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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 376 reference ratings
4.8/5.0 (376)

12Testimonials

  • “CircleBlack helps us translate investors’ goals into an allocation strategy. The goal is to build a clear sustainability picture and ensure that investors are staying on track.”

    Rob MichelChief Investment Officer
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9 Case Studies

  • Wealthcare Financial Group - Customer Case Study

    Martin A. SmithFinancial Advisor
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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.

FeaturedCustomers has 1,840,539+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.