CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlackâs 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.
View Top Employees from CircleBlack| Website | http://www.circleblack.com |
| Revenue | $5.2 million |
| Employees | 50 (50 on RocketReach) |
| Founded | 2013 |
| Address | 374 Congress street Suite 203, Boston, Massachusetts 02110, US |
| Phone | (800) 315-1241 |
| Technologies |
JavaScript,
HTML,
PHP
+47 more
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| Industry | Financial Services, Finance General, Finance, Technology |
| Web Rank | 5 Million |
| Keywords | Circleblack |
| Competitors | CONCERT Wealth Management, Inc., Marstone, Inc., Oranj, RobustWealth, Wealth Access, Inc. |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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CircleBlack Questions
The CircleBlack annual revenue was $5.2 million in 2024.
Rob Baxter is the CTO of CircleBlack.
50 people are employed at CircleBlack.
CircleBlack is based in Boston, Massachusetts.
The NAICS codes for CircleBlack are [5239, 523, 52393, 52].
The SIC codes for CircleBlack are [62, 628].
Top CircleBlack Employees
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