CircleBlack Information

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.

Website	http://www.circleblack.com
Revenue	$5.2 million
Employees	29 (23 on RocketReach)
Founded	2013
Address	374 Congress street Suite 203, Boston, Massachusetts 02110, US
Phone	+1 800-315-1241
Technologies	JavaScript , HTML , PHP +47 more (view full list)
Industry	Financial Services, Finance General, Finance, Technology
Web Rank	5 Million
Keywords	Wealthtech Platform, Wealth Management Technology, Financial Software, Financial Technology Solutions, Portfolio Management, Asset Management Software, Investment Management Software, Cloud Based Platform, All In One Platform, Performance Reporting Software, Investment Technology, Portfolio Rebalancing, Billing Software, Wealthtech Solutions, Financial Planning Software, Digital Wealth Management, Automated Investment Platform, Software For Advisors
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, ETRADE Bank c/o ETRADE Financial, LLC, Robinhood, Wealthsimple, Betterment, Wealthfront, Acorns, Personal Capital +35 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

CircleBlack Questions

What is the annual revenue of CircleBlack?

The CircleBlack annual revenue was $5.2 million in 2026.

Who is the Vice President, Product Marketing of CircleBlack?

Kevin Carey is the Vice President, Product Marketing of CircleBlack.

How many people are employed at CircleBlack?

23 people are employed at CircleBlack.

Where is CircleBlack based?

CircleBlack is based in Boston, Massachusetts.

What is the NAICS code for CircleBlack?

The NAICS codes for CircleBlack are [523, 52, 5239, 52393].

What is the SIC code for CircleBlack?

The SIC codes for CircleBlack are [62, 628].

Top CircleBlack Employees

Kevin Carey

Vice President, Product Marketing at CircleBlack

Boston, MA, US
2
- gmail.com
- circleblack.com
4
- +1 519-746-XXXX
- +1 617-650-XXXX
- +1 508-433-XXXX
- +1 617-780-XXXX
Jeffrey Rayport

Director at CircleBlack

Boston, MA, US
5
- hbs.edu
- gmail.com
- longarc.com
- bellmedia.com
- hdsglobal.com
5+
- +1 617-459-XXXX
- +1 617-407-XXXX
- +1 508-728-XXXX
- +1 617-495-XXXX
- +1 610-491-XXXX
- +1 508-228-XXXX
Niranjan Potnis

Director of Engineering at CircleBlack

Boston, MA, US
2
- gmail.com
- circleblack.com
3
- +1 617-729-XXXX
- +1 512-788-XXXX
- +1 617-949-XXXX
Michael Gomulka

Vice President of Sales at CircleBlack

United States
1
- circleblack.com
5+
- +1 847-245-XXXX
- +1 847-406-XXXX
- +1 562-426-XXXX
- +1 847-445-XXXX
- +1 847-406-XXXX
- +1 562-424-XXXX
Jonathan Owens

Director of Customer Success at CircleBlack

Dublin, NH, US
2
- circleblack.com
- yahoo.com
3
- +1 605-359-XXXX
- +1 973-300-XXXX
- +1 973-861-XXXX
Drew Teter

Lead Software Developer at CircleBlack

Boston, MA, US
1
- gmail.com
1
- +1 607-329-XXXX
Neir Gandhi

Senior Product Manager at CircleBlack

New York, NY, US
1
- circleblack.com
Ana Lea Calabano

Software Engineer at CircleBlack

Northampton, PA, US
1
- gmail.com
2
- +1 203-243-XXXX
- +1 203-543-XXXX
Rhea Abrol

Customer Success Manager at CircleBlack

Boston, MA, US
2
- yahoo.com
- circleblack.com
1
- +1 617-734-XXXX
Jainam Mehta

Software Engineer 2 at CircleBlack

Boston, MA, US
1
- circleblack.com