Company Research Report: CircleBlack, Inc.

Company Overview

Name

CircleBlack, Inc.

Mission

Empower advisors to deliver prosperity to families and communities.

Founded

No information is available.

Founders

No information is available.

Key People

• Lincoln Ross – President and CEO

• Jyoti Nihill – SVP Relationship Management

• Dan Kutner – Head of Sales

• Sarah Toole – Partnership Manager

Headquarters

374 Congress St, Suite 203, Boston, MA 02110

Number of Employees

No information is available.

Revenue

No information is available.

Known For

CircleBlack is known for being an all-in-one cloud-based wealth management platform designed for client-focused, growth-minded advisors.

Products

Overview

CircleBlack provides an all-in-one cloud-based platform for wealth management that aggregates data, centralizes workflows, and offers a holistic overview of business operations.

Products Offered

1. Advisor Dashboard

• Description: Modern and intuitive user interface providing quick access to client information.

• Key Features: Easy access to all client data; integration with CRM systems.

2. Client Portal & Mobile App

• Description: A white-label mobile app and portal providing a seamless client experience.

• Key Features: Account connectivity; document sharing; financial overview access.

3. Core Capabilities

• Description: Comprehensive features like performance reporting, trading & rebalancing, billing, and document vault.

• Key Features: Integrations with leading wealth-tech vendors, access to financial reports, and client management capabilities.

4. Integrations

• Description: Connectivity with 25 leading wealth-tech vendors and direct connections to 14 custodians.

• Key Features: CRM integration, planning software access, custodian and held-away accounts connectivity.

Recent Developments

Recent Developments in the Company

• Leadership Appointments:

• Robert Keller appointed as Chief Product Officer.

• Robert Baxter appointed as Chief Technology Officer.

• Lincoln Ross appointed as CEO.

• Partnerships and Integrations:

• New integration launch with TradePMR to streamline connectivity.

• Partnership with Smartleaf to provide an integrated wealth management solution.

• Addition of Vanguard to the Model Marketplace.

New Products Launched

No specific information on new product launches other than partnership-driven enhancements.

New Features and Partnerships

• Integrated Wealth Management Solution: Partnered with Smartleaf for enhanced portfolio management.

• Collaborative Features: Enabling a holistic financial view for better advisor-client engagement through various partnerships and tool integrations.

Conclusion

CircleBlack stands as a cutting-edge platform in wealth management technology, offering comprehensive solutions designed to enhance client relationships and streamline advisor operations. With a clear mission to empower client engagement and business growth, CircleBlack continues to expand its capabilities and partnerships to meet the evolving needs of its users, while maintaining a focus on delivering prosperity to families and communities through innovative advisor tools and technology integration.