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ClientCircle

ClientCircle

Private
Des Moines, IowaEnterprise Softwarehttps://www.clientcircle.com/

Company Overview

ClientCircle operates in Enterprise Software and is based in Des Moines, Iowa. It was founded in 2012.

ClientCircle is an insurance technology company that provides a marketing automation and CRM platform for insurance agencies to manage customer relationships, retention, and growth.

Sector

Enterprise Software

Verticals

InsurTech, Marketing, CRM, Customer Experience, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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ClientCircle Comparables

Compare ClientCircle with similar companies based on industry and business-model similarity.

ClientCircle comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FMG Suite
85%
InsuredMine
83%
Roper Technologies, Inc.
78%
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ClientCircle Funding Rounds

Historical fundraising activity

Funding history

No completed funding rounds are published for ClientCircle. Book a demo to ask about coverage.

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Key People

Founding team and executive leadership

Carl Maerz

COO, Co-Founder

Founding Team

Torey Maerz

Founder and CEO

Founding Team

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ClientCircle Filings

Explore SEC and related filing metadata, where available.

ClientCircle filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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 ClientCircle's valuation, stock price, and market status.

Is ClientCircle a public or private company?

ClientCircle is a private company.

What is the current stock price of ClientCircle?

ClientCircle is a private company, so its shares have no public market price. Caplight tracks ClientCircle's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is ClientCircle worth (valuation)?

Valuation information for ClientCircle is not publicly available.

Can I buy ClientCircle stock?

ClientCircle shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was ClientCircle's last funding round?

Funding round information for ClientCircle is not publicly available.

Who are the main investors in ClientCircle?

Investor information for ClientCircle is not publicly disclosed.

Will ClientCircle IPO soon?

No public IPO plans have been announced for ClientCircle.

How can I track ClientCircle secondary market activity?

Caplight tracks bids, offers, and trades in ClientCircle's shares on secondary markets.

Firmographic Details

HeadquartersDes Moines, Iowa
Employee Range13
Year Founded2012
Last Funding—

Institutional Data Access

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