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John Michel, CEO
353 Nassau Street
Princeton, NJ 08540
(800) 315-1241 (phone)
Membership Level: Silver Service Member
Valued member since August 2017
CircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized, targeted content on any device, including smartphones and tablets. In addition, CircleBlack enables advisors to substantially increase their revenues by managing clients' held-away assets, particularly 401 (k) accounts. Visit or download the highly rated CircleBlack app for phone or tablet.

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