Carte Financial Group Revenue
Financial Services • 
Mississauga, Ontario, Canada • 101-200 Employees
Carte Financial Group revenue & valuation
| Annual revenue | $10,200,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,600,000 |
| Total funding | No funding |
Key Contacts at Carte Financial Group
Jay Morrow
National Sales Director
Guillermo Asseff-Caiat
Director Of Business Development
Company overview
| Headquarters | 2680 Skymark Ave, Suite 1000, Mississauga, Ontario L4W 5L6, CA |
| Phone number | +19058917171 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Financial Advisor, Cash Flow Management, Financial Planner, Financial Planning, Tax Planning Management, Estate Planning Management, Investment Planning Management |
| Founded | 2007 |
| Employees | 101-200 |
| Socials |
Carte Financial Group Email Formats
Carte Financial Group uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@cartewm.com), used 82% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@cartewm.com | 82% |
{first initial}.{last name} | j.doe@cartewm.com | 16% |
{first initial}{second initial}{last name} | jodoe@cartewm.com | 2% |
About Carte Financial Group
Carte Financial is one of the firms with the highest IE rating in Investment Executive’s Dealers’ Report Card in each of the past five years. Carte Financial has bolstered its place as one of Canada’s leading financial services companies and the #1 choice for independent advisors in technology, experience, and freedom. Started in 2007 by Kirk Purai - Founder and CEO, Carte offers unmatched support to financial advisors by providing best-in-class tools, technology, marketing, and compliance; empowering them with the edge to provide the best service to their clients, reducing their administrative workload, and helping them grow & scale their business. Led by Maria Jose Flores – President and CCO, Carte Wealth Management empowers advisors with access to a wide choice of financial products including various investment products from numerous carriers, giving them the ability to offer the best solutions to meet their clients’ needs. The company has an unwavering commitment to setting the industry standards in supporting independent advisors and delivering the ultimate advisor experience of true independence, choice, technology, and scale backed by the strength and the stability of an industry leader. Carte is truly the home of independent advisors where they can thrive and take their business to the next level. Reach out to Carte today to see how you can be part of a winning team."Investment Executive"
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Carte Financial Group has 65 employees across 5 departments.
Departments
Number of employees
Funding Data
Carte Financial Group has never raised funding before.
Carte Financial Group Tech Stack
Discover the technologies and tools that power Carte Financial Group's digital infrastructure, from frameworks to analytics platforms.
Security
Analytics
JavaScript libraries
JavaScript libraries
Maps
Page builders
JavaScript libraries
Web servers
Font scripts
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WordPress plugins
Programming languages
Italy
United States
Sweden
Germany
United Kingdom
Frequently asked questions
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