Circle3

What Circle3 does

Circle3 is a Miami-based strategic brokerage firm founded in 2024 that operates as a two-sided intermediary connecting established national brands with independently operated high-performance sales organizations across the United States. The company serves Fortune 500 and Fortune 1000 enterprises seeking outsourced sales infrastructure, with disclosed engagements spanning telecommunications (T-Mobile), smart home (Vivint), energy (NRG and a Fortune 500 energy provider), home services, financial services, technology, consumer electronics, and subscription services. Circle3 does not develop proprietary AI or software products; its operational stack consists of compliance monitoring, daily QA, and live performance reporting rather than core technology IP.

The company's core offering is built on a proprietary methodology branded 'Fundamental Placement,' which pairs brands with pre-vetted independent dealer organizations to execute face-to-face customer acquisition across B2B enterprise, B2C direct, retail in-store, and event marketing channels. A four-step engagement model — Discover, Deploy, Execute, Scale — operationalizes market audit, field team activation, compliance-monitored acquisition, and geographic expansion. Supporting capabilities include real-time performance analytics dashboards and a selective Dealer Partnership Program that systematically recruits and onboards independent sales organizations as the supply side of the marketplace.

Circle3 operates on a performance-based pricing model with zero upfront client costs, retaining approximately 40% of client payouts as brokerage fees while allocating 60% to field teams. Revenue mechanics are transaction-fee aligned with measurable customer outcomes rather than retainer or subscription. The company claims coverage across 50+ U.S. markets, a ~28-person organization, and leadership under CEO and Founder David Yegiyan with 20+ years of brokerage and direct-sales experience. No venture capital or institutional investment has been disclosed, and the company appears to be founder-controlled and bootstrapped.

Name

Circle3

Legal name

Circle3

Website

https://circle-miami.com

Company type

Private

Operating status

Operating

Short description

Circle3 is a Miami-based strategic brokerage founded in 2024 that connects Fortune-level brands with vetted independent sales organizations across 50+ U.S. markets, operating on a performance-based pricing model.

Ownership category

akta.pro rank

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Performance-Based Brokerage Fees: Circle3 operates on a performance-based model where they only profit when clients see results. The company allocates 60% of client payouts directly to their network of field teams, with the remaining portion retained as brokerage fees. This creates alignment between Circle3's success and client outcomes.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Circle3 is a Miami-based strategic brokerage that connects established enterprise brands with high-performance independent sales organizations across the United States. Through its proprietary Fundamental Placement methodology and Dealer Partnership Program, it deploys brands into nationwide retail networks with performance-aligned economics in which field teams retain 60% of revenue.

Product overview

Circle3 operates as a strategic brokerage firm offering a single unified service portfolio centered on Fundamental Placement—a proprietary methodology for connecting established brands with high-performance independent sales organizations. The core offering includes strategic brokerage and market expansion services, supported by a Dealer Partnership Program that provides sales organizations with Fortune 100 brand access and enterprise-grade infrastructure. Add-on capabilities include Performance Analytics (real-time reporting dashboards and ROI tracking) and Strategic Partnerships (access to vetted sales networks with ongoing performance monitoring). The company also documents its work through Case Studies showcasing results across retention, growth, retail, B2B, quality, digital, and events categories.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Brokerage & Market Expansion Service Core brokerage service that connects established enterprise brands with high-performance independent sales organizations across the United States, deploying brands into nationwide retail networks.
• Dealer Partnership Program Program that enables independent sales organizations to join Circle3's network and access premium brand partnerships with performance-aligned economics.

Quantifiable outcome

• Reduce customer churn by 34%
• +5 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core.

• VivintcoreChannel Partner/ Reseller/ DistributorCircle3 partners with Vivint, a leader in the smart home industry, to deliver seamless, compliant, and high-quality customer experiences. The partnership focuses on helping homeowners feel more connected, more in control, and more confident in the safety and convenience of their homes. Circle3 values Vivint's strong operational structure and leadership position.
• T-MobilecoreChannel Partner/ Reseller/ DistributorT-Mobile is identified as a major brand partner in the field sales industry. Circle3 facilitates partnerships between T-Mobile and independent sales organizations, providing proven ROI through higher conversion rates and stronger customer loyalty.
• NRGcoreChannel Partner/ Reseller/ DistributorNRG is mentioned as a major energy company that has invested in field sales operations. Circle3 helps facilitate NRG's partnerships with independent sales organizations to expand market presence.
• Fortune 100 / Fortune 500 Brands (General)coreChannel Partner/ Reseller/ DistributorCircle3's dealer partnership program provides access to nationally recognized and Fortune 100-aligned brands across multiple verticals. The program offers multi-industry access with diversified Fortune-aligned campaigns. Partner organizations gain access to enterprise-grade performance infrastructure and brand partnerships.
• Independent Sales Organizations (Dealer Partners)coreStrategic or Co-development PartnerCircle3 operates as a brokerage bridging the gap between national brands and independently operated sales teams. The company provides pre-vetted, high-performance sales organizations with immediate access to multiple states and markets. These dealer partners benefit from operational infrastructure, training, compliance frameworks, and enterprise brand campaign access.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• MarketStar: Large outsourced B2B and B2C sales and marketing services firm that connects brands with field teams. Closest comparable in business model — performance-driven sales execution for enterprise clients across multiple markets.
• Sales Partnerships: Builds and manages fractional outsourced sales teams for B2B and B2C clients. Highly comparable brokerage-style service where Circle3 positions its dealer network against.
• Cydcor: Outsourced sales and marketing company that recruits, trains, and manages independent sales representatives for brand campaigns. Directly comparable dealer-network model to Circle3's Fundamental Placement.
• Smart Circle: Operates a national independent-dealer network running in-store and event-based sales for major brands. Same two-sided marketplace (brands + independent dealers) and face-to-face acquisition model.
• Acquirent: B2B outsourced sales company that recruits, trains, and manages field sales teams on behalf of technology and enterprise brands. Comparable in serving Fortune-level clients with outsourced sales infrastructure.
• Vector Marketing: Independent-rep-based direct sales organization (Cutco knives) using a dealer network to deliver face-to-face demonstrations and customer acquisition. Same independent-rep-driven face-to-face sales model.
• AppCo: Independent contractor sales and marketing network running in-store demonstrations and brand activations for major advertisers. Directly comparable dealer-driven field marketing model.

Broad incumbents

• Advantage Solutions: Large publicly held sales and marketing agency providing outsourced retail, field, and shopper marketing to CPG and retail brands. Broader portfolio and far larger scale than Circle3, but overlapping capability set.
• CROSSMARK: National in-store sales, merchandising, and marketing services company serving major consumer brands. Established incumbent in the same field-marketing space Circle3 occupies.
• Concentrix: Global customer experience and sales outsourcing company with significant B2B/B2C sales-execution capabilities for Fortune clients. Broader and much larger, but competes for the same outsourced-sales wallet.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Circle3