RedBlack named a Finalist in the ThinkAdvisor 2025 Luminaries Awards for Product or Service Innovation

RedBlack, a leading provider of wealth technology and managed services, today announced that it has been recognized as a 2025 ThinkAdvisor Luminaries Awards finalist in the Innovation category for its advanced rebalancing and trading solution. The company won a ThinkAdvisor Luminaries Award last year in the Innovation in Rebalancing category.

Now in its fifth year, the ThinkAdvisor Luminaries Awards acknowledges the organizations redefining excellence in financial services. RedBlack’s sophisticated rebalancing and trading platform stands out for solving tangible advisory challenges through comprehensive capabilities such as portfolio monitoring, tax-loss harvesting, pre-trade and post-trade compliance and order management, all within a single multi-custodial solution. The company introduced several impactful product innovations this year, such as a comprehensive tax capabilities and powerful cash management enhancements.

"RedBlack remains committed to customer-inspired innovation that solves everyday challenges; over the past year, we have delivered nearly 115 enhancements to our rebalancing and trading platform, with 70% of those upgrades stemming directly from user feedback,” said Jennifer Valdez, CRO of RedBlack. “With RedBlack, advisors of all sizes are improving efficiencies and improving client outcomes, and we are proud to be recognized by ThinkAdvisor for this success.”

More information about the awards program and the full list of winners can be found here.

About ThinkAdvisor

ThinkAdvisor (ThinkAdvisor.com) provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.