CircleBlack

CircleBlack, Inc. provides financial advisors with technology that aggregates data, integrates other financial applications seamlessly, manages data from multiple custodians and delivers actionable intelligence about client portfolios, helping advisors better manage clients' wealth while growing and deepening advisor-client relationships. CircleBlack provides a leading platform built for the digital age, with a web-based and mobile application that can be taken anywhere and accessed anytime. CircleBlack's solution leverages proprietary technology that helps sustain the Company's unique competitive advantages. CircleBlack's mission is to make wealth management better, for both the investor and the advisor.