CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. 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 3rd party CRM, planning, and risk tools.
Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.
Company Details
- Employees
- 32
- Founded
- -
- Address
- 374 Congress Street,
- Phone
- 800-315-1241
- in****@****ack.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- circleblack.com
- HQ
- Boston, MA
Circleblack Questions
Circleblack's helpline number is 800-315-1241
Circleblack's website is circleblack.com
Circleblack's LinkedIn profile is https://www.linkedin.com/company/circleblack-inc-
Circleblack has
32 employees.
View email and phone details for 32
employees at Circleblack.
Circleblack's industry is
Financial Services
Circleblack's top competitors are
Addepar,
Assetbook,
Vearc Technologies Private Limited,
Pandoalts,
Advyzon,
Concertiv,
Altruist,
Long Arc Capital,
Wealthbox,
Orion.
Circleblack's support email address is info@circleblack.com
Circleblack's categories are Financial Services
Circleblack's founding year is 2013
