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Caravel Concepts Logo
Caravel Concepts Growth Score
67
CB Rank
158578
Heat Score
42
Caravel Concepts offers financial plan and investment strategy customized to their specific life goals and tolerance for risk.
Founded
obfuscation
PrivateSeed Richmond, Virginia, United States1-10 www.caravelconcepts.com/
Finance
Financial Services
FinTech
Overview

Caravel Concepts
Total Funding
obfuscation
Growth Score
67
Heat Score
42

Total Funding
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Seed raised
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Growth Score67
-3 pts
in past quarter
Heat Score 42
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Caravel Concepts

CB Rank
158578
Caravel Concepts offers financial plan and investment strategy customized to their specific life goals and tolerance for risk.
Founded
obfuscation
PrivateSeed Richmond, Virginia, United States1-10 www.caravelconcepts.com/
Finance
Financial Services
FinTech

Funding Rounds

Seed
OBF
in
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Key People

Details

Legal Name Caravel Concepts, LLC
Operating Status Active
Company Type For Profit
Founders  Michael Jones
About the Company
Caravel Concepts offers financial plans and investment strategies customized to their specific life goals and tolerance for risk. The company was founded in 2019 and is headquartered in Richmond, Virginia.
Phone Number 804-677-3301
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

CMPAS: Planning
A financial planning tool that creates customized investment strategies for each client’s specific life goals and risk tolerance.
CMPAS: Portfolio
A portfolio construction tool that analyzes and optimizes client portfolios using existing asset allocation models and broad asset class support.

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  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 1
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Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News

News and Press

News•Jul 13, 2022
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News•May 20, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

240
293.44%
 in past month

IT Spend

$4.2MThis year, Caravel Concepts is projected to spend $4.2M on IT, according to Aberdeen.

Active Website Tech Count

35Caravel Concepts is actively using 35 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Caravel Concepts's headquarters? Caravel Concepts is located in Richmond, Virginia, United States.When was the last funding round for Caravel Concepts? Caravel Concepts closed its last funding round on
obfuscation
from a Seed round.Who are Caravel Concepts's competitors? Alternatives and possible competitors to Caravel Concepts may include Envestnet, Addepar, and  Asset-Map.How much funding has Caravel Concepts raised to date? Caravel Concepts has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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