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Insights

New Leadership Team CircleBlack recently appointed Lincoln Ross as CEO and president, along with hiring Ross as the chief of business operations. This new leadership team brings a wealth of industry experience and could signal a potential opportunity for partnership or collaboration.

Industry Recognition CircleBlack was recognized as part of the Think Advisor Luminaries Class of 2021 for Executive Leadership. This acknowledgment highlights the company's commitment to excellence in wealth management and could serve as a conversation starter for engaging with similar industry players or investors.

Technology Integration CircleBlack's integration with Smartleaf, Inc. allows for seamless integration of trading and rebalancing functionalities. This technological collaboration demonstrates the company's focus on providing advanced solutions, presenting a potential opportunity for cross-selling to clients looking for comprehensive portfolio management.

Market Expansion With over 100 advisory firms and 1,000 advisors leveraging CircleBlack's technology, the company has already established a solid presence in the market. This wide adoption presents a promising sales opportunity for further penetrating the financial services industry by targeting firms seeking innovative wealth management platforms.

Financial Health CircleBlack's reported revenue of $0 - 10M and funding of $8.3M indicate a stable financial position. For sales professionals, this financial stability can instill confidence in potential clients, showcasing the company's reliability and ability to deliver long-term value through its offerings.

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CircleBlack Tech Stack

CircleBlack uses 8 technology products and services including Google Ads, Hotjar, Google Workspace, and more. Explore CircleBlack's tech stack below.

  • Google Ads
    Advertising
  • Hotjar
    Analytics
  • Google Workspace
    Email
  • Atlassian Jira
    Issue Trackers
  • styled-components
    Javascript Frameworks
  • Pardot
    Marketing
  • Linux
    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 1 continents, including North America.

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 August 2024, CircleBlack's annual revenue reached $1.8M.

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 August 2024, CircleBlack has approximately 35 employees across 1 continents, including North America. Key team members include CEO: J. M.Chief Technology Officer: R. 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 AdsHotjarGoogle WorkspaceAtlassian Jirastyled-componentsPardotLinuxOpenResty.

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 August 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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