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
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
A. B.
Chief Technology Officer
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
K. C.
Vice President Of Product Marketing
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
T. G.
Vice President Engineering
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
D. C. R.
Head Of Agile Practices, Program Manager
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
M. V.
Head Of Customer Success
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
N. K.
Head Of Marketing
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
L. R.
President And Ceo
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

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

N. K.
Head Of Marketing
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Nov 15, 2024
L. B.
Svp Of Technology
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
Nov 11, 2024
S. N.
Vice President, Product Management
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesWashington
Oct 23, 2024
J. N.
Senior Vice President, Relationship Management
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Nov 11, 2024
T. G.
Vice President Engineering
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
Oct 23, 2024
A. W.
Director Of Sre/Devops
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Nov 11, 2024
A. M.
Independent Board Director
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
Portugal
Nov 11, 2024
K. N.
Director
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesNew York
Nov 14, 2024
C. O.
Associate Director Of Quality Assurance
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Nov 07, 2024
D. M.
Director Of Technical Operations
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for CircleBlack and Millions of Other Companies
Sign up for full access to CircleBlack information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesNew Jersey
Nov 15, 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 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking