CircleBlack Employee Directory

Financial ServicesUnited 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.

Find CircleBlack employees' phone numbers or email addresses

CircleBlack Global Highlights

North America
38

United States Of America
37
Canada
1

Europe
1

Portugal
1

CircleBlack's Leadership

J. M.
CEO
Mobile Phone
Email
A. B.
Chief Technology Officer
Mobile Phone
Email
A. D.
Chief Data Architect
Mobile Phone
Email
T. G.
Vice President Engineering
Mobile Phone
Email
D. C. R.
Head Of Agile Practices, Program Manager
Mobile Phone
Email
L. R.
President And Ceo
Mobile Phone
Email
J. D.
Owner
Mobile Phone
Email
K. G.
Partner Cpa
Mobile Phone
Email

CircleBlack Employee Metrics

100%

50%

0%

2025

2024

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

Contact profiles from CircleBlack

Name

Title

Contact Info

Location

Last Update

L. R.
President And Ceo
Mobile Phone
Email
United StatesMassachusetts
Nov 04, 2025
A. B.
Chief Technology Officer
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025
J. M.
CEO
Mobile Phone
Email
United StatesNew Jersey
Jul 07, 2025
J. D.
Owner
Mobile Phone
Email
Oct 16, 2024
K. G.
Partner Cpa
Mobile Phone
Email
Oct 17, 2024
K. C.
Vice President, Product Marketing
Mobile Phone
Email
United StatesMassachusetts
Oct 31, 2025
D. C. R.
Head Of Agile Practices, Program Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2025
A. D.
Chief Data Architect
Mobile Phone
Email
United StatesNew York
Nov 12, 2025
T. G.
Vice President Engineering
Mobile Phone
Email
Apr 29, 2024
A. M.
Independent Board Director
Mobile Phone
Email
Portugal
Oct 29, 2025

Frequently Asked Questions

What is CircleBlack known for?

CircleBlack was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 374 Congress street, Suite 203 Boston, MA 02110, US; 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 October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are CircleBlack's key employees and leadership?

As of October 2025, CircleBlack's key employees include:

CEO: J. M.
Chief Technology Officer: A. B.
Chief Data Architect: A. D.
Vice President Engineering: T. G.
Head Of Agile Practices, Program Manager: D. C. R.

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