Partner Marketplace

CircleBlack’s Partner Network connects you with trusted resources to help grow your firm and better serve clients. For a warm referral, email sales@circleblack.com. We’re happy to offer a no-commitment introduction.
Experience the difference
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Grow your firm strategically and efficiently

10%

Less time spent on administrative tasks through CircleBlack’s trusted partner network

11%

Increase in client satisfaction with data integration and sync

2%

Increase in client retention with data from 150+ custodians and 17,000+ institutions

Grow your firm strategically and efficiently

10%

Less time spent on administrative tasks through CircleBlack’s trusted partner network

11%

Increase in client satisfaction with data integration and sync

2%

Increase in client retention with data from 150+ custodians and 17,000+ institutions

Our referral partners

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COMPLY (RIA in a Box)
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WealthTech Integrations

Integration Adapters
CUSTODIAN DATA FEEDS & AGGREGATORS

Integrate custodial and held-away accounts in one platform.

Your clients can link all managed and unmanaged investment accounts through the investor portal or mobile app, even before the first meeting. CircleBlack gives a complete financial view to deliver tailored portfolio advice and build lasting relationships right from day 1.
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Experience the difference
Diversified Capital Group
CircleBlack works with powerful technology partners to expand your firm’s capabilities.
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Eric Pierce
COO, Partner, and Wealth Advisor
Rovin Capital

Frequently asked questions

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Where can I learn more about CircleBlack’s third-party partnerships and the value they provide to firms/advisors?

CircleBlack maintains both business and technology partnerships with some of the best-known providers in wealth management and wealth management technology. Our Partner Marketplace provides advisors with a place to browse our referral partners and request a warm introduction, while our Integrations page provides more insight into the Integration Adapters we offer within our platform.

Does CircleBlack provide warm introductions to technology integration partners?

Yes! CircleBlack is happy to provide you with a warm introduction to any provider you see amongst the featured Integration Adapters on our Integrations page.

Do you have a list of existing custodian feeds?

These are the direct integrations we have with custodians. We also offer access to thousands more through aggregators like DAZL BNY Mellon, DST FANMail, and ByAllAccounts. This list grows continuously.

How quickly can I get started with CircleBlack?

We’ll schedule your first onboarding call a few days after you sign the agreement. After, system access varies by custodian but typically takes a few weeks. However, we can add ‘dummy data’ into the platform to get you started faster.

How long will it take my clients to learn and use CircleBlack?

Your clients can learn how to use the platform in as little as 30 minutes.

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