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CircleBlack
An all-in-one platform for relationship-focused financial advisors
About CircleBlack
CircleBlack is a wealth management software company that provides an all-in-one platform designed to enhance the performance and scalability of Registered Investment Advisor (RIA) firms. The platform integrates seamlessly with various wealthtech tools, offering advisors the flexibility and choice needed to optimize their practice and improve client experiences. CircleBlack serves financial advisors and RIA firms, operating in the wealth management market. The company’s business model revolves around providing subscription-based software solutions that streamline reporting, billing, and client communication processes. CircleBlack makes money through subscription fees paid by RIA firms for access to its platform and additional services such as historical data migration and branded client experience apps.
Source: Dealroom company dataAt a glance
- Founded
- 2013
- Headquarters
- Boston, United States
- Sector
- Other B2B Software
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