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.
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CircleBlack Questions
The CircleBlack annual revenue was $5.2 million in 2026.
Kevin Carey is the Vice President, Product Marketing of CircleBlack.
20 people are employed at CircleBlack.
CircleBlack is based in Boston, Massachusetts.
The NAICS codes for CircleBlack are [52393, 5239, 52, 523].
The SIC codes for CircleBlack are [628, 62].
Top CircleBlack Employees
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Kevin Carey
Vice President, Product Marketing at CircleBlack
Boston, MA, US24 -
Niranjan Potnis
Director of Engineering at CircleBlack
Boston, MA, US23 -
Michael Gomulka
Director, Sales at CircleBlack
United States11 -
Jonathan Owens
Director of Customer Success at CircleBlack
Dublin, NH, US23 -
Drew Teter
Lead Software Developer at CircleBlack
Boston, MA, US12 -
Ken Park
Senior Software Engineer at CircleBlack
Oakland, MD, US15+ -
Neir Gandhi
Senior Product Manager at CircleBlack
New York, NY, US1 -
Ana Lea Calabano
Software Engineer at CircleBlack
Northampton, PA, US12 -
Rhea Abrol
Customer Success Manager at CircleBlack
Boston, MA, US21 -
Aarika Burk
Customer Success Manager at CircleBlack
Somerville, MA, US23
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