Company Email Format Management

CircleBlack

Financial Services 374 Congress Street 32 employees

Employees: 32
Contacts: 3
Emails: 3
Phones: 2

circleblack.com LinkedIn Crunchbase

CircleBlack Overview

Headquarters: 374 Congress Street
Phone Number: Available in AeroLeads
Website: circleblack.com
Industry: Financial Services
Employees: 32
Founded: 2013
Funding: 8.3M
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Advisor Tech FinTech WealthTech Investor Experience

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.

CircleBlack Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

CircleBlack Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jeremy Bernstein	Lead Ux/ui Designer at Circleblack, Inc.	Jersey City, New Jersey, United States	Email Phone
Abhi Deshmukh		New York, United States	Email
Peter Gulliver	COO - CFO - Cxo Pe & Vc-back Companies		View
Lincoln Ross	President & CEO at Circleblack, Inc.	Boston, Massachusetts, United States	Email Phone