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Grow and scale your RIA firm with thought leadership and actionable advice from leading advisors.

A Blueprint to Scale Your Wealth Management Business

Despite the uncertainty of the markets in recent months, the wealth management industry has fared well — in fact, it’s growing. In the United States alone, one study forecasts the market to grow to $73.3 trillion by 2026, up 26.4% from 2020. There are a few reasons...

CircleBlack Standardizes Operations at Cross State Financial

Customer Stories

The platform “gives us a one-stop login to a holistic system that integrates with our customer relationship management (CRM) solution.”

See how Cross State Financial standardized ops with CircleBlack.

CircleBlack Improves Client Engagement at Silverman & Assoc

Customer Stories

“Instead of me having to try to create screenshots, I can generate professional reports with our own branding,” says Silverman.

See how Silverman & Assoc improved client engagement with CircleBlack.

CircleBlack: Mission-Critical for Glen Eagle Daily Ops

Customer Stories

“The platform provides everything we need and is very user-friendly. The process for integrating our existing technology stack was seamless.”

See how CircleBlack become the mission-critical for Glen Eagle Daily Ops.

CircleBlack Appoints Wealthtech Industry Leader Lincoln Ross as CEO

Press

Ross Takes Helm to Build on Long-Term Goal of Expanding Partnerships, Capabilities.

CircleBlack and Smartleaf Partner to Provide an Integrated Wealth Management Solution to Benefit Both Firms’ Clients

Press

The combined offering provides a unified wealth management platform with a highly scalable trading and rebalancing solution suitable for any firm looking to bring efficiency to the management of highly customized, tax-optimized portfolios.

See CircleBlack in action

Our all-in-one wealth management platform streamlines operations, reporting, and client engagement for your RIA firm.

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