Daily Archives: January 11, 2016

CircleBlack, a Wealth Innovation Company, Shortlisted for 2016 Family Wealth Report Awards

Company shortlisted for four awards: Best Portfolio Management, Best Client Reporting, Most Innovative Client Solution, and Best Client Communications as a Tech Vendor

The winners of the 2016 Family Wealth Report Awards will be announced in New York, New York on March 10, 2016

CircleBlack empowers advisors and their clients with modern mobile technology that gives them a competitive advantage versus other traditional and robo advisors

CircleBlack, a wealth innovation platform, has been shortlisted for the 2016 Family Wealth Report Awards in four categories: Best Portfolio Management, Best Client Reporting, Most Innovative Client Solution, and Best Client Communications as a Tech Vendor.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the Family Wealth Report awards were designed to recognize companies, teams and individuals which are deemed to have “demonstrated innovation and excellence during 2015”.

“We’re extremely honored to have been recognized by Family Wealth Report,” said CEO of CircleBlack, John Michel. “We believe that building a trusted relationship between advisor and client is fundamental to our industry. Today, such relationships are enhanced with smart, responsive mobile technology. To have been nominated for awards across such a variety of categories is a testament to our team of talented financial technology developers, who continue to work tirelessly to create a positive impact for financial advisors and their clients.”

CircleBlack is a cloud-based platform that gives both advisers and their clients a full picture of their clients’ wealth. This includes performance on investments, powerful analytics and a unique personalized communication engine that allows an advisor to provide alerts, updates and valued added content. This allows clients and advisors to be digitally connected in our ever increasing mobile society. The company now has over $1.5 billion in assets and 17,000 accounts on platform.

“The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations,” said ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris. “These awards will recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”

Winners will be announced at a gala awards dinner, held in New York on March 10, 2016 at the Mandarin Oriental.

To view the full shortlist, click here.

For additional information about CircleBlack, please visit http://www.circleblack.com. For media inquiries, email: circleblack@ficommpartners.com.

About CircleBlack

CircleBlack believes in making wealth management better, for both the investor and the advisor. Built on cutting edge technology, CircleBlack provides a usable, simple, secure, powerful platform that gives investors a complete picture of their wealth, curated information that cuts through the noise to enhance financial knowledge, and a reporting engine that helps investors focus on what is truly important, their long term goals, without being distracted by daily market fluctuations. In doing so, CircleBlack facilitates rich conversations and more rewarding relationships between investors and their advisors. The platform is built for the 21st Century in a web-based application format that can be taken anywhere and accessed anytime, on a tablet or smartphone.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.


Olivia Gagnon

FiComm Partners



Jason Lahita

FiComm Partners



SOURCE: CircleBlack