N A P A B L A C K B O O K 2 01 9 | N A P A F I R M P A R T N E R S | T O O L S & T E C H N O L O G Y NAPA FIRM PARTNERS
M I N N E A P O L I S , M N | e ri sa p e d i a .c o m KEY CONTACTS
CIRCLEBLACK
K I N G S T O N , N J | ci r cl e b la ck . com KEY CONTACTS
Tim McCutcheon | 612.605.2266 | tmm@erisapedia.com Charles Gouge | 704.908.3505 | cgouge@erisapedia.com Maureen Pesek | 612.444.3665 | mpesek@erisapedia.com
John Michel | 800.315.1241 | info@circleblack.com Jay Michel | 800.315.1241 | jaymichel@circleblack.com
FIRM PROFILE
CircleBlack was founded by ohn Michel, a distinguished financial professional, along with a team of experienced financial innovators, in 01 . With the goal of delivering modern technology to the financial services industry, their vision was to create a platform that would strengthen the bond between financial advisors and their clients, while also providing substantial revenue-generating opportunities for advisors with its proprietary technology. CircleBlack is focused on solving the key pain points financial advisors experience. The platform is a webbased application format that can be taken anywhere and accessed anytime, on a tablet or smartphone. Visit ww.circleblack.com for more information.
IN BUSINESS SINCE
2013
Timothy M. McCutcheon, D, CPA, MBA, Publisher of ERISApedia. com and President of Burrmont Compliance Labs, LLC established the business in 01 . ERISApedia.com provides retirement plan administrators, plan sponsors and attorneys a complete product suite of compliance tools. The compliance tools provide users with easy access to compliance information and important retirement industry materials, with a platform that combines search tools and a user-friendly interface, ERISApedia.com provides CPAs and financial professionals, working in the Employee Benefit Plan space, a suite of business development and marketing analysis tools based on the ERISApedia.com proprietary database of benefit plans. 2015
FIRM PROFILE
IN BUSINESS SINCE PRODUCT/SERVICE CATEGORY
PRODUCT/SERVICE CATEGORY
Software
PRODUCT/SERVICE DESCRIPTION
CircleBlack is a financial technology firm focused on solving the key pain points financial advisors experience. CircleBlack s data hub capabilities empower financial advisors to see all of their data by aggregating information from numerous custodians, product providers, and clients in one accessible, easy-to-use, location. CircleBlack leverages its data management capabilities to provide lower cost / higher value solutions with features including investment performance reporting, portfolio analytics, billing, and client engagement portals. CircleBlack also provides fulsome integrations with technology partners leveraging multi-directional data to and from other applications and vendors including those that provide advisors with CRM, Risk Analytics, Financial Planning, and Research tools. This allows Independent Registered Investment Advisors and Broker-Dealers to have the technology stack that most appropriately supports their unique business models.
Software, Publishing
ERISApedia.com provides financial advisers, asset managers and other financial professionals working in the 401(k) investment space a complete suite of business development and marketing analysis tools based on the ERISApedia.com proprietary database of 401(k) plans. This database includes all information derived from the Form 00 filings and is augmented by the underlying investment assets and proprietary meta data including operational and portfolio benchmarking.
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PRODUCT/SERVICE DESCRIPTION
139 NAPA-NET.ORG
BURRMONT COMPLIANCE LABS LLC
11/12/19 3:37 PM