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


Alex Sauickie, President & CEO

Learn what makes CircleBlack unique and how Advisors, Aggregators, TAMPs and Custodians rely on the CircleBlack platform to set them apart.

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.

CircleBlack for Custodians, TAMPs, and RIA Aggregators

Hear President and CEO, Alex Sauickie, discuss how companies that service Advisors benefit from all that CircleBlack has to offer.

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.

The Importance of Wealth Management Platforms

Alex Sauickie, President & CEO of CircleBlack, discusses the value of working with the best technology to deliver a superior client experience and help drive deeper interaction between the advisor and investor.

A Trend That Has Been Building in Wealth Management and Is Now Becoming Mainstream

Nasdaq TradeTalks broadcasts live from MarketSite in Times Square to talk with CircleBlack President & CEO Alex Sauickie about the role of model marketplace in wealth management.