CircleBlack
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience.
| Company Details | |
|---|---|
| Title | CircleBlack |
| Industries | Financial Services, FinTech, Wealth Management |
| Headquarters Regions | East Coast, Northeastern US |
| Headquarters Location | Trenton, New Jersey, United States |
| No Of Employees | 11-50 |
| Operating Status | Active |
Description
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience. The firm delivers portfolio management and performance reporting, tightly integrated with their choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business.