# CircleBlack

- **Website:** <https://circleblack.com>
- **Primary alias:** `circleblack.com`
- **Verified:** yes
- **Founded:** 2013
- **Employees:** 11+
- **Location:** Boston, Massachusetts, United States
- **Company kind:** PRIVATELY HELD

## Description

CircleBlack is an innovative brand that aims to empower advisors in delivering prosperity to families and communities. They offer an interoperable all-in-one solution that seamlessly integrates the best-of-breed wealthtech tools. With CircleBlack's platform, advisors have access to performance reporting, rebalancing, and billing functionality. They also benefit from real-time two-way connectivity to custodian and held away accounts, as well as a range of integrations with third-party CRM, planning, and risk assessment tools. CircleBlack understands the importance of advisor-client communications and strives to improve their quality to deepen relationships. Additionally, they help advisors differentiate themselves from the competition, win more business, and retain clients. By reducing the time advisors spend on low-value administrative activities, CircleBlack enables them to focus on higher-value tasks. Over 100 advisory firms and 1,000 advisors currently leverage CircleBlack's technology to deliver prosperity to families and communities.

## Industries

- 💰 Finance

## Links

- [facebook](https://facebook.com/CircleBlack)
- [linkedin](https://linkedin.com/company/circleblack-inc-)
- [twitter](https://twitter.com/CircleBlackInc)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idaGZnmz6G/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1669281054796)
- logo _(primary)_ — SVG, PNG — [download](https://cdn.brandfetch.io/idaGZnmz6G/theme/dark/logo.svg?c=1bxid64Mup7aczewSAYMX&t=1669281059150)
- logo — SVG, PNG — [download](https://cdn.brandfetch.io/idaGZnmz6G/idoYkNmI3R.svg?c=1bxid64Mup7aczewSAYMX&t=1669281061553)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Black | #000000 | dark |
| Wild Sand | #F7F7F7 | light |
| Cerulean | #00AEEF | accent |

## Fonts

- Questrial — asset _(google)_
- Questrial — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idaGZnmz6G/w/1265/h/256/idqsMJuf4q.jpeg?c=1bxid64Mup7aczewSAYMX&t=1669281062089)

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_Source: <https://brandfetch.com/circleblack.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._