RedBlack, a leading provider of rebalancing and trading technology for wealth management firms, today announced that Regent Peak Wealth Advisors is leveraging RedBlack’s rebalancing and trading platform to scale investment management, strengthen tax-aware portfolio construction and support the firm’s next phase of growth.

Founded in 2019 following its transition from Merrill Lynch to independence, Regent Peak Wealth Advisors currently manages over $800 million in assets. After initially relying on a bundled technology platform during its transition to independence, the firm later adopted a best-of-breed technology strategy designed to better support its investment philosophy and long-term growth objectives.

As part of that evolution, Regent Peak selected RedBlack for its intuitive design, scalability, and advisor-centric approach to portfolio management. Today, the majority of the firm’s assets and 782 accounts are managed through the platform, enabling advisors to efficiently implement investment decisions across portfolios while maintaining the flexibility and customization clients expect.

“Independence gives us the freedom to select technology based on how well it supports our investment approach and serves our clients,” said Nathan Hoyt, Chief Investment Officer at Regent Peak Wealth Advisors. “RedBlack stood out because it reflects how advisors actually think about portfolio management. We can build a strategy once, apply it across multiple risk profiles, customize it when needed, and efficiently manage sophisticated portfolios at scale. In many ways, it gives us the ability to steer the cruise ship like a speedboat.”

Tax-aware investing is a core component of Regent Peak’s client experience. RedBlack helps the firm incorporate tax considerations into portfolio management through capabilities such as capital gains budgeting, tax-impact alerts, and support for coordinating investments across taxable and tax-advantaged accounts. These capabilities allow advisors to implement tax-aware strategies more efficiently while helping clients retain more of their wealth.

Beyond tax management and trading efficiency, RedBlack has become an important part of Regent Peak’s growth strategy. The platform enables the investment team to support increasing assets and account volumes without proportionally increasing operational complexity. As the firm continues to add advisors and evaluate future acquisition opportunities, leadership views RedBlack as a scalable foundation for continued expansion.

“Independent advisory firms need technology that can support growth without sacrificing flexibility,” said Jennifer Valdez, Chief Revenue Officer of RedBlack. “Regent Peak demonstrates how advisory firms can use RedBlack to deliver sophisticated tax-aware investment strategies at scale while maintaining the high level of customization clients expect. We’re proud to support the firm’s continued growth and success.”

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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