About Us

What we do: CircleBlack delivers an interoperable all-in-one solution that seamlessly integrates the best-of-breed wealthtech tools. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of integrations with 3rd party CRM, planning, and risk assessment tools. CircleBlack’s platform provides advisors with the flexibility and choice they need to optimize their practice and enhance their clients’ experience.

Our product vision:

• Improve the quality of advisor-client communications to deepen the relationship
• Help advisors differentiate from the competition to win more business and retain clients
• Reduce time advisors spend on low value administrative activities

Who we serve: Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.