CircleBlack
PrivateLast Round
Series B
Jun 13, 2023
Total Funding Raised
$8.2M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
CircleBlack operates in FinTech and is based in Boston, Massachusetts. Its latest recorded funding round was a Series B round in June 2023.
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, CRM, Data Integration, Compliance, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
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% |
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CircleBlack Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jun 13, 2023 | ||||
| Buyout/LBO | Jun 1, 2020 |
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Key People
Founding team and executive leadership
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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.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks CircleBlack's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in CircleBlack's shares on secondary markets.