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.
The Jersey City headquarters serves as the central hub for CircleBlack's operations, including executive leadership, product development, engineering, sales, marketing, and customer support.
Located in a prominent office building on the Jersey City waterfront, offering modern facilities and convenient access to transportation and the broader financial district.
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.
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.
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.
101 Hudson Street, 21st Floor
Jersey City
NJ
USA
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As of April 2025, CircleBlack' leadership includes:
CircleBlack has been backed by several prominent investors over the years, including:
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.
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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
GlobeNewswire • March 20, 2024
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
GlobeNewswire • February 27, 2024
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
GlobeNewswire • September 19, 2023
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
GlobeNewswire • July 18, 2023
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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