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
Email Addresses:
[email protected]
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
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" on Search Engine
Company | CircleBlack
Mar 24, 2023 Who we serve: Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.See details»
Leadership | CircleBlack
CircleBlack’s leadership team has decades of experience delivering industry leading technology for the wealthtech ecosystem. We have a rich history of building strong, collaborative relationships with our clients.See details»
CircleBlack - Crunchbase Company Profile & Funding
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience. The firm delivers portfolio management and performance …See details»
Discover | CircleBlack
Discover the Future. of Wealth Management. Outgrowing tools like Black Diamond, Orion, and Advyzon or need an upgrade from basic software? Experience the innovation that’s …See details»
CircleBlack | LinkedIn
About us. CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.See details»
Behind the Scenes: Scaling a Customer Success Organization at …
Sep 22, 2023 My name is Matt and I’m an Army veteran and the Head of Customer Success at CircleBlack. I have been helping build CircleBlack for nearly nine years; I …See details»
CircleBlack Adds Vanguard to Growing Line-Up of Top Global …
HAMILTON, N.J., Nov. 9, 2021— CircleBlack, a unified wealth management platform, has expanded its Model Marketplace with the index-based strategic model portfolios of …See details»
Enterprise | CircleBlack
Independent broker-dealers. Wirehouses. RIA aggregators. Leading enterprises choose CircleBlack. Ready to try CircleBlack? See how we can help you simplify your daily …See details»
CircleBlack Launches Major Upgrade to Wealth …
CircleBlack. Jun 29, 2021, 10:21 ET. Share this article. HAMILTON, N.J., June 29, 2021 /PRNewswire/ -- CircleBlack has launched a major upgrade to its unified best-of-breed …See details»
How It Works | CircleBlack
CircleBlack has a modern and intuitive UI, beautiful and easy to use client experience, complete set of core capabilities, and dozens of integrations – all built on a robust data architecture with direct connections to over a …See details»
CircleBlack – The All-in-One Platform You’ve Been Waiting For
It’s the advisory platform you’ve always wanted. The one that boosts operational efficiencies, reduces costs, and scales your business. Take CircleBlack for a test drive …See details»
CircleBlack | Community
Welcome to the CircleBlack Community! Browse. Knowledge Base. Read product guides and how-to's. Announcements. Read the latest news from the CircleBlack team. Product …See details»
CircleBlack Company Profile - Craft
CircleBlack is a performance and wealth management platform. It offers features such as view and analyzes multiple accounts, easy-to-navigate dashboards, quick access to …See details»
Compared | CircleBlack
CircleBlack is the breakthrough solution for registered investment advisors. We invite you to see how it boosts operational efficiencies, reduces costs, and helps scale your business, …See details»
CircleBlack on LinkedIn: Behind the Scenes: Scaling a Customer …
Go behind the scenes and learn how our Customer Success leader, Matt Valkovic, is scaling CircleBlacks Customer Success organization.See details»
CircleBlack - Contacts, Employees, Board Members, Advisors
CircleBlack - Contacts, Employees, Board Members, Advisors & Alumni. Organization. CircleBlack. Connect to CRM. Summary Financials People Technology Signals & News …See details»
Announcements | Community - CircleBlack
Apr 9, 2024 CircleBlack Update: TD-Schwab Post-Conversion Status as of Sept 7, 2023. We wanted to provide an update on our post-TD/Schwab conversion efforts at …See details»
CircleBlack Pricing, Alternatives & More 2024 | Capterra
What is CircleBlack? Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client …See details»
(V3) How To Guide: Using the CircleBlack Advisor Dashboard
Matt Valkovic. 2 years ago. Updated. Follow. The CircleBlack Advisor Dashboard provides you the ability to look at your entire book of business, drill down into every household …See details»
CircleBlack - Funding, Financials, Valuation & Investors
CircleBlack has raised a total of. $12.6M. in funding over 2 rounds. Their latest funding was raised on Jun 13, 2023 from a Venture - Series Unknown round. Which funding types …See details»