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
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