Our Company
CircleBlack, Inc. was founded in 2014 to deliver innovative technology to a new generation of financial advisors and institutions as well as their clients. Our software tools uniquely fill an important gap in the marketplace by combining data integration and aggregation with ease of use and implementation. Building on the success of our initial product for independent and breakaway RIAs, we also offer solutions for Custodians, Aggregator/TAMPs, and other financial institutions. To support our continued growth, we are focused on deepening our integrations with industry partners and expanding the core functionalities of our products.
CircleBlack’s seasoned management team is led by Alex Sauickie, Chief Executive Officer and President. The company is privately held and is headquartered in New Jersey.
“CircleBlack is now firmly on the path to becoming the primary operating system and a preeminent interface for the wealth management industry.”
Tobin Whamond, Long Arc Capital
Our Leadership Team
Alex Sauickie
President & CEO
Alex is a veteran enterprise software executive with a track record of building high-growth FinTech companies in the SaaS space. He is known for assembling award-winning teams that drive stakeholder value and market success.
Chad Cutcliff
Chief Financial Officer
As CFO for CircleBlack, Chad is responsible for all aspects of finance, HR, legal, treasury, and facilities functions. He is an experienced finance professional and CPA with over 25 years in the technology and financial services industries.
Michael Pass
Chief Technology Officer
Michael oversees all aspects of our technological vision as well as the resources dedicated to implementing that technology to ensure that vision aligns with our business goals and that of our clients. Previously, he was CTO at Refintiv owned Scivantage.
Sarah Rasmuss
Chief Product Officer
Sarah has extensive financial services experience in fintech, wealth management, RIA, and BD. Sarah leads CircleBlack’s product management and marketing, to deliver on the product vision. Previously, she was SVP of Product Development at Envestnet/Tamarac.
Chris Fagan
SVP Global Operations
Chris is responsible for all company operations including data & systems operations, client services & support, and QA. He has over 20 years of FinTech experience and prior to CircleBlack, he was SVP, Technology Operations at Refinitiv owned Scivantage.
Ken O’Brien
SVP Global Head of Sales
Ken has over 25 years of experience in creating and executing impactful sales strategies. At CircleBlack, he leads our domestic and international sales team, driving growth by forming deep relationships with the RIA community and technology partners.
Carlos Simões
SVP Strategic Partnerships
Carlos oversees Strategic Partnerships for CircleBlack, drawing on his deep experience in managing and implementing large-scale, enterprise-wide IT infrastructures at firms like UBS Financial Services, Deutsche Bank, Bankers Trust, and CitiBank.
Alex Sauickie
President & CEO
Alex is a veteran enterprise software executive with a track record of building high-growth FinTech companies in the SaaS space. He is known for assembling award-winning teams that drive stakeholder value and market success.
Chad Cutcliff
Chief Financial Officer
As CFO for CircleBlack, Chad is responsible for all aspects of finance, HR, legal, treasury, and facilities functions. He is an experienced finance professional and CPA with over 25 years in the technology and financial services industries.
Michael Pass
Chief Technology Officer
Michael oversees all aspects of our technological vision as well as the resources dedicated to implementing that technology to ensure that vision aligns with our business goals and that of our clients. Previously, he was CTO at Refintiv owned Scivantage.
Sarah Rasmuss
Chief Product Officer
Sarah has extensive financial services experience in fintech, wealth management, RIA, and BD. Sarah leads CircleBlack’s product management and marketing, to deliver on the product vision. Previously, she was SVP of Product Development at Envestnet/Tamarac.
Chris Fagan
SVP Global Operations
Chris is responsible for all company operations including data & systems operations, client services & support, and QA. He has over 20 years of FinTech experience and prior to CircleBlack, he was SVP, Technology Operations at Refinitiv owned Scivantage.
Ken O’Brien
SVP Global Head of Sales
Ken has over 25 years of experience in creating and executing impactful sales strategies. At CircleBlack, he leads our domestic and international sales team, driving growth by forming deep relationships with the RIA community and technology partners.
Carlos Simões
SVP Strategic Partnerships
Carlos oversees Strategic Partnerships for CircleBlack, drawing on his deep experience in managing and implementing large-scale, enterprise-wide IT infrastructures at firms like UBS Financial Services, Deutsche Bank, Bankers Trust, and CitiBank.
Our Board of Directors
Gaurav Bhandari
Chairman of the Board
Managing Partner of Long Arc Capital and former Managing Director at Goldman Sachs
Martin Beaulieu
Board Member
Former Chairman and CEO of Artivest and former Managing Director at BlackRock
Ranu Dayal
Board Member, Audit Cmtte., Comp. Cmte.
Partner of Long Arc Capital and former Senior Partner and Managing Director at Boston Consulting Group
Marc Dupaquier
Board Member
Co-founder and Managing Director of Cartesiam.ai, Managing Partner of Nova Routes and former GM and Chief Marketing Officer at IBM
Susan Michel
Board Member
CEO of Glen Eagle Advisors and former Financial Advisor at The Investment Center
Aron Miodownik
Board Member, Audit Cmte., Comp. Cmte.
Co-founder and Managing Director of Cambrian Consulting and Board Member of Canalyst and Vestwell
W. Tobin Whamond
Board Member, Audit Cmtte., Comp. Cmte.
Partner of Long Arc Capital, former Managing Director at Goldman Sachs and former EVP, CFO and COO of HCC Insurance Holdings