RedBlack Crosses $1 Trillion AUM Supported Across its Platforms

A Milestone reflects growing advisor adoption, continued product innovation and company momentum following its transition to a standalone brand

RedBlack, a leading provider of wealth technology and managed services, has surpassed $1 trillion in assets under management (AUM) across its platforms, marking a major milestone in the company's growth and continued momentum following its transformation and reemergence as a standalone brand. This achievement underscores the trust RedBlack has earned among RIAs and wealth management firms nationwide.

For over 15 years, RedBlack has powered growth for RIAs, wealth managers, asset managers and family offices by helping them navigate some of the industry's most complex operational and portfolio management challenges. RedBlack empowers advisory firms to scale with confidence through its rebalancing and trading solutions, portfolio accounting software, and outsourced services.

At the core of RedBlack's offering is one of the industry's only standalone rebalancing and trading solutions, bringing together portfolio monitoring, tax-loss harvesting, pre- and post-trade compliance, cash management, and order management within a single multi-custodial platform. Serving firms ranging from $150 million to more than $220 billion in AUM, RedBlack enables advisors to save time, improve efficiency, and streamline processes at scale without sacrificing flexibility.

RedBlack remains committed to continuous, customer-driven innovation. Last year alone, RedBlack delivered more than 100 enhancements to its rebalancing and trading platform, with approximately 70% driven directly by customer feedback, ensuring that advancements are grounded in real advisor needs. These investments have significantly expanded the platform's scale and performance, positioning RedBlack to support up to 1 million accounts and 350,000 households.

“Surpassing $1 trillion in assets supported across our platforms is more than a milestone – it reflects the confidence advisors have in RedBlack as a true partner that helps improve business outcomes and drive growth,” said Jennifer Valdez, CRO of RedBlack. “We are building technology that solves real challenges for financial advisory firms today while strongly positioning them for the opportunities of tomorrow. As we continue to innovate alongside our customers, we are excited about what's ahead and the value we can create together.”

This milestone comes as RedBlack continues to expand its market presence through ongoing platform investment, customer growth and industry recognition. Most recently, the company was named a finalist in the WealthManagement.com Industry Awards for Technology Provider – Rebalancing. These accomplishments highlight RedBlack's growing role in helping advisory firms scale efficiently, adapt to evolving investor demands and poise themselves for long-term success.