TradeWarrior, Inc. develops and provides advanced, customizable portfolio rebalancing software designed specifically for Registered Investment Advisors (RIAs) and financial professionals. Founded by an advisor seeking a more efficient solution, the company's mission is to streamline complex and time-consuming tasks such as rebalancing, tax-loss harvesting, and cash management. The TradeWarrior platform integrates with major custodians and offers features like household-level rebalancing, security equivalencies, and compliance tools, enabling advisors to manage client portfolios more effectively and scale their operations.

Founded in

United States