Insights

Strategic Acquisitions CircleBlack has a history of strategic acquisitions, such as acquiring AssetBook, indicating potential opportunities for partnership collaborations or targeting clients in the acquired company's network.

New Key Personnel Recent appointments of experienced industry leaders like Lincoln Ross as CEO and Robert Keller as CTO present opportunities for leveraging their networks, introducing CircleBlack's solutions to new prospects and enhancing brand visibility.

Industry Recognition Being recognized as a Think Advisor Luminary and focusing on executive leadership showcases CircleBlack's expertise and credibility, offering a compelling value proposition to potential clients seeking innovative wealth management solutions.

Technology Stack With a tech stack including Google Ads, Linkedin Insight Tag, and Salesforce Marketing Cloud Account Engagement, CircleBlack demonstrates a commitment to leveraging advanced technologies, appealing to tech-savvy clients looking for cutting-edge financial services solutions.

Financial Health and Growth Potential Despite a revenue of $0-10M, CircleBlack's funding of $8.3M and continuous hiring of key personnel signal growth potential, making it an attractive opportunity for sales professionals targeting emerging players in the financial services industry.

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
38%
First.Last@circleblack.comJohn.Doe@circleblack.com
24%
First@circleblack.comJohn@circleblack.com
1%
FLast@circleblack.comJDoe@circleblack.com
37%

Frequently Asked Questions

Where is CircleBlack's headquarters located?

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CircleBlack'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?

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You can contact CircleBlack's main corporate office by phone at . 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?

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CircleBlack's official website is circleblack.com and has social profiles on LinkedIn.

How much revenue does CircleBlack generate?

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As of January 2025, CircleBlack's annual revenue reached $3.8M.

What is CircleBlack's SIC code NAICS code?

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CircleBlack's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does CircleBlack have currently?

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As of January 2025, CircleBlack has approximately 34 employees across 3 continents, including North AmericaAsiaEurope. Key team members include CEO: J. M.Chief Technology Officer: A. B.Vice President Engineering: T. G.. Explore CircleBlack's employee directory with LeadIQ.

What industry does CircleBlack belong to?

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CircleBlack operates in the Financial Services industry.

What technology does CircleBlack use?

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CircleBlack's tech stack includes Google AdsLinkedin Insight TagFont AwesomeElement UIRequireJSSalesforce Marketing Cloud Account EngagementRubyOpenResty.

What is CircleBlack's email format?

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

How much funding has CircleBlack raised to date?

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As of January 2025, CircleBlack has raised $8.3M in funding. The last funding round occurred on Jun 13, 2023 for $8.3M.

When was CircleBlack founded?

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CircleBlack 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.

Section iconCompany Overview

Headquarters
374 Congress street Suite 203 Boston, MA 02110 US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

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

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