About Us

Our mission: To empower advisors to deliver prosperity to families and communities.

What we do: CircleBlack delivers an interoperable all-in-one solution that seamlessly integrates the best-of-breed wealthtech tools. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of integrations with 3rd party CRM, planning, and risk assessment tools. CircleBlack’s platform provides advisors with the flexibility and choice they need to optimize their practice and enhance their clients’ experience.

Our product vision:

Improve the quality of advisor-client communications to deepen the relationship
Help advisors differentiate from the competition to win more business and retain clients
Reduce time advisors spend on low value administrative activities

Who we serve: Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

Our Customer Stories

How San Blas Securities Delivers Caring and Approachable Service

Case Studies

“With CircleBlack, it’s relatively seamless to transition between screens, making it easy for clients and advisors to get on the same page.”

See how CircleBlack supports client service at San Blas Securities.

Rovin Capital Improves Client Relationships with CircleBlack

Case Studies

“The platform provides everything we need and is very user-friendly. The process for integrating our existing technology stack was seamless.”

See how CircleBlack serves as a mission critical app for ops at Rovin Capital.

Diversified Capital Group Offers Seamless Client Portal

Case Studies

“CircleBlack has become the nucleus for our fintech allowing us to aggregate everything into one dashboard.”

See how CircleBlack’s client portal provide seamless portfolio management.

Ready to try CircleBlack?

See how we can help you simplify your daily tasks, delight your customers, and grow your practice.

Book a Demo