Investment News

How Technology Can Embrace ‘Financial Therapy,’ by Sarah Rasmuss

Oct 1, 2021

Financial Advisor

Financial Advisor

As CircleBlack Grows Under New Leadership, Its Founder’s Vision Survives

Feb 25, 2021

Financial Advisor

3 Questions With Alex Sauickie Of CircleBlack

Sep 21, 2020

Q&A: New CircleBlack CEO Alex Sauickie Lays Out Vision for Mobile Development

Sep 16, 2020


The Value of a Superior User Experience

CircleBlack is laser-focused on providing a superior customer experience for Advisors and their clients.  Chief Product Officer, Sarah Rasmuss, discusses how CircleBlack puts the user experience at the forefront of all we do.

3 Key Considerations for a Successful Breakaway

This eBook provides insight into 3 key considerations advisors should weigh when building their tech stack, to assist advisors through the journey to independence.

Advisory Space and Finding the Right Technology for a More Efficient Practice

CircleBlack Chief Product Officer Sarah Rasmuss joins Jill Malandrino on Nasdaq #TradeTalks to discuss #FinTech trends in the advisory space and finding the right technology for a more efficient practice.