Company profile: CircleBlack
1.1 - Company Overview
Company description
- Provider of integrated wealth management solutions for advisors, delivering portfolio management and performance reporting with custodial feeds for a 360-degree view. Offers trading and rebalancing, billing, document vault, CRM and financial planning integrations, and a white-label client app and portal for access to financial data and documents.
Products and services
- Performance Reporting: Produces enterprise-grade reports on balance, exposure, holdings, and performance metrics, accessible via client portal and mobile app for transparent analytics across accounts
- Trading & Rebalancing: Architects custodian-integrated management of multiple model sleeves, supports electronic trading, and executes orders in real time with custodians for efficient portfolio alignment
- Wealth Management Platform: Delivers a modular suite combining performance reporting, trading and rebalancing, billing, and a document vault, integrated with technology and custodial feeds for a 360-degree business view
Key contacts
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Financial details
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1.2 - Competitors and similar companies to CircleBlack
Avid Ratings
HQ: United States
Website
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- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Sigma Systems
HQ: Brazil
Website
- Description: Provider of operational support systems enabling the creation, sale and delivery of digital products. Offers an enterprise-wide product and service catalog, configure price quote, order management, service provisioning and device management, deployable in the cloud or on-premise.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Sigma Systems company profile →
Assistant
HQ: United States
Website
- Description: Provider of a personal scheduling assistant that monitors your schedule, remembers availability and meetings, and prevents double bookings, transforming the process of scheduling meetings for both organizers and participants.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Baynet
HQ: United States
Website
- Description: Provider of real estate and MLS technology solutions, offering five service families: real estate websites, CRM platforms, marketing, IDX technology, and enterprise solutions, delivering agent and broker productivity solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Baynet company profile →
AscendX Cloud
HQ: United Kingdom
Website
- Description: Provider of acquisition and support services for Salesforce-native software companies addressing enterprise challenges through scalable solutions, offering assistance in product development, go-to-market strategies, security, compliance, data architecture, and operational scaling while enabling founders to continue leading.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full AscendX Cloud company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for CircleBlack
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to CircleBlack
2.2 - Growth funds investing in similar companies to CircleBlack
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4 - Top valuation comps for CircleBlack
4.2 - Public trading comparable groups for CircleBlack
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