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.


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.


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.


Advisory Board

  • Bill Bartzak
  • Marty Beaulieu
  • Steve Casper
  • Mike Castellano
  • Rege Eisaman
  • Howard Goldin
  • Ken Gruskin
  • Alan Guarino
  • Ed Watson

Build Smarter Relationships & Manage More Assets