CircleBlack Employee Directory

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.

Find CircleBlack employees' phone numbers or email addresses

CircleBlack Global Highlights

North America
67

United States Of America
66
Canada
1

Asia
1

India
1

Europe
1

Portugal
1

CircleBlack's Leadership

J. M.
CEO
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A. B.
Chief Technology Officer
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K. C.
Vice President Of Product Marketing
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T. G.
Vice President Engineering
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D. C. R.
Head Of Agile Practices, Program Manager
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Email
M. V.
Head Of Customer Success
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N. K.
Head Of Marketing
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Email
L. R.
President And Ceo
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CircleBlack Employee Metrics

100%

50%

0%

2024

2023

Engineering
Product Management
Customer Success
Marketing
Analytics
Other
Sales

Contact profiles from CircleBlack

Name

Title

Contact Info

Location

Last Update

L. R.
President And Ceo
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Email
United StatesMassachusetts
Nov 11, 2024
P. G.
Coo / Cfo
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Email
United StatesNew York
Nov 14, 2024
A. B.
Chief Technology Officer
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Email
United StatesMassachusetts
Nov 12, 2024
J. M.
CEO
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Email
United StatesNew Jersey
Jul 07, 2024
J. D.
Owner
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Email
Oct 16, 2024
K. G.
Partner Cpa
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Email
Oct 17, 2024
K. C.
Vice President Of Product Marketing
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Email
United StatesMassachusetts
Nov 11, 2024
D. K.
Executive Vice President Of Sales
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Email
United StatesMassachusetts
Nov 11, 2024
D. C. R.
Head Of Agile Practices, Program Manager
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Email
United StatesMassachusetts
Sep 17, 2024
M. V.
Head Of Customer Success
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Email
United StatesCalifornia
Nov 17, 2023

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 37 employees as of November 2024. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are CircleBlack's key employees and leadership?

As of November 2024, CircleBlack's key employees include:

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

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