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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
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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 applications.
For more information on CircleBlack and Robertson Stephens, visit https://www.circleblack.com/ and https://www.rscapital.com/