| 18 |
CircleBlack Investor
CircleBlack, Inc
|
|
2021-04-15 |
- |
0
|
386
|
0
|
0 |
No |
CircleBlack – Know your wealth, live your life! |
Detail
♡
|
| 4 |
WMP Portal
CircleBlack, Inc
|
|
2024-04-26 |
- |
0
|
155
|
0
|
0 |
No |
Your Needs Our Focus |
Detail
♡
|
| 1 |
AFM Mobile
CircleBlack, Inc
|
|
2024-10-08 |
- |
0
|
91
|
0
|
0 |
No |
AFM Mobile client facing app |
Detail
♡
|
| 8 |
The Advisory
CircleBlack, Inc
|
|
2024-11-05 |
- |
0
|
66
|
0
|
0 |
No |
The Advisory client facing app |
Detail
♡
|
| 17 |
Mason WB
CircleBlack, Inc
|
|
2024-10-07 |
- |
0
|
57
|
0
|
0 |
No |
Mason WB client facing app |
Detail
♡
|
| 3 |
Auerbach Investment Services
CircleBlack, Inc
|
|
2024-09-23 |
- |
0
|
30
|
0
|
0 |
No |
Auerbach Investment Services client facing app |
Detail
♡
|
| 16 |
M&C Complete
CircleBlack, Inc
|
|
2024-06-06 |
- |
0
|
21
|
0
|
0 |
No |
M&C Complete - Reimagining financial relationships, together. |
Detail
♡
|
| 7 |
Shepherd Wealth Management
CircleBlack, Inc
|
|
2023-12-13 |
- |
0
|
13
|
0
|
0 |
No |
Committed to helping you build a secure and prosperous financial future |
Detail
♡
|
| 19 |
B.I.G. Investment Services
CircleBlack, Inc
|
|
2024-03-27 |
- |
0
|
7
|
0
|
0 |
No |
We service individuals and businesses in all areas of investment planning |
Detail
♡
|
| 10 |
Genera Advisors
CircleBlack, Inc
|
|
- |
- |
0
|
6
|
0
|
0 |
No |
Plan Well. Live Life. Realize Your Dreams. |
Detail
♡
|
| 13 |
Twin Shores Wealth Management
CircleBlack, Inc
|
|
2024-03-11 |
- |
0
|
6
|
0
|
0 |
No |
We work with clients around their unique financial goals |
Detail
♡
|
| 9 |
San Blas Advisory
CircleBlack, Inc
|
|
2024-10-22 |
- |
0
|
4
|
0
|
0 |
No |
San Blas Advisory client facing app |
Detail
♡
|
| 5 |
IP Financial Advisory Services
CircleBlack, Inc
|
|
2024-06-18 |
- |
0
|
4
|
0
|
0 |
No |
Offering financial and consulting solutions to boost efficiency and reduce costs |
Detail
♡
|
| 6 |
Metamorphic Capital
CircleBlack, Inc
|
|
2024-06-12 |
- |
0
|
4
|
0
|
0 |
No |
Metamorphic Capital's client facing app |
Detail
♡
|
| 11 |
Rovin Capital
CircleBlack, Inc
|
|
- |
- |
0
|
3
|
0
|
0 |
No |
Rovin Capital – Partnering in Your Peace of Mind |
Detail
♡
|
| 12 |
Cross State Financial
CircleBlack, Inc
|
|
- |
- |
0
|
3
|
0
|
0 |
No |
Cross State clients can view account holdings, performance, and documents |
Detail
♡
|
| 14 |
Granite Capital
CircleBlack, Inc
|
|
2024-10-18 |
- |
0
|
3
|
0
|
0 |
No |
Granite Capital client facing app |
Detail
♡
|
| 20 |
Marathon Capital
CircleBlack, Inc
|
|
2024-10-21 |
- |
0
|
2
|
0
|
0 |
No |
Marathon Capital's client facing app |
Detail
♡
|
| 15 |
Merriwether Investments
CircleBlack, Inc
|
|
2024-09-16 |
- |
0
|
2
|
0
|
0 |
No |
Merriwether Investments client facing app |
Detail
♡
|
| 2 |
SheltonWM
CircleBlack, Inc
|
|
2024-10-24 |
- |
0
|
2
|
0
|
0 |
No |
SheltonWM Advisory client facing app |
Detail
♡
|
