Wealth management software for client-focused, growth-minded advisors

Our all-in-one cloud-based platform aggregates data, centralizes workflows, and provides you with a holistic view of your financial advisory firm

Experience the difference

CircleBlack Running on a Laptop and Phone

Maximize performance with our Advisor Dashboard

CircleBlack enhances efficiency and productivity, allowing you to focus on what matters most—servicing your clients and growing your business—without the need for extensive IT support or additional personnel.

Data Engine

Aggregate data from 17K+ sources plus integrations and see it all in one place

CRM Workflows

Boost productivity by automating client management and prospecting workflows

AI-Powered Reporting & Insights

Create custom, comprehensive reports that guide client understanding in seconds

Bidirectional Document Vault

Store, share, and receive documents & multimedia within a secure repository

Digital Investor Experience

Increase engagement with your advisor-branded Client Portal and Mobile App

Client Billing

Set custom billing terms, collect fees, and share invoices with clients in-app

“CircleBlack gives me a more complete picture of my clients’ financial well-being and makes me a better advisor as a result.”

Patrick J. Hehir

Certified Financial Planner™

Princeton Financial Partners,
branch office of Andrew Garrett, Inc.

Connect with the tools you already use—all on one simple platform

Easily integrate with 25+ best-in-class WealthTech, AdvisorTech, and FinTech solutions including across CRM, planning, risk, trading & rebalancing, and over 17,000 financial institutions directly in your Advisor Dashboard

Book a demo today

Built for advisors at all stages of growth

CircleBlack helps new and established RIAs scale their business by reducing administrative workload, streamlining operations via integrations, and providing advanced features for financial advisors managing larger clients and assets.

Explore our Advisor Growth Suite

"As a startup, we wanted a platform that fit our firm from a value and values standpoint. It’s not just about being a scrappy start-up. It’s about disrupting the market and finding a partner that wants to help you be disruptive."

Tom Toth

Founder

Toth Capital Management

Breakaway Advisors

"Our goal was to offer our clients a simple and seamless client portal. CircleBlack also has great reporting technology, which helps illustrate asset allocation, performance, sector breakdowns, risk analysis, etc. with our clients."