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CircleBlack partners with Robertson Stephens to launch the wealth management digital hub


CircleBlack has partnered with Robertson Stephens, a national registered investment advisor (RIA) with over USD2 billion AUM, to serve as the firm’s digital hub, including a one-stop client portal as well as a centralised platform that seamlessly connects various third-party applications.

CircleBlack’s capabilities allow advisors to choose solutions from a wide range of technology providers and applications that work best with their own platforms—unlike larger platforms that often lock advisors into inflexible plans with functions and providers which they would not normally use.  

“As a unified, ‘best-of-breed’ provider, CircleBlack addresses the limitations of today’s wealth management industry,” says Alex Sauickie, CircleBlack CEO and President. “We allow digitally progressive firms like Robertson Stephens to integrate their various technology providers to deliver a clean, sophisticated portal for their clients. By integrating the technologies with our platform, we are able to accelerate growth by ensuring their technology evolves as quickly as they do.”

Robertson Stephens, a national wealth management firm that has quadrupled its assets since its inception in 2018, is committed to building a best-in-class digital experience for advisors and clients. With technology being a foundational and driving force of the firm’s success, platforms like CircleBlack help enhance advisor workflows and experience, so that they can ultimately deliver better wealth solutions to their clients.

“Technology presents an ever-evolving opportunity to sharpen our competitive edge, boost our productivity, and strengthen our client relationships as we continue on an accelerated path of growth,” says Vikram Chugh, COO of Robertson Stephens. “CircleBlack’s platform allows us to provide an optimal client experience by aggregating all of their data in one location and providing advisors the ability to present their clients’ personalised financial plans and actionable insights.”

The partnership is one of several multi-year deals CircleBlack has signed recently as part of its own growth surge, orchestrated by a newly installed management team. In addition to expanding its domestic and international reach, it is growing and diversifying its solutions with the market’s latest offerings. In addition to its current integrations for CRM, risk analytics and financial planning, CircleBlack is working to add popular applications for automated marketing, automated billing and payments, and investment portfolio building services that allow advisors to review client statements to identify problem areas of previous advisors.

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