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Read 12 CircleBlack reviews and testimonials from customers, explore 9 case studies and customer success stories, and watch customer videos to see why companies chose CircleBlack as their RIA Software

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

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Customer Rating Review Scorebased on 452 reference ratings
4.8/5.0 (452)

12Testimonials

  • “Cole understands software much better than I do. His background in this area is far superior to mine. So, his first project was to develop a technology platform that could help service and grow our business into the future, as well as assist our clients with their needs and desires.”

    Paul LaughtonFounder and Principal
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9 Case Studies

  • How San Blas Securities Delivers Caring and Approachable Service

    Ben TreeceRegistered Investment Professional
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Additional CircleBlack Information & Resources

Read CircleBlack Reviews, Testimonials & Customer References from 12 real CircleBlack customers.

Browse CircleBlack Case Studies, Customer Success Stories, & Customer References from 9 businesses that use CircleBlack.

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