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CircleBlack Overview

Business ServicesCompany

Is CircleBlack PE-backed?

Yes. CircleBlack is owned by private equity investor Long Arc Capital.

Where is CircleBlack headquartered?

CircleBlack is headquartered in Boston, Massachusetts.

What sector is CircleBlack in?

CircleBlack is a business services company.

When was CircleBlack founded?

CircleBlack was founded in 2013.

CircleBlack

CircleBlack, Inc.

374 Congress St., Suite 601,
Boston, Massachusetts 02110
United States,
(800) 315-1241
www.circleblack.com

CircleBlack provides financial advisors with technology that aggregates data, integrates other financial applications seamlessly, provides actionable intelligence about client portfolios, and helps advisors better manage clients' wealth which helps grow and deepen advisor-client relationships. The company provides a platform built for the digital age, with a web-based and mobile application that can be taken anywhere and accessed anytime. CircleBlack was formed in 2013 and is based in Boston, Massachusetts.


Company Summary

SECTOR

Business Services

Established

2013


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