About CircleBlack
CircleBlack is a Financial Services company based in Jersey City (United States) founded in 2013 by John Michel. Portfolio tracking platform for investors and advisors. It operates in the Financial Services and Technology sectors. CircleBlack has raised $20.75 million across 2 funding rounds. Its chief executive, as recorded, is John Michel. Its website circleblack.com draws about 23 thousand monthly visits. CircleBlack offers products and services including Wealth Management Software, Advisor Dashboard, and Client Portal. Its focus areas include Enterprise Applications, Sales Force Automation, CRM and Enterprise Suite. Its legal entity is CircleBlack, Inc. Its competitors include Glia, Eltropy and Kasisto; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Jersey City, United States
- Founders John Michel
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website circleblack.com
- Social LinkedIn X Facebook
- Legal Name Circleblack, Inc
- Total Equity Funding$20.75M (USD)
in 2 rounds
- Latest Funding Round$8.25M (USD), Series B
Jun 2023
Products & Services of CircleBlack
CircleBlack offers a comprehensive portfolio of products and services, including Wealth Management Software, Advisor Dashboard, and Client Portal.
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.
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 $20.75M
- Total Rounds 2
- Last Round Series B — $8.25M
- First Round $12.5M
(Jul 2020)
All 2 funding rounds of CircleBlack with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2023 | $8.25M | Series B | – | – | – |
| Jul 2020 | $12.5M | Series B | – | – | – |
People of CircleBlack
27 people are tracked at CircleBlack (6 in leadership, 16 in board & advisors, 5 in team).
| Name | Role | Group |
|---|---|---|
John Michel | Founder & Co-CEO | Leadership |
Lincoln Ross | CEO | Leadership |
Abhijit Deshmukh | Chief Data Architect | Leadership |
Robert Bryant | Senior Vice President, Technology | Leadership |
Jon Owens | Director, Customer Success | Leadership |
Jonathan Owens | Director of Customer Success | Leadership |
Susan Michel | Board Member | Board & advisors |
Ranu Dayal | Board Member, Audit Cmtte., Comp. Cmte. | Board & advisors |
Marc Dupaquier | Board Member | Board & advisors |
Bill Bartzak | Advisory Board Member | Board & advisors |
Rege Eisaman | Advisory Board Member | Board & advisors |
Ed Watson | Advisory Board Member | Board & advisors |
Marty Beaulieu | Advisory Board Member | Board & advisors |
Howard Goldin | Advisory Board Member | Board & advisors |
Ken Gruskin | Advisory Board Member | Board & advisors |
Alan Guarino | Advisory Board Member | Board & advisors |
Steve Casper | Advisory Board Member | Board & advisors |
Mike Castellano | Advisory Board Member | Board & advisors |
Martin Beaulieu | Board Member | Board & advisors |
Gaurav Bhandari | Chairman of the Board | Board & advisors |
7 more people are available in the full profile.
Complete people profiles for CircleBlack
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of CircleBlack
3 dated milestones of CircleBlack across 10 years, from founding to its latest funding, stage changes and deals.
- Founded CircleBlack is founded.
- Funding First funding round of $12.5M.
- Funding Latest funding round, Series B, of $8.2M.
Competitors of CircleBlack
CircleBlack has 3 listed competitors in our database, 3 of them funded. They include Glia, Eltropy and Kasisto.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| glia.com | 2012 | New York, United States | $152M | 130 | Cloud-based omnichannel platform is provided for financial customer service. | |
| eltropy.com | 2014 | Milpitas, United States | $25M | 113 | Reputation management software is provided for solar industry sales. | |
| kasisto.com | 2013 | New York, United States | $90.95M | AI-driven conversational banking solutions are provided for enterprises. |
Detailed competitors of CircleBlack
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of CircleBlack
The website of CircleBlack (circleblack.com) receives about 23.3K visits a month.
- Monthly visits23.3K
▲ 33.2% vs previous month
Websites whose visitors overlap most with CircleBlack. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| addepar.com | 100% | 243.3K | #130,944 | View details | |
| wealthbox.com | 99% | 136.6K | #353,668 | View details | |
| tradestation.com | 94% | 1.7M | #31,005 | View details | |
| stockpile.com | 92% | 38.7K | #616,839 | View details | |
| envestnet.com | 91% | 537.1K | #72,822 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for CircleBlack
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Insurance Technology & Support Services
3 companies that operate in the same segment as CircleBlack (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | USD 1.48 B | 226 | ||
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | |||
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | 699 |
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Related news about Circleblack
Complete news archive for CircleBlack
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about CircleBlack
CircleBlack was founded in 2013 and raised its 1st funding round 7 years after it was founded.
CircleBlack is headquartered in Jersey City, United States. It is registered at Jersey City, New Jersey, United States.
John Michel is the CEO of CircleBlack, as recorded in our data. They have also founded this 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 2020.
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.
CircleBlack offers Wealth Management Software, Advisor Dashboard, and Client Portal.
CircleBlack operates through Circleblack, Inc.