CircleBlack, Inc is a leading wealth management platform based in Jersey City, NJ, offering an all-in-one solution for relationship-focused financial advisors. Their modern and intuitive advisor dashboard provides easy access to client information, while their client portal mobile app offers a beautiful and user-friendly experience. With core capabilities such as performance reporting, trading rebalancing, billing, and document vault, CircleBlack integrates with 25 leading wealth-tech vendors and has direct connections to 14 custodians and thousands of financial institutions.
CircleBlack serves a wide range of clients, including established RIAs, breakaway RIAs, and enterprises. Their platform is designed to save time, delight clients, and win more business for smaller firms that have outgrown custodian tools, larger firms dissatisfied with their current all-in-one vendor, advisors leaving wirehouse and IBD channels, and TAMPs, Custodians, Independent Broker-Dealers, and Wirehouses looking for custom solutions. With streamlined reporting, simplified billing capabilities, and a strong focus on delivering a strong client experience, CircleBlack is the go-to platform for advisors and businesses seeking to elevate every aspect of their firm.
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