Jersey City, NJ
47 Total Employees
Year Founded: 2013

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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 Offices

OnSite Workspace

Employees work from physical offices.

Typical time on-site: None
HQJersey City, NJ