CircleBlack, Inc. was founded in 2014 to deliver innovative technology to a new generation of financial advisors and institutions as well as their clients. Our software tools uniquely fill an important gap in the marketplace by combining data integration and aggregation with ease of use and implementation. Building on the success of our initial product for independent and breakaway RIAs, we also offer solutions for Custodians, Aggregator/TAMPs, and other financial institutions. To support our continued growth, we are focused on deepening our integrations with industry partners and expanding the core functionalities of our products.
CircleBlack’s seasoned management team is led by Alex Sauickie, Chief Executive Officer and President. The company is privately held and is headquartered in New Jersey.
“CircleBlack is now firmly on the path to becoming the primary operating system and a preeminent interface for the wealth management industry.”
Tobin Whamond, Long Arc Capital