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CircleBlack logo — The all-in-one wealth platform for the relationship-focused...

CircleBlack

The all-in-one wealth platform for the relationship-focused advisor.

Founded 2013 United States Boston, United States 34 employees Venture round Financial Services, Fintech +1

General Information

Company Name CircleBlack
Founded Year 2013
Location United States Boston, United States
Employees 34
Industries Financial Services, Fintech, Wealth Management
Funding Stage Venture round
Social

BounceWatch is an independent company data service, not affiliated with CircleBlack. To contact CircleBlack, visit circleblack.com.

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About CircleBlack

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.

No funding data available for CircleBlack yet.

CircleBlack Alternatives & Competitors

CircleBlack vs
Blueleaf Wealth
Blueleaf Wealth United States

Modular Wealth Management Platform for Advisors - Client Experience | Reporting | Billing | Rebalanc...

Seed
18 employees
Finance, Financial Services

FAQ About CircleBlack

The all-in-one wealth platform for the relationship-focused advisor.
CircleBlack was founded in 2013.
CircleBlack is headquartered in Boston, United States.
CircleBlack operates in Financial Services, Fintech and Wealth Management.
CircleBlack has approximately 34 employees.
Top alternatives and competitors to CircleBlack include Blueleaf Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CircleBlack and Blueleaf Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for CircleBlack, https://bouncewatch.com/company/circleblack, updated 8 January 2025. When citing, please name BounceWatch and link this page.

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