CircleBlack corporate office is located in 374 Congress St Ste 601, Boston, Massachusetts, 02210, United States and has 11-50 employees.
circleblack inc
circleblack
circleblack inc
Departments
Number of employees
Engineering & Technical
9
Sales
4
Information Technology
2
C-Suite
1
| Location | People at location |
| North America | 11-50 |
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CircleBlack offers an AI-powered platform that integrates portfolio management, CRM, billing, and over 25 best-of-breed integrations for financial advisors. The platform is designed to streamline workflows and enhance client interactions by providing a unified view of client portfolios and performance. Targeting breakaway advisors, established RIAs... Read More