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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 317 reference ratings
4.8/5.0 (317)

12Testimonials

  • “There was better reception from my clients when they saw it. The advisors at my firm liked it better. It’s more streamlined and integrates better with all of my different tools. It’s helped me save money, improve efficiency, and get more adoption from clients compared to our prior solution.”

    Martin A. SmithFinancial Advisor
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9 Case Studies

  • Cross State Financial - Customer Case Study

    Dani MutzCo-Founder
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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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