Circleblack
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools. Over 100 advisory firms and advisors leverage CircleBlack technology to deliver prosperity to families and communities.
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Verified contacts
30
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
2
across 1 depts
Distinct roles
20
indexed titles
Tech stack
3
tools in use
Monthly traffic
327
organic / mo
Hiring · 2 open positions across 1 departments
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- DM
Danny M.
Director of Technical Operations · Operations
EmailPhone - JO
Jonathan Owens
Director of Customer Success · Customer/Client Service
EmailPhone - MG
Michael Gomulka
Director of Sales · Sales & Business Development
EmailPhone - AM
Aron Miodownik
Independent Board Director · General Business & Management
EmailPhone - DK
Dan Kutner
Executive Vice President of Sales · Sales & Business Development
EmailPhone - DT
Drew Teter
Lead Software Developer · Information Technology
EmailPhone - JB
Jeremy Bernstein
Lead Ux Ui Designer · Information Technology
EmailPhone - AW
Abigail Wilson
Junior Software Developer · Information Technology
EmailPhone - RJ
Rhea Jagasia Abrol
Customer Success Manager · Customer/Client Service
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Circleblack
20 distinct titles indexed · top 10 shown.
- 2customer success manager
- 2software engineer
- 1director of customer success
- 1director of sales
- 1director of technical operations
- 1executive vice president of sales
- 1independent board director
- 1junior software developer
- 1lead data analyst
- 1lead software developer
- +10more titles
Sign up to unlock all 30 contacts at Circleblack
Free for 7 days · 50 credits · no card · only pay for verified records.
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