platform and nationally recognized Best Places to Work program.
ABOUT FLORIDA TREND
Florida Trend business magazine is read by 270,000 influential business executives, civic leaders and government officials each month. Its award-winning reporting covers regional and statewide business news, industry executives and the business sectors they represent, as well as information on Florida's lifestyle, arts and culture scene. FloridaTrend.com offers eNews alerts, covering daily morning and afternoon breaking news; Business Beat, a weekly video newscast highlighting Florida’s top business news stories; and weekly eNewsletters providing information, insight and details on Florida's growing industry sectors including health care, education, real estate, small business and movers and influencers. FloridaTrend.com attracts nearly a million pageviews and over 140,000 unique visitors each month.
1 “2023 Great Gainesville’s Best Places to Work,” Harper Warner, Greater Guide to Gainesville Monthly, December 2023
2 “TradePMR Named as One of Florida’s Best Companies to Work For,” TradePMR, August 2022
3 “Best Companies to Work For in Florida 2023,” Florida Trend, July 2023
4 “The Ultimate Guide to Best Places to Work,” Quantum Workplace
5 “The Full List: Best Companies To Work For In Florida,” Florida Trend, July 2023
