CircleBlack
Financial Software · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
374 Congress St Ste 601, Boston, Massach...Website
www.circleblack.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
About CircleBlack
CircleBlack, Inc. provides financial advisors with technology that aggregates data, integrates other financial applications seamlessly, manages data from multiple custodians and delivers actionable intelligence about client portfolios, helping advisors better manage clients' wealth while growing and deepening advisor-client relationships. CircleBlack provides a leading platform built for the digital age, with a web-based and mobile application that can be taken anywhere and accessed anytime. CircleBlack's solution leverages proprietary technology that helps sustain the Company's unique competitive advantages. CircleBlack's mission is to make wealth management better, for both the investor and the advisor.Explore more
CircleBlack Org Chart
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CircleBlack financials insights
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2020
Debt
$150K
CircleBlack Tech Stack
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CircleBlack News & Media
CircleBlack Names Third CEO In As Many Years | Wealth Management
Former Envestnet executive Lincoln Ross is now leading CircleBlack, following the departure of Alex Sauickie to "pursue other interests."CircleBlack Appoints Wealthtech Industry Leader Lincoln Ross as CEO
Ross Takes Helm to Build on Long-Term Goal of Expanding Partnerships, Capabilities JERSEY CITY, N.J., March 16, 2022 /PRNewswire/ -- CircleBlack, Inc., a cloud-based software platform for financial advisors announced it has appointed Lincoln Ross as CEO and president. Ross also has been...CircleBlack and Smartleaf Partner to Provide an Integrated Wealth Management Solution to Benefit Both Firms' Clients
JERSEY CITY, N.J., Jan. 19, 2022 /PRNewswire/ -- CircleBlack, the unified wealth management platform, and Smartleaf, Inc., a leading provider of automated portfolio rebalancing, mass customization and tax optimization solutions for wealth managers, RIAs, TAMPs, broker/dealers and banks,...CircleBlack Adds Vanguard to Growing Line-Up of Top Global Asset Managers
HAMILTON, N.J., Nov. 9, 2021 /PRNewswire/ -- CircleBlack, a unified wealth management platform, has expanded its Model Marketplace with the index-based strategic model portfolios of Vanguard, one of the world's largest asset managers, known for its low-cost funds that have become a staple...
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CircleBlack, Inc. provides financial advisors with technology that aggregates data, integrates other financial applications seamlessly, manages data from multiple custodians and delivers actionable intelligence about client portfolios, helping advisors better manage clients' wealth while growing and deepening advisor-client relationships. CircleBla... Read More
