CircleBlack, a Wealth Innovation Company, Reaches $1 Billion in Assets on Platform

  • One year after launching in beta, CircleBlack reaches $1 billion in assets on platform
  • CircleBlack reaches this milestone through rapid adoption of its platform by advisors at key institutions
  • CircleBlack empowers advisors and their clients with modern mobile technology that allows advisors to leapfrog both traditional and robo advisor competition.

CircleBlack, a wealth innovation company, achieved a major milestone in October as it crossed the $1 billion mark in assets on its platform, with more than 100 advisors with 7,000 accounts registered. The announcement comes only a year after the company launched its platform in beta.

CircleBlack credits the milestone with its unique interface that empowers financial advisors with actionable intelligence about client portfolios, range of advisory relationships, total wallet share of assets, and industry investment trends that help advisors better manage client wealth, helping grow and deepen advisor-client relationships.

"The $1 billion benchmark is an exciting moment for everyone here at CircleBlack. It is a validation of our vision of seamless communication between advisor and client, and our relentless pursuit of helping maximize the relationship between the two, ultimately helping investors reach their goals,” said John Michel, CEO of CircleBlack. "But we’re not done yet. Technology is changing the world of financial advising every day. CircleBlack is committed to leading that charge, and constantly pushing the envelope to ensure that advisors and clients are able to work together with client facing technology that empowers trusted relationships".

The cloud-based platform is equipped with full mobile capabilities along with automated updates and alerts that allow advisors to be ever present on a client’s smart phone or tablet.  CircleBlack’s unique proprietary targeting technology provides clients with personalized content that enhances advisors’ relationships with clients, providing opportunities for more frequent and fulfilling interactions while keeping the advisor top of mind.

This approach has allowed the firm to cement relationships with key financial organizations, including a recent deal with one of the largest, multi-national clearing firms, creating a scalable solution for them that has helped tip CircleBlack over the $1 billion benchmark.

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About CircleBlack
CircleBlack believes in making wealth management better, for both the investor and the advisor. Built on cutting edge technology, CircleBlack provides a usable, simple, secure, powerful platform that gives investors a complete picture of their wealth, curated information that cuts through the noise to enhance financial knowledge, and a reporting engine that helps investors focus on what is truly important, their long term goals, without being distracted by daily market fluctuations. In doing so, CircleBlack facilitates rich conversations and more rewarding relationships between investors and their advisors. The platform is built for the 21st Century in a web-based application format that can be taken anywhere and accessed anytime, on a tablet or smartphone.


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