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Insights

Leadership Transition CircleBlack recently appointed Lincoln Ross as CEO, bringing in an experienced leader from Envestnet with a background in strategic planning. This transition may present an opportunity for CircleBlack in terms of redefining its sales strategy under new leadership.

Technology Integration CircleBlack's integration with Smartleaf for trading and rebalancing functionality highlights a commitment to enhancing its platform's capabilities. Sales representatives can leverage this unique selling point to attract advisory firms looking for comprehensive portfolio management solutions.

Industry Recognition Being recognized as part of the Think Advisor Luminaries Class for Executive Leadership showcases CircleBlack's industry reputation and leadership qualities. This accolade can be used by sales teams to build credibility and trust with potential clients seeking proven wealth management solutions.

Chief Technology Officer Hire The appointment of Robert Keller as Chief Technology Officer indicates CircleBlack's focus on driving technological advancement within its platform. Sales reps can utilize this information to position CircleBlack as an innovative and forward-thinking partner for advisory firms seeking cutting-edge solutions.

Funding and Revenue Growth With a revenue range of $0-10 million and recent funding of $8.3 million, CircleBlack shows potential for further growth and investment in its offerings. This financial stability can be highlighted by sales professionals when engaging with clients who prioritize partnering with financially secure technology providers.

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CircleBlack Tech Stack

CircleBlack uses 8 technology products and services including Google Ads, Linkedin Insight Tag, Font Awesome, and more. Explore CircleBlack's tech stack below.

  • Google Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • Font Awesome
    Font Scripts
  • Element UI
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Ruby
    Programming Languages
  • OpenResty
    Web Servers

Media & News

CircleBlack's Email Address Formats

CircleBlack uses at least 1 format(s):
CircleBlack Email FormatsExamplePercentage
FLast@circleblack.comJDoe@circleblack.com
37%
First.Last@circleblack.comJohn.Doe@circleblack.com
25%
First@circleblack.comJohn@circleblack.com
1%
FLast@circleblack.comJDoe@circleblack.com
37%

Frequently Asked Questions

Where is CircleBlack's headquarters located?

Minus sign iconPlus sign iconCircleBlack's main headquarters is located at 374 Congress street Suite 203 Boston, MA 02110 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is CircleBlack's phone number?

Minus sign iconPlus sign icon You can contact CircleBlack's main corporate office by phone at
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+1-609-631-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CircleBlack's official website and social media links?

Minus sign iconPlus sign iconCircleBlack's official website is circleblack.com and has social profiles on LinkedIn.

How much revenue does CircleBlack generate?

Minus sign iconPlus sign icon As of November 2024, CircleBlack's annual revenue reached $3.8M.

What is CircleBlack's SIC code NAICS code?

Minus sign iconPlus sign iconCircleBlack's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does CircleBlack have currently?

Minus sign iconPlus sign iconAs of November 2024, CircleBlack has approximately 37 employees across 3 continents, including North AmericaAsiaEurope. Key team members include CEO: J. M.Chief Technology Officer: A. B.Vice President Of Product Marketing: K. C.. Explore CircleBlack's employee directory with LeadIQ.

What industry does CircleBlack belong to?

Minus sign iconPlus sign iconCircleBlack operates in the Financial Services industry.

What technology does CircleBlack use?

Minus sign iconPlus sign iconCircleBlack's tech stack includes Google AdsLinkedin Insight TagFont AwesomeElement UIRequireJSSalesforce Marketing Cloud Account EngagementRubyOpenResty.

What is CircleBlack's email format?

Minus sign iconPlus sign iconCircleBlack's email format typically follows the pattern of . Find more CircleBlack email formats with LeadIQ.

How much funding has CircleBlack raised to date?

Minus sign iconPlus sign icon As of November 2024, CircleBlack has raised $8.3M in funding. The last funding round occurred on Jun 13, 2023 for $8.3M.

When was CircleBlack founded?

Minus sign iconPlus sign iconCircleBlack was founded in 2013.
CircleBlack

CircleBlack

Financial ServicesMassachusetts, United States11-50 Employees

CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. 

Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

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Section iconCompany Overview

Headquarters
374 Congress street Suite 203 Boston, MA 02110 US
Phone number
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+1-609-631-****
Website
circleblack.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $8.3M

    CircleBlack has raised a total of $8.3M of funding over 2 rounds. Their latest funding round was raised on Jun 13, 2023 in the amount of $8.3M.

  • $10M

    CircleBlack's revenue is in the range of $10M

Section iconFunding & Financials

  • $8.3M

    CircleBlack has raised a total of $8.3M of funding over 2 rounds. Their latest funding round was raised on Jun 13, 2023 in the amount of $8.3M.

  • $10M

    CircleBlack's revenue is in the range of $10M

Company Leadership

Employee Directory

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