Caravel Concepts - aVenture Asset Manager Research
Location
Richmond, VA, US
Founded
2019
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.
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
Caravel Concepts
Operating Status: Operating
Caravel Concepts: A software firm providing tailored financial plans and investment strategies since 2019.
