CircleBlack Partners with Robertson Stephens to Launch the Firm's Wealth Management Digital Hub
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...
Source: prnewswire.com