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 Lincoln Ross, 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
Lincoln Ross
President & CEO
Lincoln is a veteran wealthtech executive working in the industry since its inception. Prior to CircleBlack, he served as Chief of Business Operations for Envestnet, Inc., leading strategic planning and transformation initiatives.
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.
Lincoln Ross
President & CEO
Lincoln is a veteran wealthtech executive working in the industry since its inception. Prior to CircleBlack, he served as Chief of Business Operations for Envestnet, Inc., leading strategic planning and transformation initiatives.
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.
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
Advisor to CircleBlack
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
Susan Michel
Board Member
CEO and Founder 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
Kipp Nelson
Board Member
Partner and President of Long Arc Capital and prior Partner at Goldman Sachs, Co-Head of the European Derivatives Business.
Lincoln Ross
Board Member
President and CEO of CircleBlack, Former Chief of Business Operations at Envestnet, Inc.
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