CircleBlack Email Formats

Financial Services • Boston, Massachusetts, United States • 21-50 Employees

CircleBlack Email Formats

CircleBlack uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@circleblack.com), used 47.1% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@circleblack.com	47.1%
{first name}.{last name}	john.doe@circleblack.com	35.3%
{last name}{last name}	doedoe@circleblack.com	11.8%
{first initial}{last name}	jdoe@circleblack.com	5.9%

Key Contacts at CircleBlack

Aron Miodownik

Independent Board Director

Michael Gomulka

Director Of Sales

Jonathan Owens

Director Of Customer Success

Company overview

Headquarters	374 Congress street, Suite 203, Boston, MA 02110, US
Phone number	+18003151241
Website	circleblack.com
NAICS	52
SIC	628
Keywords	Fintech, Wealthtech, Investor Experience, Advisor Tech
Founded	2013
Employees	21-50
Socials

About CircleBlack

CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager

Entry

Director

Employees by Department

CircleBlack has 20 employees across 8 departments.

Departments

Number of employees

Funding Data

Explore CircleBlack's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2023-07-13	1	$8,300,000

Funding Insights

$8,300,000

Total funding amount

$8,300,000

Most recent funding amount

Number of funding rounds

CircleBlack Tech Stack

Discover the technologies and tools that power CircleBlack's digital infrastructure, from frameworks to analytics platforms.

Amazon SES

ClickCease

Security

Hotjar

Analytics

Zendesk

Documentation

jQuery Migrate

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Ads

Advertising

MariaDB

Databases

jQuery

JavaScript libraries

Google Ads

Advertising

Apple iCloud Mail

Webmail

PHP

Programming languages

Frequently asked questions

CircleBlack is located in Boston, Massachusetts, US.

You can reach CircleBlack at +18003151241.

CircleBlack was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

CircleBlack has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

CircleBlack has raised a total of $8,300,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.