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CircleBlack's Overview

Total employees34
HeadquartersJersey City
Founded2013

CircleBlack Inc. is a financial technology company that provides a comprehensive wealth management platform for financial advisors and their clients. The platform offers advanced tools for data aggregation, portfolio analytics, performance reporting, rebalancing, and client communication, including a modern client portal. CircleBlack aims to empower advisors to deepen client relationships, streamline operations, and enhance the overall wealth management experience.

Where is CircleBlack's Headquarters?

HQ Function

The Jersey City headquarters serves as the central hub for CircleBlack's operations, including executive leadership, product development, engineering, sales, marketing, and customer support.

Notable Features:

Located in a prominent office building on the Jersey City waterfront, offering modern facilities and convenient access to transportation and the broader financial district.

Work Culture:

CircleBlack fosters a collaborative and innovative work environment, with a focus on leveraging technology to solve challenges in the wealth management industry. Employees are encouraged to be agile, client-focused, and contribute to the company's growth.

HQ Significance:

The headquarters' location in Jersey City provides proximity to major financial institutions and a rich talent pool, supporting CircleBlack's mission to serve the financial advisory community.

Values Reflected in HQ: The choice of a modern, well-connected office space likely reflects CircleBlack's commitment to innovation, efficiency, and professionalism in the fintech sector.

Location:

CircleBlack Inc. primarily serves the US financial advisory market from its headquarters in Jersey City, NJ. While its main operational focus is domestic, its SaaS-based wealth management platform has the technological capability to support financial advisors who may manage client assets globally. The company's current public information does not detail specific international offices, suggesting a centralized operational model with potential for remote talent and distributed team members.

Street Address:

101 Hudson Street, 21st Floor

City:

Jersey City

State/Province:

NJ

Country:

USA

CircleBlack's Global Presence

Buying Intent Signals for CircleBlack

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of CircleBlack

As of April 2025, CircleBlack' leadership includes:

John Michel - Chief Executive Officer & Chairman
Sarah Rasmuss - Chief Operating Officer
Jay Nargundkar - Chief Product & Technology Officer

Investors of CircleBlack

CircleBlack has been backed by several prominent investors over the years, including:

FinTech Collective
Blumberg Capital
Point72 Ventures
Notable Capital (formerly GGV Capital)
ThirdStream Partners
Eight Roads Ventures
Broadridge Financial Solutions
Morningstar
Salem Capital Management

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

In the past year, CircleBlack Inc. has strengthened its executive team with key appointments, including a new Chief Operating Officer and a new Chief Product & Technology Officer, indicating a focus on operational excellence and product innovation. No major executive departures have been publicly announced during this period.

New Appointments:

Sarah Rasmuss, Sarah Rasmuss was promoted to Chief Operating Officer, expanding her role from her previous position as Chief of Staff to drive operational strategy and execution.
Jay Nargundkar, Jay Nargundkar was appointed as Chief Product & Technology Officer to lead CircleBlack's product vision, strategy, and technological development.

Technology (Tech Stack) used by CircleBlack

Discover the tools CircleBlack uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

CircleBlack Email Formats and Examples

CircleBlack Inc. commonly uses the email format combining the first initial of an employee's name followed by their last name. This is a standard convention for many technology and financial services companies.

[first_initial][last]@circleblack.com

Format

jmichel@circleblack.com

Example

90%

Success rate

News and media

GlobeNewswireMarch 20, 2024

CircleBlack Inc. Integrates with Schwab Advisor Services™ to Enhance Advisor Experience

CircleBlack announced a new integration with Schwab Advisor Services, providing financial advisors with streamlined access to client account data and enhancing platform capabilities for those custodying assets at Schwab....more

GlobeNewswireFebruary 27, 2024

CircleBlack Inc. Announces Sarah Rasmuss as Chief Operating Officer

CircleBlack promoted Sarah Rasmuss to Chief Operating Officer. In her new role, Rasmuss will oversee the company's operational strategies and execution to support its growth....more

GlobeNewswireSeptember 19, 2023

CircleBlack Inc. Appoints Jay Nargundkar as Chief Product and Technology Officer

CircleBlack appointed Jay Nargundkar as its new Chief Product and Technology Officer to lead the company's product strategy and innovation in wealth management technology....more

GlobeNewswireJuly 18, 2023

CircleBlack Inc. Launches New Advisor & Client Portal User Interface

CircleBlack unveiled a redesigned user interface for its advisor and client portals, aimed at improving user experience, navigation, and overall engagement with the platform....more

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