CircleBlack
PrivateLast Round
Series B
Jun 13, 2023
Total Funding Raised
$8.2M
Momentum
Top 25%
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% | |
| Calibre Financial Technology | 82% | |
| SS&C Technologies Holdings Inc | 81% |
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
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about CircleBlack's valuation, stock price, and market status.
Is CircleBlack a public or private company?
CircleBlack is a private company.
What is the current stock price of CircleBlack?
CircleBlack is a private company with no public stock price. No recent secondary market data is available.
How much is CircleBlack worth (valuation)?
Valuation information for CircleBlack is not publicly available.
Can I buy CircleBlack stock?
CircleBlack shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was CircleBlack's last funding round?
CircleBlack's most recent funding round was Series B on June 13, 2023.
Who are the main investors in CircleBlack?
Key investors in CircleBlack include Long Arc Capital.
Will CircleBlack IPO soon?
No public IPO plans have been announced for CircleBlack.
How can I track CircleBlack secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor CircleBlack's secondary market activity and sign up for updates.