CircleBlack is a financial technology firm focused on solving the key pain points financial advisors
Location: United States, New Jersey, Jersey City
Employees: 11-50
Phone: +1 800-315-1241
Total raised: $4.3M
Founded date: 2013
Investors 1
| Date | Name | Website |
| - | Long Arc C... | longarc.co... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 06.12.2021 | Seed | $4.3M | - |
Mentions in press and media 4
| Date | Title | Description |
| 08.09.2021 | CircleBlack Expands Model Marketplace with State Street Global Advisors and Smartleaf Asset Management | |
| 21.07.2021 | Trinlogix Partners with CircleBlack to Launch BlackLogix -Wealth Management Tech Stack Dedicated to the SMB Advisor Market | BlackLogix Dashboard “Our goal is to help advisors translate information which is typically complicated and confusing to clients.” David Connor, Chief Growth Officer, Trinlogix. “Our visual communication tool helps them demonstrate their va... |
| 22.03.2021 | CircleBlack Expands Executive Team with Strategic Chief Product Officer | |
| - | CircleBlack | “CircleBlack is an all-in-one wealth management platform that helps financial advisors save time, strengthen client relationships, and win more business.” |