Accomplished investment technology strategist to head product management for CircleBlack’s “all-in-one, with choice” platform.
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TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform
CircleBlack, an all-in-one platform for relationship-focused advisors, and TradePMR, a technology and custodial services provider, announced today a new integration.
CircleBlack Appoints Robert Baxter as Chief Technology Officer
Veteran wealthtech executive to head technology development and operations as the organization continues to scale and deliver best-in-class solutions for client-centric financial advisors.
CircleBlack Appoints Wealthtech Industry Leader Lincoln Ross as CEO
Ross 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
The 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
One of the Biggest Names in Investing is Sixth to Join Model Marketplace of Wealth Management Platform This Year