RedBlack Wins 2026 WealthManagement.com Industry Award for Rebalancing

RedBlack has been named the winner of the 2026 WealthManagement.com Industry Award (Wealthies) in the Rebalancing category, recognizing the firm's continued commitment to innovation in portfolio management, trading technology, and investment operations.

The award highlights RedBlack's mission to help RIAs, wealth managers, family offices, and asset managers tackle increasingly complex portfolio trading challenges. Designed for firms operating at scale, the RedBlack platform brings together sophisticated rebalancing, tax-aware trading, model management, compliance oversight, and enterprise-grade trading workflows within a single solution.

As advisory firms work to deliver more personalized portfolios while managing growing client assets, RedBlack helps teams rebalance faster, trade more efficiently, and maintain visibility across accounts, strategies, and households without increasing 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've spent years building technology that helps firms manage increasingly complex rebalancing and trading requirements at scale. From household-level rebalancing and tax-aware trading to advanced model management and workflow automation, every enhancement we make is designed to help advisors grow without sacrificing efficiency, control, or client outcomes."

Now in its 12th year, the WealthManagement.com Industry Awards 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 continued to advance rebalancing and trading technology. The platform enables firms to automate manual processes, manage portfolio drift, implement investment models with precision, and execute trades efficiently and consistently across thousands of accounts.

The award comes during a year of significant momentum for RedBlack. Firms using the platform now manage more than $1 trillion in assets, reflecting the confidence that leading wealth management organizations place in RedBlack's technology. Combined with recognition as a 2026 ThinkAdvisor Luminaries Awards finalist for the third consecutive year, this latest achievement further reinforces RedBlack's position as a leading provider of rebalancing and trading solutions for the wealth management industry.

For more information about the 2026 WealthManagement.com Industry Awards and the complete list of winners, visit the WealthManagement.com Industry Awards website.