Total Funding
59
67
Total FundingVenture - Series Unknown raised
Growth Score
-31 pts
Heat Score
-3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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47370
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience.
Acquired by 
Long Arc Capital
About the Company
CircleBlack is a financial technology firm that provides wealth management solutions for a superior advisor experience. The firm delivers portfolio management and performance reporting, tightly integrated with their choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business.
