We give investors simple, personalized services to help them manage their wealth. Our mission is to bring innovative next generation wealth services to key industry players and investors with the goal of solving today’s trust gap and helping today’s busy online consumer better control their wealth, and life.
“Control your wealth, live your life.”
CircleBlack has $1 billion in assets under advisement.
CircleBlack has 8,000 user accounts and 100+ advisors currently on the system.