Circleblack

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Website
374 Congress St
Boston, MA 02210
+1 (800) 315-1241
http://circleblack.com

CircleBlack is a Boston-based wealth management software provider designed for client-focused financial advisors, offering an all-in-one cloud-based platform that aggregates data, centralizes workflows, and enhances overall business insight. The platform features an intuitive advisor dashboard, client portal mobile app, and core capabilities including performance reporting, trading, and billing, all aimed at improving client interactions and operational efficiency.

With a commitment to serving various advisory firms, from breakaway RIAs to established enterprises, CircleBlack provides tailored solutions and white glove support to facilitate smooth transitions and streamline processes. Currently, the platform supports 200 firms, 1.4k advisors, and manages over $97 billion in assets under management, positioning itself as a leading choice for modern financial advisory practices.

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United States›Massachusetts›Boston›Circleblack