Circle Internet Group Management
Management criteria checks 3/4
Circle Internet Group's CEO is Jeremy Allaire, appointed in Aug 2013, has a tenure of 12.75 years. total yearly compensation is $16.26M, comprised of 5.5% salary and 94.5% bonuses, including company stock and options. directly owns 6.65% of the company’s shares, worth $1.88B. The average tenure of the management team and the board of directors is 2.8 years and 4.6 years respectively.
Key information
Jeremy Allaire
Chief executive officer
US$16.3m
Total compensation
| CEO salary percentage | 5.53% |
| CEO tenure | 12.8yrs |
| CEO ownership | 6.6% |
| Management average tenure | 2.8yrs |
| Board average tenure | 4.6yrs |
Recent management updates
Recent updates
Circle Internet Group, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Investors in Circle Internet Group, Inc. ( NYSE:CRCL ) had a good week, as its shares rose 3.9% to close at US$127...Circle Q1: Good, But Not Enough To Buy (Rating Upgrade)
Summary Circle is upgraded from sell to hold after Q1 results, reflecting a reassessment of valuation and business model resilience. Q1 delivered mixed results: earnings beat expectations but revenue missed, with USDC circulation growth decelerating from 72% YoY to 28% YoY. RLDC margin rose 41%, and ARC Token fundraising signals potential for CRCL to diversify beyond interest rate spreads and stablecoin commoditization. With a revised fair value of $132 versus a $125 share price, the 5.6% upside is insufficient for a buy, justifying a hold rating. Read the full article on Seeking Alpha
Circle Internet Group (CRCL): The Programmable Dollar Powerhouse – Post-IPO Momentum and Stablecoin Dominance.
Circle Internet Group is currently defining the "Public Fintech 2.0" era, serving as the bridge between traditional finance and blockchain liquidity. Trading at $111.97 as of the March 9, 2026 close, the stock surged nearly 10% today following a breakout past its 50-day moving average.
Circle Internet Group: From Crypto Proxy to Rate-Sensitive Financial Infrastructure
The market’s perception of Circle has shifted faster than its business itself. For much of the past year, CRCL traded like a speculative crypto equity, moving largely with sentiment rather than fundamentals.
Circle: Powering the Digital Dollar
$62.3B in circulationCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$14m |
| Dec 31 2025 | US$16m | US$900k | -US$70m |
| Sep 30 2025 | n/a | n/a | -US$265m |
| Jun 30 2025 | n/a | n/a | -US$480m |
| Mar 31 2025 | n/a | n/a | US$19m |
| Dec 31 2024 | US$12m | US$900k | US$19m |
| Dec 31 2023 | US$10m | US$850k | US$49m |
| Dec 31 2022 | US$10m | US$850k | -US$762m |
Compensation vs Market: Jeremy's total compensation ($USD16.26M) is about average for companies of similar size in the US market ($USD14.79M).
Compensation vs Earnings: Jeremy's compensation has increased whilst the company is unprofitable.
CEO
Jeremy Allaire (53 yo)
Mr. Jeremy D. Allaire is Chairman & CEO of Circle Internet Group, Inc. from August 2013. He is the Founder of Circle Internet Group, Inc. since August 2013. Mr. Allaire is Co-Founder of Circle Internet Fin...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 12.8yrs | US$16.26m | 6.65% $ 1.9b | |
| President & Chief Legal Officer | 2.8yrs | US$9.36m | 0.22% $ 63.1m | |
| Chief Financial Officer | 5yrs | US$7.77m | 0.016% $ 4.5m | |
| Chief Product & Technology Officer | 1.3yrs | US$7.88m | 0.21% $ 60.7m | |
| Chief Commercial Officer | no data | US$20.80m | 0.18% $ 51.3m | |
| Chief Strategy Officer and Head of Global Policy & Operations | no data | no data | no data | |
| Chief Accounting Officer | no data | no data | no data | |
| Chief Compliance & Risk Officer | no data | no data | no data | |
| Senior Vice President of Marketing | no data | no data | no data | |
| Chief People Officer | no data | no data | no data | |
| Chief Strategic Engagement Officer | 1.3yrs | US$5.18m | 0% $ 0 | |
| Chief Technology & AI Officer | no data | no data | no data |
Experienced Management: CRCL's management team is considered experienced (2.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 12.8yrs | US$16.26m | 6.65% $ 1.9b | |
| Independent Director | 1.7yrs | US$348.49k | 0.010% $ 2.9m | |
| Independent Director | 12.4yrs | US$329.99k | 0.13% $ 37.6m | |
| Independent Director | less than a year | US$447.47k | no data | |
| Independent Lead Director | 12.6yrs | US$390.99k | 0.061% $ 17.4m | |
| Independent Director | 2.9yrs | US$346.99k | 0.0099% $ 2.8m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 10yrs | US$329.99k | 1.02% $ 290.4m | |
| Independent Director | 4.6yrs | US$351.49k | 0.0091% $ 2.6m |
Experienced Board: CRCL's board of directors are considered experienced (4.6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/18 08:35 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Circle Internet Group, Inc. is covered by 30 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brooksley Kang | Aletheia Analyst Network Limited |
| David Koning | Baird |
| Robert Bamberger | Baird |