Circleblack

Founded by John Michel and a team of experienced financial innovators in 2014, CircleBlack provides financial advisors with technology that aggregates data, integrates other financial applications seamlessly, provides actionable intelligence about client portfolios and helps advisors better manage clients’ wealth which helps grow and deepen advisor-client relationships. CircleBlack’s platform leverages three pending patents that help sustain CircleBlack’s unique competitive advantages. CircleBlack believes in making wealth management better, for both the investor and the advisor. The platform is built for the 21st Century in a web-based application format that can be taken anywhere and accessed anytime, through a computer, tablet or smartphone. For more information about CircleBlack, visit www.circleblack.com.

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