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
59

United States Of America
58
Canada
1

CircleBlack's Leadership

J. M.
CEO
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R. 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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M. V.
Head Of Customer Success
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L. R.
President And Ceo
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D. K.
Executive Vice President Of Sales
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L. B.
Svp Of Technology
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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
Jun 15, 2023
R. B.
Chief Technology Officer
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Aug 14, 2023
J. M.
CEO
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Email
Jul 07, 2024
K. C.
Vice President Of Product Marketing
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Sep 24, 2024
D. K.
Executive Vice President Of Sales
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Apr 22, 2024
M. V.
Head Of Customer Success
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Sep 16, 2024
L. B.
Svp Of Technology
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Email
Aug 14, 2023
J. N.
Senior Vice President, Relationship Management
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Sep 04, 2024
T. G.
Vice President Engineering
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Email
Jul 19, 2023
D. M.
Director Of Technical Operations
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Email
Sep 16, 2024

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 35 employees as of August 2024. These team members are located across 1 continents, including North America.

Who are CircleBlack's key employees and leadership?

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

CEO: J. M.
Chief Technology Officer: R. B.
Vice President Of Product Marketing: K. C.
Vice President Engineering: T. G.
Head Of Customer Success: M. V.

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