CircleBlack
Curated by SignalWealth management platform enhancing communication for financial advisors and clients.
Overview
CircleBlack is a wealth management platform aimed at improving communication between financial advisors and their clients. The platform incorporates features such as secure messaging, video conferencing, and collaborative financial planning tools to facilitate interactions. It offers real-time access to portfolio performance, financial documents, and personalized insights, which addresses the issue of managing multiple systems and accounts. The target audience includes relationship-focused financial advisors, particularly established and breakaway Registered Investment Advisors (RIAs). CircleBlack aims to streamline processes and enhance client engagement. Notable features include a modern user interface, customizable branding options, and integration with various wealth-tech vendors, which allows advisors to provide personalized advice while ensuring data security.
Key facts
- Founded
- 2013
- Headquarters
- Jersey City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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Open roles
1 roleClient Success Lead
Boston, MA · On-site · Volunteer
