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/PRNewswire/ -- The Wealth Advisor (TheWealthAdvisor.com), a Marina Media, LLC outlet, has published a fully validated list of the "Top 100 Model Portfolios...
/PRNewswire/ -- The Wealth Advisor (TheWealthAdvisor.com), a Marina Media, LLC outlet, has published a fully validated list of the "Top 100 Model Portfolios...
Financial Advisor Tech Platform CircleBlack Teams Up With Robertson Stephens to Launch Wealth Management Digital Hub April 22, 2021 @ 8:08 am By Samantha Hurst CircleBlack, a U.S.-based startup that provides financial advisors with technology that aggregates data, integrates other financial applications, announced on Thursday it has teamed up with Robertson Stephens, a nationally registered investment advisor (RIA), the launch its wealth management digital hub. CircleBlack reported that its capabilities allow advisors to choose solutions from a wide range of technology providers and appl...
CircleBlack Partners with Robertson Stephens to Launch the Firm's Wealth Management Digital Hub Firm Develops Client Portal and Financial Data Aggregator for Rapidly Expanding $2 Billion Independent RIA News provided by Share this article Share this article KINGSTON, N.J., April 21, 2021 /PRNewswire/ -- CircleBlack has partnered with Robertson Stephens, a rapidly growing national registered investment advisor (RIA) with over $2 billion AUM, 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 app...