Meet Josh
Josh Small leads strategic partnerships and oversees integration initiatives that expand the SS&C Black Diamond Wealth Solutions ecosystem. His work helps firms unlock the full value of Black Diamond by connecting the innovative technology with strategic service providers. He is passionate about building scalable solutions that improve advisor efficiency and client outcomes.
He joined SS&C in 2020, first leading the Sales Development team responsible for driving lead generation across the wealth, asset management, and alternative markets.
Josh earned his Bachelor of Business Administration from Florida Atlantic University.
Josh's Insights
February 17, 2026
How wealth managers can use tax season discussions to deepen planning and strengthen client relationships.
By: Josh Small
July 8, 2025
Discover how integrations power a holistic view across Black Diamond.
By: Josh Small
January 23, 2025
The wealth management industry is evolving rapidly, with investors seeking more personalized and comprehensive financial solutions.
By: Josh Small