CircleBlack, Inc

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333 Washington St Ste 300
Jersey City, NJ 07302
+1 (800) 315-1241
https://www.circleblack.com

CircleBlack, Inc. is a cutting-edge wealth management platform based in Jersey City, NJ, designed to streamline fragmented advisor tools into a unified, AI-powered command center that enhances portfolio management, customer relationship management, and financial planning. The platform provides advisors with a comprehensive view of client portfolios, integrating data across multiple custodians and facilitating effective client interactions through advanced reporting and document management features.

Serving a diverse clientele that includes breakaway advisors, established RIAs, and enterprise firms, CircleBlack empowers users to master their client relationships and portfolio management with ease. The platform supports over 300 firms and 18,000 advisors, automating essential workflows and allowing firms to focus on strategic growth and client conversations.

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