Key facts
- Notable investors include John Michel, Long Arc Capital, Susan Michel.
- Status: Privately Held (backing).
Leadership
- Rob BaxterChief Technology Officer
Investors
3- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for CircleBlack
- ·The full record, as it builds
Funding rounds
No funding rounds for CircleBlack are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About CircleBlack
Developer of a wealth management platform designed to fill the gap in the marketplace by combining data integration and aggregation with ease of use and implementation. The company's platform uses multiple aggregators to combine feeds from custodians, direct holdings and clients' held-away accounts, offering advisors the ability to generate daily performance reports, basic billing, access to clients' 401k investment choices and rebalancing.
- Sector
- Information Technology
- HQ
- Boston, MA, United States
- Employees
- 37
- Website
- circleblack.com/
- Ownership
- Privately Held (backing)
CircleBlack doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in CircleBlack shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on CircleBlack in its N-PORT filings yet. We sweep new filings monthly.