CircleBlack, Inc. was founded in 2014 to deliver innovative technology to a new generation of financial advisors and institutions as well as to their clients. The software platform uniquely fills an important gap in the marketplace by combining data integration and aggregation with ease of use and implementation. Building on the success of its initial product for independent and breakaway RIAs, the company also offers solutions for Custodians, Aggregator/TAMPs, and other financial institutions. 

To support its continued growth, it is focused on deepening the integrations with industry partners and expanding the core functionalities of its products. The company is headquartered in New Jersey.