Carve Advisors &Partners Revenue

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Carve Advisors &Partners revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Carve Advisors &Partners

Jacque Baxley

Director/Client Experience

Company overview

Headquarters	6100 Fairview Rd, Charlotte, North Carolina 28210, US
Website	carveadvisors.com
NAICS	52
Founded	2025
Employees	1-10

Carve Advisors &Partners Email Formats

Carve Advisors &Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@carveadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@carveadvisors.com	100%

About Carve Advisors &Partners

Precision. Partnership. Purpose. We combine the personal attention of a boutique practice with the strength of industry-leading partnerships. Through &Partners and Fidelity Investments, we provide independent wealth management focused on disciplined strategy and customized solutions. Our select client base, fewer than 150 households, allows us to maintain our high-touch service model. The name “Carve” reflects our approach to creating individual paths for clients, similar to finding your own line through fresh snow – thoughtful, precise, and personal. Our approach is guided by principles that go beyond traditional financial advisory. Visit https://www.carveadvisors.com/ to learn more. -- Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Carve Advisors &Partners has never raised funding before.

Frequently asked questions

Carve Advisors &Partners is located in Charlotte, North Carolina, US.

Carve Advisors &Partners generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Carve Advisors &Partners has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Carve Advisors &Partners was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Carve Advisors &Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Carve Advisors &Partners

Jacque Baxley

Director/Client Experience

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