CircleBlack

Circle Black

Financial Services, 374 Congress Street, Boston, , 2110, Massachusetts, United States, 11-50 Employees

circleblack.com

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phone no Phone Number: 80********

Who is CIRCLEBLACK

CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlacks platform includes performance repo...

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  • 374 Congress Street, Boston, Massachusetts, 2110, United States Headquarters: 374 Congress Street, Boston, Massachusetts, 2110, United States
  • 2013 Date Founded: 2013
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7379 | NAICS Code: 541519 | Show More

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CircleBlack Org Chart and Mapping

Employees

Geoffrey Palmer

Director of Product Marketing

Mark Diese

Customer Success Manager

Jonathan Owens

Director of Customer Success

Matt Valkovic

Head of Customer Success

Danny M

Director of Technical Operations

Gonzalo Tucker

Production Support Engineer

Rob Baxter

Chief Technology Officer

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Frequently Asked Questions Regarding CircleBlack

Answer: CircleBlack's headquarters are located at 374 Congress Street, Boston, , 2110, Massachusetts, United States

Answer: CircleBlack's phone number is 80********

Answer: CircleBlack's official website is https://circleblack.com

Answer: CircleBlack's revenue is $5 Million to $10 Million

Answer: CircleBlack's SIC: 7379

Answer: CircleBlack's NAICS: 541519

Answer: CircleBlack has 11-50 employees

Answer: CircleBlack is in Financial Services

Answer: CircleBlack contact info: Phone number: 80******** Website: https://circleblack.com

Answer: CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlacks 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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