Caris Financial Holdings
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| NAICS | 52 |
| Founded | 2016 |
| Employees | 1-10 |
Key Contact at Caris Financial Holdings
Ashley Pickel
Vice President Operations
About Caris Financial Holdings
At Caris Financial Holdings, we aim to build financial service representatives into brokerage and small business owners by building a unique plan of action to scale their business to the next level. This includes: training, marketing, How to navigate taxes via our CPA, partnered lawyers to help set up business entities, etc.
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Caris Financial Holdings 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Funding Data
Caris Financial Holdings has never raised funding before.
United Kingdom
Frequently asked questions
Caris Financial Holdings is located in XX.
Caris Financial Holdings was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Caris Financial Holdings has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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