Caravel Concepts
Financial Software · Virginia, United States · 51-200 Employees
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Overview
Headquarters
11821 Aberdeen Landing Ln, Midlothian, V...Website
www.caravelconcepts.comRevenue
$16.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Caravel Concepts
Founded in 2019, the Caravel Concepts software suite was developed by financial professionals with more than three decades of experience and incorporates continuous guidance and feedback from our partner financial advisors. Using cutting edge technology and mass customization concepts, Caravel software systems give advisors the ability to: 1) Customize investment strategies for each individual client, using technology that scales across large advisory practices; 2) Optimize the strategy at the account level, with the 529 optimized for education goals, the IRA for retirement, etc.; 3) Minimize capital gains with analytics that ensure the benefits of trading an account exceed potential tax consequences; and, 4) Control the key assumptions (CMAs) within the analytical process, aligning the assumptions with their firm's investment philosophy and process. Caravel's planning and portfolio construction tools seamlessly implement the investment philosophy and processes of our partner firms, alRead more
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Caravel Concepts financials insights
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2022
Other Financing Round
$950K
Caravel Concepts Tech Stack
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Frequently Asked Questions Regarding Caravel Concepts
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Founded in 2019, the Caravel Concepts software suite was developed by financial professionals with more than three decades of experience and incorporates continuous guidance and feedback from our partner financial advisors. Using cutting edge technology and mass customization concepts, Caravel software systems give advisors the ability to: 1) Custo... Read More
