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Caravel Concepts

Caravel Concepts Email Formats

Financial ServicesFlag of USMidlothian, Virginia, United States1-10 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.

FormatExamplePercentage
{first initial}{last name}
jdoe@caravelconcepts.com
66.7%
{first name}{last name}
johndoe@caravelconcepts.com
33.3%

Key Contact at Caravel Concepts

Flag of US

Sarah R. Tobey

Director of Client Experience

Company overview

HeadquartersMidlothian, Virginia, United States
Phone number+18046773301
Website
NAICS52
Keywords
Software Solutions, Goals Based Planning Tools, Asset Allocation Products And Services
Founded2019
Employees1-10
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
2022-06-0215$950,000
2022-06-023$950,000

Funding Insights

$1,900,000

Total funding amount

$950,000

Most recent funding amount

2

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

reCAPTCHA

Security

Amazon SES

Amazon SES

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Webflow

Webflow

Page builders

Google Analytics

Google Analytics

Analytics

FullStory

FullStory

Analytics

Google Workspace

Google Workspace

Email

Adobe Fonts

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.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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