Two advisors at Altruist and Schwab Advisor Services have increased their firm revenue by 20% from last year, just in the last two months since using Pomarium! #Advisors if you want that kind of growth in your practice, send us a message. Or you can start by seeing if you are a fit: https://lnkd.in/dg-X2gX2
About us
Pomarium helps financial advisors retain and grow their business with personalized portfolios that clients love.
- Website
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www.getpomarium.com
External link for Pomarium
- Industry
- Investment Management
- Company size
- 2-10 employees
- Type
- Privately Held
- Founded
- 2023
Employees at Pomarium
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Marin Berg
CHIEF TECHNOLOGY OFFICER (CTO) | GLOBAL PRODUCT MANAGEMENT | PRODUCT OPERATIONS | PRODUCT DESIGN
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Libby Sparks
Director of Operations at Pomarium
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Bradley Sparks
Making it easy for advisors to retain and grow their business with personalization that their clients love.
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Jordan Duffey
Full Stack Software Developer @ Pomarium
Updates
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Pomarium reposted this
In the second part of our special three-part episode of The Disruption is Now #podcast, live from Financial Planning's #AdviseAl, host Greg Matusky sits down with three thought leaders to explore #Al's evolving impact on #WealthManagement. Charles Morris, Microsoft's Chief Data Scientist for #FinancialServices, discusses the need to balance strategic thinking with technical depth in Al to help firms navigate transformative shifts. Bradley Sparks, Co-Founder of Pomarium, explains how Al is enabling advisors to align investments with clients unique values at scale. And last but not least, Rebecca Wilde, Managing Director at StockSnips, describes her team's approach to using Al-driven sentiment analysis to provide independent advisors with predictive insights based on financial news trends. Tune in: https://lnkd.in/gmymNPga
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Our founders, Erik Sartin and Bradley Sparks making a splash at XYPN! Also, thanks to Mimi Do for surprising us with a picture - you are awesome and are the perfect embodiment of what Altruist stands for!
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🚀 We launched our Instagram last week. If you're interested in a non-traditional follow, check us out over there! No marketing, no targeted campaigns, no fintech jargon. We'll be showing everyone a BTS look at what it takes to build a startup between the coasts, heavily featuring our awesome team and day-to-day activities. We value transparency and honesty, especially in the startup space where there's a lot of gatekeeping and confusing parallel paths. We hope you join us for the ride! https://lnkd.in/gWzJ5BHp
Pomarium (@getpomarium) • Instagram profile
instagram.com
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Pomarium reposted this
Making it easy for advisors to retain and grow their business with personalization that their clients love.
STOP WASTING TIME AND MONEY #FinancialAdvisor How much do you spend on lead-gen, portfolio construction, analytics, proposals, risk assessments and other client questionnaires? It is likely you use multiple tools for all of those which drains your time and bandwidth 😮💨 If you're using a sub-advisor or other service that charges an AUM fee then your costs go up for every extra dollar you earn....you could be paying hundred of thousands 🤯🤔 With Pomarium you get all of those and more for just $250/mo per Advisor ‼️🚀 Why? We learned as advisors using Altruist that easy-to-use, reasonably priced technology leads to drastically better outcomes for clients. We want that for YOU! A demo ( https://lnkd.in/gqd6EMD3 ) with me takes 15 minutes but can save you thousands of dollars and hours of your time 🏆🌴🎉
Pomarium Demo - Bradley Sparks
calendly.com
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YES!! Personalization matters AND it is easy
Based on the intensity of US politics, people have strong personal values. It is great that people have personal values and strong convictions! 💪❤️ Do you incorporate your clients' personal convictions into their investment portfolios? 🤔 I understand—it can be really challenging to invest in alignment with your values without feeling like you're sacrificing investment quality and returns. BUT IT IS POSSIBLE. ✅ Pomarium makes it easy (and scalable) for investment advisors to provide each of their clients with an investment portfolio that performs well 📈 and aligns with their personal values 🌱. The investment industry has often encouraged clients to overlook their personal values because personalizing portfolios was difficult—until now. With Pomarium, it's simple to tailor investments to individual values without compromising performance. 💡✨ Advisors, check out www.getpomarium.com
Pomarium - Personalized Investment Portfolios Made Simple
getpomarium.com
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We love our clients and aren’t afraid to let them know! 🔥
Making it easy for advisors to retain and grow their business with personalization that their clients love.
When a new advisor signs up with Pomarium we provide them with a welcome kit. What's in it? instructions on getting started, a bio of everyone that will help support you, a gift card, a hat, and a handwritten note. Why? We care about the success of all of our advisors. We want Pomarium to empower their revenue growth, to allow them to offer a differentiated service, and to improve their customer satisfaction and experience. Because we are a custodian agnostic tech tool that is a low fixed monthly fee for advisors, we have seen advisors get really creative about using Pomarium all across the industry. One Altruist advisor is using it to allow clients to "stop paying large fund companies and pay their advisor instead". This has resulted in a 566% ROI on buying Pomarium in the first two months! A BNY Pershing is using Pomarium as the most robust, personalized screening tool. An advisor at Betterment Advisor Solutions is using it to market and create lead gen with their unique firm link provided by Pomarium. A Raymond James advisor is using it as a premier offering to retain his top clients.
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We also work with advisors over their first 30 days to understand their technology processes to consult how to seamlessly incorporate Pomarium, as well as understand how they want to message and market it to their clients so that we can craft content for them to use. You get all of that for $250/mo!!! check us out at XYPN!!
Making it easy for advisors to retain and grow their business with personalization that their clients love.
When a new advisor signs up with Pomarium we provide them with a welcome kit. What's in it? instructions on getting started, a bio of everyone that will help support you, a gift card, a hat, and a handwritten note. Why? We care about the success of all of our advisors. We want Pomarium to empower their revenue growth, to allow them to offer a differentiated service, and to improve their customer satisfaction and experience. Because we are a custodian agnostic tech tool that is a low fixed monthly fee for advisors, we have seen advisors get really creative about using Pomarium all across the industry. One Altruist advisor is using it to allow clients to "stop paying large fund companies and pay their advisor instead". This has resulted in a 566% ROI on buying Pomarium in the first two months! A BNY Pershing is using Pomarium as the most robust, personalized screening tool. An advisor at Betterment Advisor Solutions is using it to market and create lead gen with their unique firm link provided by Pomarium. A Raymond James advisor is using it as a premier offering to retain his top clients.
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BTW - Pomarium is $250/mo per advisor. If you are able to grow or retain only $300,000 of client assets - it pays for itself!
Making it easy for advisors to retain and grow their business with personalization that their clients love.
We built Pomarium as advisors, and we built it for advisors. This is Pomarium: 1) is extremely easy to use 2) helps advisors engage their clients with a UI that clients enjoy 3) has no minimums 4) does not siphon away advisors AUM fees 5) allows advisors to retain control of their offering 6) supports advisors in figuring out their processes and marketing 7) has an extremely simple signup and onboarding process. Here is one of the use cases we have been seeing for advisors using Pomarium: USE CASE #1: Advisors are using Pomarium to increase their revenue. Pomarium replicates an advisor's existing US large and mid cap funds, without the expense ratios. Advisors are able to position Pomarium to the clients as a transfer of the fees from the fund companies to the advisor. To date, 90% of clients that are given this option have emphatically agreed to it because they would rather pay the advisor whom they trust and who is doing the majority of the work for them, anyways. We have advisors from Raymond James, Betterment, Altruist, Fidelity for Wealth Managers, Charles Schwab, Orion, Envestnet, Inc all using Pomarium. Send us a message to go through a walkthrough - or even to sign up for a free 30 day trial using TRIAL30 at https://lnkd.in/gd75v2P4 - it takes 30 seconds!