CircleBlack
Control your wealth. Live your life.
Company Overview

CircleBlack, a wealth innovation company, focuses on delivering modern technology that strengthens the bond between advisors and clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized targeted content on mobile devices.

Joined TechDay
Apr 12, 2016
Company URL
www.circleblack.com