Caravel Concepts
Financial Services, Aberdeen Landing Ln, Richmond, , 23113, Virginia, 11821, United States, 1-10 Employees
Who is CARAVEL CONCEPTS
Caravel Concepts is, at its heart, a group of colleagues that have become life long friends over the last 30 years through working together in the financial industry. It began in the earl...
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Headquarters: 11821 Aberdeen Landing Ln, Richmond, Virginia, 23113, United States
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Date Founded: 2019
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Employees: 1-10
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
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CEO:
Michael Jones
Email
Phone
Industry: Financial Services
SIC Code: 7372
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NAICS Code: 513210 |
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Frequently Asked Questions Regarding Caravel Concepts
Answer: Caravel Concepts's headquarters are located at Aberdeen Landing Ln, Richmond, , 23113, Virginia, 11821, United States
Answer: Caravel Concepts's official website is https://caravelconcepts.com
Answer: Caravel Concepts's revenue is $10 Million to $25 Million
Answer: Caravel Concepts's SIC: 7372
Answer: Caravel Concepts's NAICS: 513210
Answer: Caravel Concepts has 1-10 employees
Answer: Caravel Concepts is in Financial Services
Answer: Caravel Concepts contact info: Phone number: Website: https://caravelconcepts.com
Answer: Caravel Concepts is, at its heart, a group of colleagues that have become life long friends over the last 30 years through working together in the financial industry. It began in the early 2000s when core members of the Caravel team worked together in creating the mathematical assumptions and asset allocation modeling behind the Envision software, the first goals based financial planning system ever employed at a major financial firm, the predecessor to Wells Fargo Advisors. After their success at a major financial institution, they set out together to found RiverFront Investment Group, LLC which they grew into one of the most successful independent money managers on the East Coast. Our goal with Caravel Concepts is to create a disruption in the Asset Allocation and Planning community with our innovative new software, CMPAS.
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