About CircleBlack
CircleBlack is a company based in Jersey City (United States) founded in 2013 by John Michel.. CircleBlack has raised $20.75 million across 2 funding rounds. CircleBlack offers products and services including Wealth Management Software, Advisor Dashboard, and Client Portal. CircleBlack operates in a competitive market with competitors including Zafin, PureFacts, Glia, Shift Technology and Eltropy, among others.
- Headquarter Jersey City, United States
- Founders John Michel
-
Sectors
Financial ServicesTechnology
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Circleblack, Inc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$20.75 M (USD)
in 2 rounds
-
Latest Funding Round
$8.25 M (USD), Series B
Jun 13, 2023
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of CircleBlack
CircleBlack offers a comprehensive portfolio of products and services, including Wealth Management Software, Advisor Dashboard, and Client Portal. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Aggregates data and centralizes workflows for advisor portfolio management.
Provides intuitive UI for accessing client information and financial data.
Offers mobile app for clients to view and interact with their portfolios.
Unlock access to complete
Unlock access to complete
Funding Insights of CircleBlack
CircleBlack has successfully raised a total of $20.75M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $8.25 million completed in June 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series B — $8.2M
-
First Round
First Round
(15 Jul 2020)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2023 | Amount | Series B - CircleBlack | Valuation |
investors |
|
| Jul, 2020 | Amount | Series B - CircleBlack | Valuation |
investors |
|
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by CircleBlack
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - CircleBlack
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Circleblack Comparisons
Competitors of CircleBlack
CircleBlack operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Zafin, PureFacts, Glia, Shift Technology and Eltropy, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Software solutions for relationship banking in financial services are delivered.
|
|
| domain | founded_year | HQ Location |
CRM solutions for wealth managers
|
|
| domain | founded_year | HQ Location |
Cloud-based omnichannel platform is provided for financial customer service.
|
|
| domain | founded_year | HQ Location |
Provider of AI solutions for insurance underwriting, claims, and risk
|
|
| domain | founded_year | HQ Location |
Reputation management software is provided for solar industry sales.
|
|
| domain | founded_year | HQ Location |
Customer engagement solutions are provided to banks and related sectors.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Circleblack
Frequently Asked Questions about CircleBlack
When was CircleBlack founded?
CircleBlack was founded in 2013 and raised its 1st funding round 7 years after it was founded.
Where is CircleBlack located?
CircleBlack is headquartered in Jersey City, United States. It is registered at Jersey City, New Jersey, United States.
Who is the current CEO of CircleBlack?
John Michel is the current CEO of CircleBlack. They have also founded this company.
Is CircleBlack a funded company?
CircleBlack is a funded company, having raised a total of $20.75M across 2 funding rounds to date. The company's 1st funding round was a Series B of $12.5M, raised on Jul 15, 2020.
What does CircleBlack do?
CircleBlack was established in 2013 in Jersey City, United States, within the fintech sector. A platform is operated that consolidates users investment accounts into one dashboard. Advisors are enabled to share details on external holdings. Aggregate market-share data is supplied to advisors regarding their client portfolios. Services focus on investment oversight and data aggregation for professional use.
Who are the top competitors of CircleBlack?
CircleBlack's top competitors include Glia, Shift Technology and PureFacts.
What products or services does CircleBlack offer?
CircleBlack offers Wealth Management Software, Advisor Dashboard, and Client Portal.