RedBlack selected as WealthTech Provider of the Year by InvestmentNews

RedBlack has been named one of InvestmentNews's  WealthTech Providers of the Year for the second consecutive year. This annual awards program highlights outstanding professionals and firms in the wealth management industry.

The WealthTech Provider of the Year category acknowledges companies with a proven track record of success in providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients. After being named the 2024 WealthTech Provider of the Year, RedBlack continues to stand out for its significant product innovation, strong advisor satisfaction and ongoing momentum.

“RedBlack, is committed to providing the modern, sophisticated solutions that enable advisors to save time, streamline processes and facilitate better, more personalized client experiences,” said Jennifer Valdez, Chief Revenue Officer at RedBlack. “RedBlack, our leading rebalancing and trading platform, is a prime example of this mission. Firms around the country are finding value and success with RedBlack, leveraging the platform to efficiently and strategically grow. We are honored to be recognized by InvestmentNews for the second year in a row for the impact of our technology.”

Last year market notable growth and innovation for RedBlack, with the introduction of 113 product enhancements, a 61% increase from the previous year. And 70% of these enhancements were driven directly by customer feedback, highlighting RedBlack's commitment to not just listen but respond swiftly. Enhancement highlights include advanced compliance rules engine, comprehensive tax enhancement suite, sophisticated tax-loss harvesting and precise wash sale detection capabilities.

Winners were announced on June 24 in New York City. More information about the InvestmentNews Awards can be found here.