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.

Latest News

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CircleBlack Names Robert Keller as Chief Product Officer

Apr 15, 2023 | Press

Accomplished investment technology strategist to head product management for CircleBlack’s “all-in-one, with choice” platform.

TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform

Mar 24, 2023 | Press

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

Jan 20, 2023 | Press

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.

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