RedBlack, a leading provider of rebalancing and trading technology for wealth management firms, today announced it has won a 2026 WealthManagement.com Industry Award (“Wealthies”) in the Rebalancing category, recognizing RedBlack’s continued innovation in portfolio management, trading automation and scalable investment operations.

The award highlights RedBlack’s commitment to helping RIAs, wealth managers, family offices and asset managers solve some of the industry’s most complex portfolio trading challenges. Purpose-built for firms managing growth at scale, the RedBlack platform combines sophisticated portfolio rebalancing, tax-aware trading, model management, compliance controls and enterprise-grade trading workflows in a single solution.

As advisory firms face increasing pressure to deliver personalized portfolios while managing larger books of business, RedBlack enables them to rebalance faster, trade more efficiently and maintain oversight across accounts, strategies and households without adding operational complexity.

“Winning this award is especially meaningful because it recognizes the innovation behind the platform,” said Jennifer Valdez, Chief Revenue Officer at RedBlack. “We have spent years building technology that helps firms handle increasingly complex rebalancing and trading requirements at scale. From household-level rebalancing and tax-aware trading to sophisticated model management and workflow automation, every enhancement we make is focused on helping advisors grow without sacrificing efficiency, control or client outcomes.”

Now in its 12th year, the Wealthies program recognizes organizations and individuals driving innovation across the wealth management industry and helping advisors better serve their clients.

For more than 15 years, RedBlack has been pushing the boundaries of what rebalancing and trading technology can deliver. The company’s platform helps firms automate labor-intensive processes, manage portfolio drift, implement investment models with precision and execute trades across thousands of accounts efficiently and consistently.

This latest recognition adds to a year of significant momentum for RedBlack. Customer firms now manage more than $1 trillion in assets on the platform, underscoring the trust that leading wealth management organizations place in the firm’s technology. Combined with industry recognition as a 2026 ThinkAdvisor Luminaries Awards finalist for the third consecutive year, the award reinforces RedBlack’s position as one of the wealth management industry’s most innovative rebalancing and trading technology providers.

More information about the WealthManagement.com Industry Awards and the complete list of winners can be found here.

About RedBlack

RedBlack is a leading provider of rebalancing and trading technology and outsourced services, empowering financial advisors to scale with confidence and deliver efficient solutions for clients. With its award-winning investment management solutions, RedBlack enables some of the largest financial advice firms to optimize investor outcomes, streamline operations, and drive growth. Trusted by the wealth management industry for over 15 years, RedBlack’s technology platform supports more than $1 trillion in assets managed by its customers. Discover how RedBlack is redefining investment management at RedBlackSoftware.com.

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