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Caravel Concepts
AddedFeb 18, 2024
UpdatedJun 18, 2026
Caravel Concepts

Caravel Concepts

Operating

Caravel Concepts: A software firm providing tailored financial plans and investment strategies since 2019.

Location
Richmond, VA, US
Founded
2019
Firm
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Fundraising
Employees
Website

Caravel Concepts is a software firm founded in 2019 and headquartered in Richmond, Virginia. The company specializes in providing tailored financial plans and investment strategies that align with clients' specific life goals and risk tolerance. Caravel Concepts leverages its proprietary CMPAS platform to unify and automate the planning and portfolio management process, offering a comprehensive solution for asset allocation and financial advisory.

The firm's key partners and decision-makers are experts in financial planning and software development, ensuring a robust integration of technology and investment strategy. Caravel Concepts stands out by offering unique value-add services through its CMPAS platform, which addresses the critical challenge of asset allocation with cost-effective and sophisticated tools. This innovative approach positions Caravel Concepts as a valuable partner for financial advisors seeking to optimize their clients' investment outcomes.

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Caravel Concepts - Classification

Also Known As
  • Caravel Concepts, LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 7 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services