Who We Are

CircleBlack’s mission is to make it easier for advisors to transform the financial lives of their clients.

Our modern cloud-based software platform empowers advisors to complete client facing and administrative tasks more quickly, communicate with prospects & clients more effectively, and present a modern and compelling face to the market to win more prospects and retain existing clients.

Our platform includes performance reporting, trading & rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian & held away accounts along with a range of 3rd party CRM, planning, and risk tools. These capabilities are delivered to advisors through a modern cloud-based UI that acts as a single hub to complete daily tasks that would otherwise require switching across multiple solutions.

CircleBlack provides a modern, branded client experience, available in native mobile, as well as web-based formats. With our sleek and easy to use interface, we provide clients access to real-time account balance & performance information that improves transparency, two-way document sharing that simplifies the exchange of information, and embedded chat functionality that removes barriers to client communication.

We help over 100 firms and 1,000+ advisors transform the financial lives of their clients daily.