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CircleBlack

Financial Services

Specialities :
Advisor tech
Fintech
Wealthtech
And investor experience
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revenue-icon Revenue
1M - 10M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About CircleBlack

What does Circleblack do?+

CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlacks 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

What are Circleblack's specialties? +

Advisor tech,fintech,wealthtech,and investor experience

What is Circleblack's industry? +

Circleblack operates in the Financial services industry.

What is Circleblack's revenue? +

Circleblack's revenue is 1m - 10m

What is Circleblack's company size? +

Circleblack has 11 - 50 employees.

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