Case Study

Padilla Wealth Management

Launched a niche firm by leveraging Black Diamond's advanced technology and best-in-class service teams.

Dion Padilla started his career in the wirehouses before breaking away as an RIA. This case study goes over Padilla's search for a comprehensive, yet configurable platform and why he ended up choosing Black Diamond. In addition to the game-changing technology, Padilla also notes the exceptional service he receives