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.