CircleBlack Appoints Wealthtech Industry Leader Lincoln Ross as CEO Mar 16, 2022 | Press ReleasesRoss Takes Helm to Build on Long-Term Goal of Expanding Partnerships, Capabilities.
CircleBlack and Smartleaf Partner to Provide an Integrated Wealth Management Solution to Benefit Both Firms’ Clients Jan 19, 2022 | Press ReleasesThe combined offering provides a unified wealth management platform with a highly scalable trading and rebalancing solution suitable for any firm looking to bring efficiency to the management of highly customized, tax-optimized portfolios.
CircleBlack Adds Vanguard to Growing Line-Up of Top Global Asset Managers Nov 9, 2021 | Press ReleasesOne of the Biggest Names in Investing is Sixth to Join Model Marketplace of Wealth Management Platform This Year
CircleBlack Expands Integration Options by Partnering with RIA in a Box Oct 7, 2021 | Press ReleasesAdvisors Gain Expansive Compliance, Cybersecurity and Operational Capabilities with Latest Technology Integration
CircleBlack Expands Model Marketplace with State Street Global Advisors and Smartleaf Asset Management Sep 8, 2021 | Press ReleasesContinued growth of asset manager options underscores the company’s focus on providing more choice for the advisors it serves.
Trinlogix Partners with CircleBlack to Launch BlackLogix -Wealth Management Tech Stack Dedicated to the SMB Advisor Market Jul 26, 2021 | Press ReleasesEmpowering independent advisors to manage their practice more efficiently and grow their business faster.