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High-touch wealth management platform

High-touch wealth management platform

CircleBlack wants to put millions of investors back in the driver’s seat and in control of their wealth. We are building online services that will help consumers solve for the problems of time, complexity, and trust. We are creating both direct-to-consumer and industry solutions that include online platforms and mobile apps.

The idea is to give today’s investors simpler, smarter and more personalized ways to manage their wealth. We are reframing the conversation that investors have with their financial providers and creating new ways to manage everything in one place in sync with the flow of today's busy digital lifestyles.
Working at CircleBlack, Inc.

Support Engineer

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