


Carapace Financial Advisors Revenue
Financial Services • Pluckemin, New Jersey, United States • 1-10 Employees
Carapace Financial Advisors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Carapace Financial Advisors
William Mccarthy
Managing Director
Company overview
| Headquarters | One Pluckemin Way, Suite 203, Bedminster, NJ 07921, US |
| Phone number | +19083758072 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Portfolio Risk Management, Insurance, Separately Managed Accounts, Private Funds, Market-Linked Notes, Tax-Efficient Solutions, Customized & Managed Strategies, Equity Options And Hedging Strategies, Relationship-Focused |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Carapace Financial Advisors Email Formats
Carapace Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@carapacefinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@carapacefinancial.com | 50% |
{first name}{last name} | johndoe@carapacefinancial.com | 50% |
About Carapace Financial Advisors
A carapace is the technical name for the shell that protects sea turtles from unforeseen danger and risks. Carapace Financial was established with a similar goal – to protect clients from unforeseen market risks through the use of customized options strategies. Carapace Financial is an “advisor-to-advisors” RIA that focuses solely on providing customized options and hedging solutions. With more than 100 years of collective Wall Street experience, the Carapace Financial team offers a wide range of investment strategies that seek to protect client wealth, supplement income and provide long-term growth. At Carapace, we understand that client needs can be complex, especially today. Our combination of focus and experience is what enables us to deliver solutions to advisor clients that reduce portfolio risk and enhance outcomes for their clients.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Carapace Financial Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Carapace Financial Advisors has never raised funding before.
Carapace Financial Advisors Tech Stack
Discover the technologies and tools that power Carapace Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Analytics
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Frequently asked questions
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