Know Your Wealth, Live Your Life

CircleBlack is a wealth management platform designed to make life easier.  From investors who desire more knowledge and control over their investments to Advisors looking for better ways to connect with their clients, CircleBlack was designed with your needs in mind.


A comprehensive view of your portfolio, WealthAlerts®, targeted content and goal setting all on your phone! Click Here to find out more or ask your advisor how to get started.


Multi-Aggregation, Integration, revenue generator and performance reporting all in a central single sign-on (SSO) Key Stroke hub. Click Here to find out more and see a demo.

Who is CircleBlack?

Led by distinguished financial professional John Michel and a team of financial innovators, CircleBlack is experienced in financial technology, investing and the consumer wealth marketplace. Together, we have driven innovation for Bloomberg, Citi, Deutsche Bank, FactSet, Merrill Lynch, UBS and more.

Based on our experience and diverse backgrounds, we’re giving you a smarter, more efficient way to connect and, over time, grow your assets.

Build Smarter Relationships & Manage More Assets