Echo Trade Joins Tradier As Latest Partner

Tradier announces partnership with Echo Trade, allowing investors to subscribe to strategies that fit their investment goals & copy trades of pro wealth managers.

Charlotte, NC - Tradier is thrilled to announce a new partnership with Carlsbad, CA based Perfectna, Inc who is launching their new product Echo Trade, which allows investors to subscribe to strategies that fit their investment goals and copy the trades of professional wealth managers. Before Echo Trade, it was typically only the super wealthy that had access to professional investing knowledge, and now the information is accessible at all levels. 

With the Echo Trade platform, investors of all levels can browse, subscribe, and mimic the moves of financial greats. The platform is a marketplace of investment strategies created by professional portfolio managers with the goal of increasing wealth-building opportunities while decreasing the barrier to entry. 

Perfectna CEO Dan Peña is focused on helping people reach their financial goals by providing equitable access to wealth management strategies. He spent his early years learning about wealth generation, investing, real estate, taxation, and law and wanted to find a method of “community sharing” that wasn’t a scam. He also knows investors are seeking truth, simplicity, and credibility behind trading strategies–the why and the how to invest like market leaders. 

With Echo Trade, investors can view and compare multiple credible portfolio performances from registered wealth management firms that are dedicated to the profession of investing. There are no gimmicks, get-rich-quick schemes, or TV talking heads. 

Echo Trade offers its subscribers numerous benefits including:

  • Plans start as low as $5/month
  • Follow and mirror the same trades that institutional investment managers are making
  • Immediate notifications when their subscribed strategy portfolio manager places a trade
  • Compare their account performance and positions alongside the same strategy
  • Monthly subscription fee remains fixed as assets grow

To learn more about Echo Trade, visit

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