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Fremont, CA: CircleBlack, a cloud-based software system for financial advisers, has named Lincoln Ross CEO and President. Ross has also been appointed to the board of directors of the corporation.
Before joining CircleBlack, Ross was Chief of Business Operations at Envestnet, Inc., where he was in charge of strategic planning and transformation efforts. Ross intends to capitalize on the platform's momentum since its inception in 2014, fostering new alliances and extending capabilities. Over 20 direct data aggregation gateways, bi-directional connections with 11 best-in-class solutions, over 300 model marketplace portfolio options, and over 50 interoperable API-driven modules are currently available on the platform.
Ross oversaw numerous operational tasks at Envestnet, namely product management, operations, client experience, and communications. Ross joined Envestnet in 2011 when the business acquired FundQuest, a turnkey asset management platform with 15 billion dollars in assets under management, for which Ross served as CEO and President.
CircleBlack's previous CEO and President, Alex Sauickie, has left to pursue other interests. The CircleBlack Board of Directors thanks Mr. Sauickie for his efforts in establishing the firm and stepping in following the sudden death of CircleBlack's founder, John Michel, in 2020.
"I'm honored and excited to take on the CEO and President roles at CircleBlack," Ross said. "I've been fortunate to work in wealthtech since its infancy and believe that CircleBlack's modern API architecture represents the next generation of technology for financial advisors. I'm energized to join an incredibly talented team to continue building an industry leading company."