RedBlack, a leading provider of wealth technology and managed services, today announced that it has been recognized as a finalist for the WealthManagement.com Industry Awards in the Technology Provider – Rebalancing category for ongoing innovation to its rebalancing and trading platform. Now in its 12th year, the “Wealthies” celebrates the organizations and individuals driving innovation and delivering meaningful impact for financial advisors and their clients.
RedBlack was recognized for its continued innovation and enhancements to its rebalancing and trading platform, which helps RIAs, wealth managers, asset managers and family offices streamline operations, address industry complexity and scale more efficiently.
With more than $900 billion on the platform, RedBlack delivers comprehensive rebalancing and trading capabilities, including portfolio monitoring, cash management, tax-loss harvesting, pre- and post-trade compliance, and order management — all within a single multi-custodial solution. The platform supports firms ranging from $150 million to more than $130 billion in AUM, helping them save time, increase operational efficiency and future-proof their businesses.
“At RedBlack, we have a long history of listening closely to our customers and rapidly investing in solutions that address their most pressing business challenges,” said Jennifer Valdez, Chief Revenue Officer at RedBlack. “We’re honored to once again be recognized by the Wealthies, an award program we’ve proudly won in the past. This recognition reinforces our commitment to innovation and leadership in the rebalancing and trading space. By leveraging our technology, firms are transforming their operations, delivering more personalized client experiences and accelerating sustainable growth.”
The Wealthies Award ceremony will be held on Sept. 10 in New York City. More information about the awards program and the full list of finalists can be found here.
