Vendor
CircleBlack
CircleBlack offers a platform that integrates portfolio management, CRM, and financial planning tools. It aggregates, cleanses, and reconciles multi-custodian data for unified portfolio views.
Jersey City, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
CircleBlack
CircleBlack offers a platform that integrates portfolio management, CRM, and financial planning tools. It aggregates, cleanses, and reconciles multi-custodian data for unified portfolio views.
Capability matrix
| Capability | CircleBlack |
|---|---|
| Account Aggregation | ● |
| All-In-One Software | ● |
| Client Portal | ● |
| Performance Reporting | ● |
| Portfolio Management | ● |
Parent organization
CircleBlack
Founded
2013
Scale
1 sector presence