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CircleBlack Testimonials

  • “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

  • “I don’t know how I would do billing without CircleBlack. It would be too much to do manually. It would be impossible to do my job and to do billing as well.”

    Mark SilvermanFounder
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    4.7 / 5.0
    Customer References95 total
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    Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.

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    4.7 / 5.0
    Customer References42 total
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    Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.

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    4.7 / 5.0
    Customer References15 total
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    Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Their tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

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