CircleBlack
Kingston, US · Delaware corporation · 1 known investors
Find your way into CircleBlack
CircleBlack offers an Investor Experience application for financial advisors and their clients, providing an advisor-branded web and mobile interface to view portfolios, performance, and key documents. It is a wealth management technology product for advisory firms.
Founders & leadership
MB
Martin BeaulieuNamed on SEC filing
KN
Kipp NelsonNamed on SEC filing
RD
Ranu DaynalNamed on SEC filing
MD
Marc DupaquierNamed on SEC filing
WT
W. Tobin WhamondNamed on SEC filing
GB
Investors · 1
Reported raises · per SEC filings
Form D private placements$25.1M disclosed across 3 rounds · 2020–2023
▶$8.3MraisedJun 2023 · 1 investors · Other TechnologyRule 506(b)
▶$8.3MraisedJun 2023 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Lincoln RossExecutive Officer, Director
- Kipp NelsonDirector
- Gaurav BhandariDirector
- Susan MichelDirector
- W. Tobin WhamondDirector
- Ranu DayalDirector
- Aron MiodownikDirector
- Offering amount
- $8.3M
- Amount sold
- $8.3M
- First sale
- May 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$4.3MraisedDec 2021 · 6 investors · Other TechnologyRule 506(b)
▶$4.3MraisedDec 2021 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Chad CutcliffExecutive Officer
- Alex SauickieExecutive Officer
- Offering amount
- $5M
- Amount sold
- $4.3M
- First sale
- Oct 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$12.5MraisedJul 2020 · 7 investors · Other TechnologyRule 506(b)
▶$12.5MraisedJul 2020 · 7 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Martin BeaulieuDirector
- Kipp NelsonDirector
- Ranu DaynalDirector
- Marc DupaquierExecutive Officer
- W. Tobin WhamondDirector
- Gaurav BhandariDirector
- Offering amount
- $18.8M
- Amount sold
- $12.5M
- First sale
- Jun 2020
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlapCorporatefinanceinstitute77 shared keywordsCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.
Scripbox, Homepage46 shared keywordsScripbox is an online personal finance and investment management platform that helps individuals invest in mutual funds and plan their finances. It serves retail investors in India.
YCharts43 shared keywordsYCharts is a financial research and client engagement software company serving financial advisors, RIAs, asset managers, banks and trust companies, and individual investors. Its platform provides securities and economic data, portfolio construction and monitoring tools, proposal generation, risk assessment, an AI agent, and integrations with systems such as Orion, Redtail, Salesforce, and eMoney.
Companies competing with CircleBlack for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does CircleBlack do?
- CircleBlack offers an Investor Experience application for financial advisors and their clients, providing an advisor-branded web and mobile interface to view portfolios, performance, and key documents. It is a wealth management technology product for advisory firms.
- Who are CircleBlack's investors?
- CircleBlack's investors include Long Arc Capital.
- How much funding has CircleBlack raised?
- CircleBlack has disclosed $25.1M raised across 3 rounds.
- Where is CircleBlack headquartered?
- CircleBlack is headquartered in Kingston, US.