We have data on 24 companies that use Circleblack. The companies using Circleblack are most often found in United States and in the Financial Services industry. Circleblack is most often used by companies with 10-50 employees and 1M-10M dollars in revenue. Our data for Circleblack usage goes back as far as 1 years and 11 months.
| Company | CircleBlack |
| Website | circleblack.com |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 10-50 |
| Company | Financial Services Institute |
| Website | financialservices.org |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 10-50 |
| Company | WealthManagement |
| Website | wealthmanagement.com |
| Country | United States |
| Revenue | 200M-1000M |
| Company Size | 1000-5000 |
| Company | Financial Gravity |
| Website | financialgravity.com |
| Country | United States |
| Revenue | 1M-10M |
| Company Size | 10-50 |
| Company | TieTalent |
| Website | tietalent.com |
| Country | Switzerland |
| Revenue | 1M-10M |
| Company Size | 10-50 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| CircleBlack | circleblack.com | United States | 10M-50M | 10-50 |
| Financial Services Institute | financialservices.org | United States | 10M-50M | 10-50 |
| WealthManagement | wealthmanagement.com | United States | 200M-1000M | 1000-5000 |
| Financial Gravity | financialgravity.com | United States | 1M-10M | 10-50 |
| TieTalent | tietalent.com | Switzerland | 1M-10M | 10-50 |
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Financial Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Financial Management category, Circleblack has a market share of about 0.1%. Other major and competing products in this category include:
Circleblack is an all-in-one wealth management platform built for the relationship-focused advisors and businesses. Its core capabilities includes performance reporting, trading and rebalancing, billing, document vault and more.
Looking at Circleblack customers by industry, we find that Financial Services (50%) and Information Technology and Services (9%) are the largest segments.
81% of Circleblack customers are in United States and 6% are in India.
Of all the customers that are using Circleblack, a majority (72%) are small (<50 employees), 5% are large (>1000 employees) and 6% are medium-sized.
Of all the customers that are using Circleblack, a majority (71%) are small (<$50M), 6% are large (>$1000M) and 0% are medium-sized.