What departments does CircleBlack have?

CircleBlack has employees across 2 departments including Entrepreneurship, Engineering.

What is the largest department at CircleBlack?

The largest department at CircleBlack is Engineering with 2 employees.

Where are CircleBlack employees located globally?

CircleBlack has employees across 2 continents and 3 countries including Portugal, United States Of America, Canada.

How has CircleBlack's team size changed over time?

CircleBlack's team has decreased from approximately 57 to 29 employees based on available data.

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CircleBlack Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

CircleBlack is a Boston-based financial services company that offers an interoperable, cloud-based wealthtech platform designed to unify essential advisory workflows. The platform delivers performance reporting, rebalancing, and billing, and provides real-time two-way connectivity to custodians and held-away accounts, along with integrations to third-party CRM, planning, and risk tools.

Its user base includes over 100 advisory firms and about 1,000 advisors, illustrating its reach in the wealth management field. Positioned within the wealthtech space, CircleBlack aims to streamline operations by delivering core functionality within a single cloud-based system. In 2025, the company announced its acquisition of AssetBook, signaling a strategic expansion.

CircleBlack Global Highlights

North America
35

United States Of America
34
Canada
1

Europe
1

Portugal
1

CircleBlack's Leadership

T. G.
Vice President Engineering
Mobile Phone
Email
J. D.
Owner
Mobile Phone
Email
K. G.
Partner Cpa
Mobile Phone
Email
A. M.
Independent Board Director
Mobile Phone
Email
M. D.
Director Of Software Engineering
Mobile Phone
Email

CircleBlack Employee Metrics

100%

50%

2026

2025

Engineering
Product Management
Customer Success
Marketing
Analytics
Other
Sales
Arts & Design
Banking
Business

Contact profiles from CircleBlack

Name

Title

Contact Info

Location

Last Update

J. D.
Owner
Mobile Phone
Email
Oct 16, 2024
K. G.
Partner Cpa
Mobile Phone
Email
Oct 17, 2024
T. G.
Vice President Engineering
Mobile Phone
Email
Apr 29, 2024
A. M.
Independent Board Director
Mobile Phone
Email
Portugal
Jun 25, 2026
M. D.
Director Of Software Engineering
Mobile Phone
Email
Aug 01, 2024

Frequently Asked Questions

What is CircleBlack known for?

CircleBlack was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-609-631-****

. Explore CircleBlack's company overview page for more information.

What is CircleBlack's most common email format?

CircleBlack employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CircleBlack email formats with LeadIQ.

How many employees does CircleBlack have currently?

CircleBlack has approximately 30 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are CircleBlack's key employees and leadership?

As of July 2026, CircleBlack's key employees include:

Vice President Engineering: T. G.
Owner: J. D.
Partner Cpa: K. G.
Independent Board Director: A. M.
Director Of Software Engineering: M. D.

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CircleBlack Employee Directory

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