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Carapace Financial Advisors

Carapace Financial Advisors Revenue

Financial ServicesFlag of USPluckemin, New Jersey, United States1-10 Employees

$

Carapace Financial Advisors revenue & valuation

Annual revenue$427,775
Revenue per employee$86,000
Estimated valuation?$1,400,000
Total fundingNo funding

Key Contact at Carapace Financial Advisors

Flag of US

William Mccarthy

Managing Director

Company overview

HeadquartersOne Pluckemin Way, Suite 203, Bedminster, NJ 07921, US
Phone number+19083758072
Website
NAICS52
SIC628
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
Founded2017
Employees1-10
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.

FormatExamplePercentage
{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

C-Suite

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.

jQuery CDN

jQuery CDN

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

GoDaddy

GoDaddy

Hosting

LiteSpeed

LiteSpeed

Web servers

Google Tag Manager

Google Tag Manager

Tag managers

HTTP/3

HTTP/3

Miscellaneous

core-js

core-js

JavaScript libraries

HubSpot

HubSpot

Marketing automation

Bootstrap

Bootstrap

UI frameworks

Google Analytics

Google Analytics

Analytics

Google Font API

Google Font API

Font scripts

Frequently asked questions

Carapace Financial Advisors is located in Pluckemin, New Jersey, US.
You can reach Carapace Financial Advisors at +19083758072.
Carapace Financial Advisors generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.
Carapace Financial Advisors has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Carapace Financial Advisors was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Carapace Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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