CircleBlack
PrivateLast Round
Series B
Jun 13, 2023
Total Funding Raised
$8.2M
Momentum
Top 10%
of companies Caplight tracks
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
CircleBlack Comparables
Compare CircleBlack with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Advyzon | 91% | |
| SS&C Technologies Holdings Inc | 81% | |
| Blueleaf Wealth, Inc. | 80% | |
CircleBlack Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jun 13, 2023 | ||||
| Buyout/LBO | Jun 1, 2020 |
Key People
Founding team and executive leadership
CircleBlack Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Long Arc Capital | Series B, Buyout/LBO |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 24, 2026
Monthly visitors increased 146% MoM, reaching 32.5K.
- Mar 1, 2026
Monthly visitors increased 33% MoM.
CircleBlack Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about CircleBlack's valuation, stock price, and market status.