Long Arc Capital announces the appointment of Vikram Chugh as Chief Executive Officer of CircleBlack. Chugh transitions from his role as Chief Operating Officer of Robertson Stephens, bringing extensive experience in wealth management technology.
Who to call at CircleBlack, and when
A new leader at CircleBlack brings new priorities and often new vendors. The first weeks are when they listen.
An alert the day CircleBlack raises, hires an executive or expands, scored against what you sell
The decision-makers there, with verified emails
Who you already know at CircleBlack, from your own LinkedIn network
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Company Information
Company
CircleBlack
Location
333 Washington Street
Jersey City, New Jersey, United States
About
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time two-way connectivity to custodian and held away accounts along with a range of 3rd party CRM, planning, and risk tools.
Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment CircleBlack changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Jersey CityInformation Technology