The 21st annual T3 Conference (Technology Tools for Today, a.k.a. “T3”), the premier event for financial technology and innovation, is proud to announce the winners of its 2025 awards, recognizing excellence in leadership, technology, and emerging innovation.
This year’s conference is centered around “The Organic Growth Imperative,” highlighting the importance of organic growth—beyond mergers and acquisitions—for financial advisors looking to thrive in a rapidly evolving landscape. With a focus on next-generation clients, the event showcases cutting-edge solutions that help advisors overcome growth challenges and scale their businesses effectively.
“These award winners represent the best of the best in financial technology,” said Joel Bruckenstein, President of T3. “Robb Baldwin, Brian Edelman, and the team at AllocateRite have each made significant contributions to advancing the industry, whether through decades of leadership, cybersecurity innovation, or AI-driven wealth management solutions.”
Lifetime Achievement Award – Robb Baldwin, Founder & CEO of TradePMR
Robb Baldwin, Founder, TradePMR, has been a visionary leader in the financial services industry for over 25 years. From his early beginnings in Gainesville, FL, Baldwin built TradePMR into a highly successful RIA custodian capable of competing with the industry’s largest firms. By leveraging cutting-edge technology and maintaining an unwavering commitment to superior customer service, Baldwin has positioned TradePMR as a leader in this space, earning a reputation for excellence and innovation.
Technology Leadership Award – Brian Edelman, CEO of FCI Cyber
For nearly three decades, Brian Edelman, CEO, FCI Cyber, has been a pioneer in cybersecurity for financial advisors. Long before regulatory bodies emphasized cybersecurity protocols, Edelman dedicated himself to educating advisors about digital risks and implementing strategies to safeguard their firms and clients. His continued efforts to advance cybersecurity awareness and protection have made a lasting impact on the industry.
Emerging Technology Award – The Team at AllocateRite
AllocateRite is redefining AI-driven wealth management with its innovative platform and NEWT, the AI Assistant for wealth management. As AI tools gain traction in financial services, AllocateRite stands out with its sophisticated suite of solutions, particularly its advanced fixed income capabilities. Their forward-thinking technology represents a significant leap in AI-powered financial advisory services.
ABOUT ROBB BALDWIN AND TRADEPMR
Robb Baldwin is the Founder, President, and CEO of TradePMR, a technology and custodial services firm built by RIAs for RIAs (Registered Investment Adviser). Starting as a financial advisor, Baldwin became a fee-only financial advisor in the 1990s. After experiencing a difficult custodian transition, he saw the need for a provider dedicated to exceptional technology and service. In 1998, he founded TradePMR, a firm that has stayed true to this mission for over 20 years.
TradePMR’s Fusion platform has repeatedly ranked #1 in advisor satisfaction (2019, 2021, 2022, 2024) in the annual T3/Inside Information Advisor Software Survey. Robb was also recognized by Financial Planning magazine as one of the “20 People Who Will Change Wealth Management in 2020.”
Holding multiple securities licenses, Baldwin remains committed to helping advisors achieve true independence through best-in-class technology and service.
ABOUT BRIAN EDELMANN AND FCI CYBER
Brian Edelman is a nationally recognized Cybersecurity Protection and Compliance expert and the CEO of FCI, a NIST-based Managed Security Service Provider (MSSP) he founded in 1995. FCI delivers customized cybersecurity and compliance solutions for regulated organizations, helping them meet Federal and State cybersecurity requirements, including 23 NYCRR 500 from the NY Department of Financial Services.
FCI blends best-in-class technologies, cybersecurity best practices, and innovation to provide Managed Endpoint and Network Protection, Safeguard Scanning, and Compliance Enablement services.
Edelmann has spoken at major industry conferences such as TD Ameritrade LINC, and FPA, and has been featured in CNBC, Financial Planning magazine, and InvestmentNews. He also serves as a Cybersecurity Technology Expert for Forbes NY Council and holds a Cybersecurity Risk Management certificate from Harvard University.
ABOUT ALLOCATERITE
Founded in 2016, AllocateRite is a digital financial technology firm leveraging AI-driven solutions to enhance wealth management. The company has trained proprietary machine-learning algorithms to forecast asset risk. Its cloud-native, secure, all-in-one wealth management platform features Newt, an embedded AI agent designed to automate workflows and provide actionable insights into securities and portfolios.
AllocateRite’s mission is to empower asset managers and investment advisors with a comprehensive, AI-powered solution. The firm’s Turnkey Asset Management Platform (TAMP) streamlines onboarding, proposal generation, rebalancing, tax optimization, direct indexing, and tax-loss harvesting—delivering advanced financial services at scale.
ABOUT T3 (TECHNOLOGY TOOLS FOR TODAY)
T3 was founded in 2003 by financial services experts (and former financial advisors) David Drucker and Joel Bruckenstein. Together they are the authors of three books on applied practice management and technology for financial advisors. In the early years, they produced the T3 Technology newsletter, a first-of-its-kind publication in the financial services industry. From the newsletter, T3TechnologyHub.
