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CircleBlack Profile and History
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 digit al 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.
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CircleBlack
Circleblack Inc
Circleblack LLC
CircleBlack - Inc
CircleBlack is
Primary Industries
Contact Information
Headquarters
333 Washington St Fl 3, Jersey City, New Jersey, 07302, United States
(800) 315-1241
CEO
Lincoln Ross
Revenue
Revenue $5.2 M
Employees
Employees 36
Founded
Founded 2013
Funding History
CircleBlack raised a total of $150 K in funding over 1 rounds.
CircleBlack Executive Team & Key Decision Makers
Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Alexandr Y. Senior Software Engineer |
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Dominique Monayong Product Manager |  |
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Neir Gandhi Senior Product Manager | |
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Jyoti Nihill Senior VP, Relationship Management | |
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Kipp Nelson Director | |
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Jeremy Bernstein Lead UX & UI Designer | |
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Sarah Toole Manager, Partnership | |
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Dan Neidermire Account Executive | |
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Adam Young UX Principal & Researcher | |
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Larry Bryant Senior VP, Technology | |
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John Ilori Software Engineer | |
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Jainam Mehta Software Engineer | |
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CircleBlack CircleBlack CircleBlack |
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Ana C. Software Engineer |
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Top CircleBlack Integrations and Technologies
Here's a list of some of the top trending technologies and APIs used by CircleBlack.
Frameworks and Libraries
(6 Technologies)
Programming Languages
(6 Technologies)
Web Analytics
(4 Technologies)
E-Commerce Platforms
(3 Technologies)
Team Collaboration
(3 Technologies)
CircleBlack Product Offerings
| Technology | Website Using | Market Share |
|---|---|---|
 CircleBlack | 3 | <0.01% |
Cincinnati Bell | 141 | 0.40% |
Largest Customers of CircleBlack Products
More than 3 companies reportedly use CircleBlack products in their tech and software stacks
CircleBlack Email Formats
CircleBlack Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 Polaris Portfolios | 16 | $3.9 M | |
 Marstone | 32 | $6.7 M | |
 AdvisorEngine | 105 | $54.1 M | |
 Improvado | 90 | $18.9 M | |
 eWise | 60 | $7.3 M |
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