Jun 3, 2026
Robinhood and TradePMR Unveil the Future of Wealth Management at SYNERGY26
Robinhood customers can now connect to independent financial advisors with the rollout of the Robinhood Advisor Network, and we’re giving RIAs on TradePMR exclusive access to Robinhood Cortex, and more.
Live from the SYNERGY26 conference in Washington, D.C., Robinhood and TradePMR announced a suite of new products and services that Registered Investment Advisers (RIAs) and their clients can’t get anywhere else. The Robinhood Advisor Network will begin rolling out next week to connect customers with RIAs; we introduced Robinhood Cortex for Advisors; and announced that TradePMR will soon provide RIAs access to IPOs and Robinhood Ventures via the Fusion platform.
"Together, Robinhood and TradePMR are defining the next era of wealth management," said Steve Quirk, Chief Brokerage Officer at Robinhood. "We believe Robinhood’s cutting-edge technology and resources coupled with TradePMR’s trust and expertise can give advisors and their clients an edge as they work to meet their financial goals."
"Everything we announced today is to help independent advisors grow and deliver even greater value to their clients,” said Robb Baldwin, founder and general manager at TradePMR. “By unlocking new technology, new investment access, and new client acquisition opportunities, we are putting RIAs in a stronger position than ever before."
Robinhood and TradePMR are challenging the status quo, and RIAs are responding, with TradePMR’s total Assets Under Administration (AUA) growing about 15% to $50 billion since joining Robinhood last year.
Get Started with the Robinhood Advisor Network
As Robinhood customers evolve, they often tell us they want help from a professional to navigate their increasingly complex finances. Enter the Robinhood Advisor Network, an in-app RIA referral marketplace that helps customers seamlessly find and begin a relationship with an independent advisor that utilizes TradePMR custodial services.
For eligible advisors, the Robinhood Advisor Network is a powerful new business tool, connecting them directly with high-intent, next-generation investors while streamlining lead management, onboarding, and account linking from start to finish.
Eligible Robinhood customers can expect:
Personalized Matches: A short questionnaire helps us understand a customer’s goals and financial situation, allowing us to connect them with a curated list of vetted fiduciaries with a wide range of expertise.
Streamlined Experience: From the first meeting to opening and funding their account, the RIA experience is built into the Robinhood app.
A Unified View: Those who choose to work with an advisor from the network will be able to see their self-directed and advised assets all in one place, giving them a complete picture of their wealth.
The Robinhood Advisor Network will begin rolling out to a small group of eligible customers next week with broad availability expected to follow.
As customers' lives change, so do their financial goals. What might begin with self-directed trading or managed investing through Robinhood Strategies often evolves into a desire for more comprehensive financial planning. We’re excited to bridge that gap and give customers access to advisors and the advice they’re looking for through the Robinhood Advisor Network.
Work Smarter with Robinhood Cortex for Advisors
Robinhood Cortex is the brain powering AI at Robinhood, and we're introducing a new iteration of this technology designed specifically for advisors and built directly into TradePMR’s Fusion platform. Robinhood Cortex for Advisors helps RIAs move faster and more efficiently, handling tedious administrative tasks so that the experts can focus on serving their clients. Here’s what advisors can expect:
AI-Powered Digests: Get instant, AI-generated summaries of a client’s portfolio, including key holdings, performance, and potential tax insights at both the household and individual account level.
Smarter Meeting Prep: AI-generated talking points, performance highlights, and potential areas of opportunity to help advisors feel fully prepared before every client meeting.
Automated Task Management: Robinhood Cortex for Advisors can summarize meetings, create follow-up tasks, and help streamline client communications, giving advisors back valuable time.
No Additional Cost: Robinhood Cortex for Advisors is available directly within the Fusion platform and is included at no additional cost.
Robinhood Cortex for Advisors is rolling out soon exclusively to RIAs on TradePMR, with broad availability to follow.
Unlocking other Robinhood Benefits for RIAs
We’re working to give advisors on TradePMR access to the full power of the Robinhood ecosystem, creating a package of opportunities for their clients that are simply not available anywhere else. Soon, RIAs will have access to:
Robinhood Ventures: RIAs on TradePMR will get access to future public offerings by Robinhood Ventures, providing their clients the opportunity to get exposure to private markets. The first fund from Robinhood Ventures, Robinhood Ventures Fund I (RVI), IPO’d in March on the NYSE.
Advisor IPO Access: RIAs on TradePMR will be able to access IPOs. Similar to Robinhood Financial's IPO Access product, this will give advisors and their clients the power to invest in companies at their IPO price as they become available to the general public.
Fueling Advisor Growth on TradePMR
We introduced two new TradePMR benefits to help RIAs improve their overall economics and give clients even more flexibility.
Flexible RIA Incentive Program: We’re now offering incentives on eligible net new assets, structured on a case-by-case basis to support onboarding and asset migration. Advisors can access capital through forgivable loans (used selectively for purposes such as refinancing, funding working capital, or M&A).
Adjusted Margin and Securities-Backed Lending Rates: We’re lowering borrowing costs and helping improve client outcomes by reducing the cost of accessing liquidity.
The next era of wealth management starts today, and it’s powered by Robinhood and TradePMR.
Disclosures:
Referral services through Robinhood Advisor Network and portfolio management through Robinhood Strategies, both offered by Robinhood Asset Management, LLC, (“RAM”) is an SEC-registered investment advisor. For additional information about Robinhood Advisor Network and Robinhood Strategies, including about services, fees, risks, and conflicts of interest, please find our firm’s brochures at adviserinfo.sec.gov.
Securities offered through TradePMR Inc, Member FINRA/SIPC.
Robinhood Ventures DE, LLC (“Robinhood Ventures” or “RHV”) an SEC-registered investment advisor and a subsidiary of Robinhood Markets, Inc. provides advisory services to Robinhood Ventures Fund I (RVI).
Robinhood Financial LLC, (“RHF”) is a registered broker dealer (member SIPC) and provides brokerage services.
RAM, RHV, RHF and TradePMR are separate but affiliated companies and wholly-owned subsidiaries of Robinhood Markets, Inc. Robinhood and its affiliates generally earn more money from affiliated funds such as RVI than from unaffiliated funds. In addition, Robinhood holds interests in RVI and therefore has exposure to the RVI's market price.
RVI may not be suitable for all investors. An investment in the Fund is speculative and involves a high degree of risk with substantial risk of loss. The Fund's investments in private companies may be subject to higher risk than investments in securities of public companies. Investors should consider the investment objectives, risks, and charges and expenses of any closed-end fund (CEF) carefully before investing. The prospectus contains this and other information about the CEF and should be read carefully before investing.
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