Curated Capital & Planning
Financial Services • 
Lewisville Township, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | Lewisville Township, North Carolina, United States |
| Phone number | +13362106420 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
Key Contact at Curated Capital & Planning
Anne Marie Webster
Owner
Curated Capital & Planning Email Formats
Curated Capital & Planning uses 1 email format. The most common is {first initial}{second initial} (e.g., jo@curatedcp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{second initial} | jo@curatedcp.com | 100% |
About Curated Capital & Planning
I’m an independent, fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ based in Lewisville, NC serving clients virtually across the country. I create comprehensive financial plans and manage investments for couples that want to work collaboratively with a trusted advisor.
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Curated Capital & Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Founder/Owner
Funding Data
Curated Capital & Planning has never raised funding before.
Netherlands
Switzerland
Germany
United Kingdom
BelgiumFrequently asked questions
Curated Capital & Planning is located in Lewisville Township, North Carolina, US.
You can reach Curated Capital & Planning at +13362106420.
Curated Capital & Planning was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Curated Capital & Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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