CIRCLEBLACK
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience. The firm delivers portfolio management and performance reporting, tightly integrated with their choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business.
CIRCLEBLACK
Industry:
Financial Services FinTech Wealth Management
Founded:
2013-01-01
Address:
Trenton, New Jersey, United States
Country:
United States
Website Url:
http://www.circleblack.com
Total Employee:
11+
Status:
Active
Contact:
800-315-1241
Total Funding:
4.32 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress
Current Employees Featured
Alex Sauickie President & Chief Executive Officer @ CircleBlack
President & Chief Executive Officer
2020-09-01
Founder
Official Site Inspections
http://www.circleblack.com
- Host name: 23.185.0.3
- IP address: 23.185.0.3
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "CircleBlack"
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Information on valuation, funding, acquisitions, investors, and executives for CircleBlack. Use the PitchBook Platform to explore the full profile.See details»
CircleBlack Company Profile - Office Locations, Competitors ... - Craft
CircleBlack has 5 employees at their 1 location. See insights on CircleBlack including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.See details»
CircleBlack - VentureRadar
"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 …See details»
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CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client …See details»
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Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client facing activities. CircleBlack has …See details»
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CircleBlack delivers an interoperable all-in-one solution that seamlessly integrates the best-of-breed wealth-tech tools. CircleBlack's platform includes performance reporting, rebalancing, …See details»
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Nov 1, 2018 CircleBlack is a financial services hub that embraces all of the tools that financial advisors and their investors use daily in a well-designed and sophisticated …See details»
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CircleBlack makes wealth management better, for both the investor and the advisor. With cutting-edge technology, CircleBlack offers a usable, simple, secure and powerful platform that …See details»
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Outgrowing tools like Black Diamond, Orion, and Advyzon or need an upgrade from basic software? Experience the innovation that’s providing a more efficient, more insightful, and …See details»
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CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range …See details»
CircleBlack
CircleBlack is an innovative wealth management application that offers financial professionals an overview of a client’s portfolio in one, simple-to-access location. It also provides financial …See details»
Resources | CircleBlack Wealth Management Software for RIAs
These resources show you how to improve customer satisfaction and grow your RIA firm without burnout (or your team) out. Learn more.See details»
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CircleBlack's CRM goes beyond contact lists to enhance workflows and boost productivity. Erase hours of admin work with one-click access.See details»
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CircleBlack | Trust Center
Subprocessors CircleBlack, Inc. engages the following sub-processors to process customer personal data on behalf of CircleBlack as defined by our Data Processing Policy.See details»
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