CircleBlack
Boston, United States (US) · Finance and Banking
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Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
Apr 2026
CircleBlack is a Finance and Banking company based in Boston, United States (US), founded in 2013, with 20-30 employees. CircleBlack's profile is verified on Enterprise League.
Overview
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.
Contact Details
help@circleblack.com
Boston, United States (US), 374 Congress street
Founded
2013
Employees
20-30
Categories
Keywords
#advisor tech
#fintech
#wealthtech
#investor experience
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