Palladium Registered Investment Advisors

What Palladium Registered Investment Advisors does

Palladium Registered Investment Advisors, legally Palladium Partners LLC, was a Registered Investment Advisor (RIA) headquartered at 150 W. Main Street, Suite 1500, Norfolk, Virginia. Founded in 2008 and operating with 11–50 employees, the firm provided wealth management, investment advisory, portfolio management, and financial planning services primarily to high-net-worth individuals across the Southeast United States. The firm was recognized by Barrons as an industry leader in wealth management.

The firm's core offering was investment management services delivered through a password-protected client portal, with account reporting and portfolio management capabilities powered by third-party platforms — Addepar for consolidated multi-asset-class portfolio reporting and eMoney for financial planning and account aggregation. Client access to Addepar is handled via OAuth2 authentication, and the portal also exposes account-related data not included in quarterly reports. Palladium did not develop proprietary technology; its technology moat rested on integration with these established wealth management platforms rather than internal product engineering.

Palladium operated a sales-led go-to-market via direct client relationships, with prospective clients directed through the Cerity Partners website following the 2022 merger. Revenue was generated through investment management fees charged as a recurring percentage of assets under management (AUM), with the firm illustrating its fee impact via a 1% annual fee example (reducing a 10% gross return to 8.9% net over 10 years). Performance was reported gross of fees. In 2022, Palladium merged with Cerity Partners, and the combined firm now operates under Cerity Partners branding while existing Palladium clients continue to be served through the inherited eMoney and Addepar infrastructure; Palladium Partners LLC no longer operates as an independent entity.

Name

Palladium Registered Investment Advisors

Legal name

Palladium Partners LLC

Website

https://palladiumllc.com

Company type

Private

Founded year

2008

Operating status

Acquired

Headcount range

11–50 employees

Short description

Palladium Registered Investment Advisors (Palladium Partners LLC) was a Norfolk, Virginia-based Registered Investment Advisor providing wealth management, portfolio management, and financial advisory services to high-net-worth individuals across the Southeast United States, now merged with Cerity Partners.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Financial planning
• Registered investment advisor

Headquarters

HQ city

Norfolk

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Investment Management Fees: The firm charges investment management fees for advisory services. Performance reports are presented gross of fees, with example noting that a 1% annual fee debited over 10 years would reduce a 10% annual gross return to 8.9% net return.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Palladium Registered Investment Advisors is a Registered Investment Advisor (RIA) offering professional investment management, portfolio management, and wealth advisory services to high-net-worth individuals and families. The firm provides clients with password-protected online access to consolidated portfolio reporting and account data via third-party wealth management platforms eMoney and Addepar. Following the 2022 merger with Cerity Partners, services are delivered through the combined firm's platform while maintaining existing client relationships.

Product overview

Palladium Partners LLC (now merged with Cerity Partners) offers professional investment management services as a registered investment advisor. The firm provides portfolio management and financial advisory solutions through a password-protected client portal, with account reporting capabilities powered by Addepar technology. The company operates from a Norfolk, Virginia office location and has been recognized by Barron's as an industry leader.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Professional investment management services delivered as a Registered Investment Advisor, providing portfolio management and wealth advisory solutions for individual clients, including portfolio diversification, performance reporting, and financial planning guidance.
• Client Portal Password-protected online portal providing clients access to account reports, quarterly performance data, and related account information via the Addepar platform.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• Cerity PartnersflagshipStrategic or Co-development Partner · 1 January 2022Palladium Partners LLC has merged with Cerity Partners, combining the two firms into a stronger combined entity. The merger integrates Palladium's operations with Cerity Partners, with Palladium clients now directed to Cerity Partners for prospective client inquiries and new business. The combined firm operates under the Cerity Partners brand while maintaining Palladium's existing client relationships and service infrastructure.
• eMoneycoreTechnology or IntegrationeMoney is a wealth management platform providing financial planning and account aggregation tools used by Palladium to serve client account access needs. Clients access eMoney portal for account management functionality.
• AddeparcoreTechnology or IntegrationAddepar is a portfolio management and reporting platform providing consolidated investment data across multiple asset classes. Palladium clients access their accounts through Addepar's OAuth2 authentication system for portfolio reporting and performance data.

Recent moves5 records

Expansion highlights3 records

Market position

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Palladium Registered Investment Advisors