Tag : CircleBlack

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
by Fintech News Desk0
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
Redi2's BillFin Selected by CircleBlack for Advanced Fee Billing Partner
Banking Fintech News

Redi2’s BillFin Selected by CircleBlack for Advanced Fee Billing Partner

Fintech News Desk
by Fintech News Desk0
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, announced that it has selected Redi2Technologies’ BillFin solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub......
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