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CircleBlack has joined forces with StratiFi, developer of award-winning PRISM Rating™ technology, to allow advisors using its wealth management platform to build better portfolios and cultivate stronger client relationships by integrating StratiFi’s risk analytics into their investment solutions. The integration will allow advisors to better educate their clients about market realities, communicate risk ranges across accounts and adjust risk exposure efficiently.

CircleBlack has partnered with Robertson Stephens to serve as the firm’s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.

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..

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

Friends, every week now it seems things are moving to the forefront in fintech on so many fronts.  This week we have a powerful op-ed from Dara Albright addressing Biden's recent Executive Order on Digital Assets.  In our REAL CLEAR CRYPTO column, John Sarson addresses war, crypto & civil liberties.  To soften it all, we finish with a wonderfully inspiring piece - "In One Word: IMPACT" - from JIFFY.ai's Michael Partnow.  READ UP!

Perhaps the biggest news in a busy week for wealth management and technology was the executive order signed by President Joe Biden calling for a coordinated effort by federal agencies in studying and proposing regulation on digital assets.

In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

Fintech Friends, we hope you and your enjoyed an EPIC 4th of July weekend here in the US! We have SO MUCH great new content this week including an important new podcast exploring DeFi and the rights to life, liberty and the pursuit of happiness - true American ideals in honor of our nation's birthday. Read up!

There are no summer doldrums for the wealthtech space, as market participants continue to expand through acquisition, hire new talent, upgrade tech and more.

Friends, today we have a highly entertaining post comparing the current players in bitcoin to the WWF(!), we delve into more sector VC deals with one topping out this week at $900M and queue up a new podcast for you covering the SPAC sector. Read up!