Caravel Concepts Email Formats

Financial Services • Midlothian, Virginia, United States • 1-10 Employees

Caravel Concepts Email Formats

Caravel Concepts uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@caravelconcepts.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@caravelconcepts.com	66.7%
{first name}{last name}	johndoe@caravelconcepts.com	33.3%

Key Contact at Caravel Concepts

Sarah R. Tobey

Director of Client Experience

Company overview

Headquarters	Midlothian, Virginia, United States
Phone number	+18046773301
Website	caravelconcepts.com
NAICS	52
Keywords	Software Solutions, Goals Based Planning Tools, Asset Allocation Products And Services
Founded	2019
Employees	1-10
Socials

About 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 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Explore Caravel Concepts's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2022-06-02	15	$950,000
2022-06-02	3	$950,000

Funding Insights

$1,900,000

Total funding amount

$950,000

Most recent funding amount

Number of funding rounds

Caravel Concepts Tech Stack

Discover the technologies and tools that power Caravel Concepts's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Amazon SES

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

HSTS

Security

Webflow

Page builders

Google Analytics

Analytics

FullStory

Analytics

Google Workspace

Adobe Fonts

Font scripts

Frequently asked questions

Caravel Concepts is located in Midlothian, Virginia, US.

You can reach Caravel Concepts at +18046773301.

Caravel Concepts was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Caravel Concepts has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Caravel Concepts has raised a total of $1,900,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Caravel Concepts

Sarah R. Tobey

Director of Client Experience

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