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CircleBlack

Company Name

CircleBlack

Main Industry

Finance

Website

www.circleblack.com

Contact Information

Headquarters

333 Washington St, Jersey City, New Jersey, 07302, United States

(800) 315-1241

Kingston, New Jersey Office

4428 Route C, 27 Bldg, Kingston, New Jersey, 08528, United States

(800) 315-1241

Princeton, New Jersey Office

353 Nassau St, Princeton, New Jersey, 08540, United States

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.

Circle Black

CircleBlack Inc

Circleblack, Inc.

Revenue

$5.2 M

Employees

24

Founded

2013

Primary Industries

Funding History

CircleBlack raised a total of $150 K in funding over 1 rounds.

CircleBlack Executive Team & Key Decision Makers

Name & TitleContact Info
Michael Pass
Michael Pass

Chief Technology Officer

❅❅❅❅@circleblack.com

(973) ❅❅❅-❅❅❅❅

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Sarah Rasmuss
Sarah Rasmuss

Chief Product Officer

❅❅❅❅@circleblack.com

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Theodore Goldman
Theodore Goldman

Vice President, Engineering

❅❅❅❅@circleblack.com

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Kenneth O'Brien
Kenneth O'Brien

Senior VP & Global Head of Sale

(646) ❅❅❅-❅❅❅❅

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Brenden Portolese
Brenden Portolese

Vice President, Product

❅❅❅❅@circleblack.com

(206) ❅❅❅-❅❅❅❅

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Chris Fagan
Chris Fagan

Senior Vice President, Operations

❅❅❅❅@circleblack.com

(315) ❅❅❅-❅❅❅❅

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Jean Michael
Jean Michael

Vice President, Relationship Management

(856) ❅❅❅-❅❅❅❅

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Martin Claudine
Martin Claudine

Vice President, Marketing

(508) ❅❅❅-❅❅❅❅

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Susan Massaro
Susan Massaro

Director, Finance

(201) ❅❅❅-❅❅❅❅

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Jessica DeLosSantos
Jessica DeLosSantos

Human Resources Director

❅❅❅❅@circleblack.com

(646) ❅❅❅-❅❅❅❅

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Richard DeMonte
Richard DeMonte

Director, Product Management

❅❅❅❅@circleblack.com

(856) ❅❅❅-❅❅❅❅

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Matthew Valkovic
Matthew Valkovic

Director, Client Services

❅❅❅❅@circleblack.com

(412) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Cory Belcher
Cory Belcher

Senior Sales Executive

❅❅❅❅@circleblack.com

(720) ❅❅❅-❅❅❅❅

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Susan Massaro
Susan Massaro

Director, Finance

(201) ❅❅❅-❅❅❅❅

Visit Profile

Brenden Portolese
Brenden Portolese

Vice President, Product

❅❅❅❅@circleblack.com

(206) ❅❅❅-❅❅❅❅

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Mitchell Sam
Mitchell Sam

Software Engineer

❅❅❅❅@circleblack.com

(609) ❅❅❅-❅❅❅❅

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Sue Summers
Sue Summers

Senior Sales Executive

❅❅❅❅@circleblack.com

(253) ❅❅❅-❅❅❅❅

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Sarah Rasmuss
Sarah Rasmuss

Chief Product Officer

❅❅❅❅@circleblack.com

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Chris Fagan
Chris Fagan

Senior Vice President, Operations

❅❅❅❅@circleblack.com

(315) ❅❅❅-❅❅❅❅

Visit Profile

Martin Claudine
Martin Claudine

Vice President, Marketing

(508) ❅❅❅-❅❅❅❅

Visit Profile

Mark Diese
Mark Diese

Client Services Analyst

❅❅❅❅@circleblack.com

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Jean Michael
Jean Michael

Vice President, Relationship Management

(856) ❅❅❅-❅❅❅❅

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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.

Programming Languages

(6 Technologies)

Frameworks and Libraries

(3 Technologies)

Web Analytics

(2 Technologies)

Online Video Platforms

(2 Technologies)

Web Application Firewalls

(2 Technologies)

CircleBlack Product Offerings

TechnologyWebsite UsingMarket Share
CircleBlack

CircleBlack

2

<0.01%

Cincinnati Bell

Cincinnati Bell

131

0.40%

Largest Customers of CircleBlack Products

More than 2 companies reportedly use CircleBlack products in their tech and software stacks

CircleBlack Email Formats

ParameterSample EmailPercentage

CircleBlack Top Competitors

CompanyEmployeesRevenueTop technologies
Trizic

Trizic

34$6.5 M
Polaris Portfolios

Polaris Portfolios

18$3.9 M
Oranj

Oranj

34$7.3 M
Marstone

Marstone

33$6.3 M
RobustWealth

RobustWealth

37$8.1 M

What is CircleBlack revenue?

CircleBlack revenue is $5.2 M

How many employees does CircleBlack have?

CircleBlack has 24 employees

Where is CircleBlack headquarters located?

CircleBlack headquarters are located in 333 Washington St, Jersey City, New Jersey, 07302, United States

What are CircleBlack’s primary industries?

CircleBlack’s main industries are: Finance

Who is CircleBlack’s CEO?

CircleBlack’s CEO is Lincoln Ross

What are CircleBlack’s key products?

CircleBlack’s key products are: CircleBlack, Cincinnati Bell

What are some additional names or alternative spellings that users use while searching for CircleBlack?

CircleBlack appears in search results as CIRCLEBLACK, CircleBlack , Inc., Circle BlackCircleBlack Inc, Circleblack, Inc....See More