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CircleBlack

circleblack.com
circleblack.com • HQ: Jersey City, United States • Venture - Series Unknown 2023 • 51-200 employees • Likely startup • New
HQ: Jersey City, United States • Venture - Series Unknown 2023 • 51-200 employees • Likely startup • New
Actively hiring
Wealth Management & Financial Advisors
Financial Services
Artificial Intelligence
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Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$25.1M
3 rounds on record
Latest round
$8.3M
Venture round · May 2023 · 3 yr ago
Team
51-200
employees, estimated range
The money's age
Long since its last round
40 months since the last round · not hiring
Momentum
0/100
no fresh signals
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
May 31, 2023 Raised a round Venture round $8.3M · SEC Form D Oct 28, 2021 Raised a round Venture round $4.3M · SEC Form D Jun 30, 2020 Raised a round Venture round $12.5M · SEC Form D
Funding rounds
RoundDateAmountInvestorsSource
Venture round May 2023 $8.3M — SEC Form D
Venture round Oct 2021 $4.3M — SEC Form D
Venture round Jun 2020 $12.5M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity CircleBlack, Inc. SEC Form D
Founders and leadersfrom filings, registers and the company's site
Marc DupaquierExecutive OfficerSEC Form D
Chad CutcliffExecutive OfficerSEC Form D
Alex SauickieExecutive OfficerSEC Form D
Lincoln RossExecutive Officer, DirectorSEC Form D

Visa sponsorship

  • United States · H-1B filings in 12 months: 1

Visa details by country

Overview

CircleBlack unifies portfolio management, CRM, billing, and 25+ best-of-breed integrations into one AI-powered platform for advisors. Book a demo today.

People

Marc Dupaquier
Executive Officer
SEC Form D
Chad Cutcliff
Executive Officer
SEC Form D
Alex Sauickie
Executive Officer
SEC Form D
Lincoln Ross
Executive Officer, Director
SEC Form D
Martin Beaulieu
Director
SEC Form D
Kipp Nelson
Director
SEC Form D
Ranu Daynal
Director
SEC Form D
W. Tobin Whamond
Director
SEC Form D
Gaurav Bhandari
Director
SEC Form D
Susan Michel
Director
SEC Form D
W. Whamond
Director
SEC Form D
Ranu Dayal
Director
SEC Form D
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
2
Hiring now
0
Countries
1
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Headquarters Builds here Office with open vacancies No open vacancies right now Tap a pin for the office
Jersey City United States
HQ
Boston United States
Regional office
Run your entire wealth management firm in a single window
374 Congress St, Suite 601, Boston, MA 02210
company site

Financials

Total raised
$25.1M
Latest round
Venture - Series Unknown
Funding rounds
3
Funding rounds
Round Announced Amount
Venture - Series Unknown 2023 $8.3M Details
Venture - Series Unknown 2021 $4.3M Details
Venture - Series Unknown 2020 $12.5M Details