Circleblack
Financial Services · 11 Employees
Phone Number: 8003151241
Email Address: info@circleblack.com
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About
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.
Website
Year Founded
2013
Social Media
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Industry
Financial Services
HQ Location
374 Congress street
Suite 203
Boston, MA 02110, US
Keywords
Advisor TechFinTechWealthTechInvestor Experience
Location
- 374 Congress street Suite 203 Boston, MA 02110, US
Email Formats
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andywarhol@circleblack.com
first_initial + last
awarhol@circleblack.com
first + last_initial
andyw@circleblack.com
first
andy@circleblack.com
last
warhol@circleblack.com
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