CircleBlack

Private

Boston, MassachusettsFinTechhttps://www.circleblack.com/

Last Round

Series B

Jun 13, 2023

Total Funding Raised

$8.2M

Company Overview

CircleBlack is a wealth management software company that provides an interoperable, cloud-based platform for financial advisors to aggregate data, manage portfolios, and streamline client workflows.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Vertical SaaS, CRM, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

wealth management platformwealthtechportfolio managementdata aggregationregistered investment advisorRIApractice managementfinancial advisor softwarecustomer relationship managementCRMautomated reportingfee managementclient portaladvisor techB2B SaaSportfolio rebalancing

Historical Pricing

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CircleBlack Comps

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CircleBlack comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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CircleBlack Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Series B	Jun 13, 2023
Buyout/LBO	Jun 1, 2020

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Key People

Founding team and executive leadership

Lincoln Ross

President and CEO

Executive Team

Ankur Datta

Chief Product Officer

Executive Team

CircleBlack Investors

Notable investors and investment history

CircleBlack investors
Investor	Rounds
Long Arc Capital	Series B, Buyout/LBO

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CircleBlack Filings

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Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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CircleBlack Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersBoston, Massachusetts

Employee Range30

Year Founded2013

Last FundingJun 13, 2023

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