Michael Jones
Chairman and CEO
Caravel Concepts, LLC
This startup develops financial asset allocation and planning software that utilizes mass customization techniques to create tailored investment strategies aligned with individual life goals. By enabling financial advisors to deliver personalized advice and implement strategies efficiently, the software enhances the investment process for clients seeking customized financial solutions.
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated 6 months ago
Funding
Raised to date
$950KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
Features
- This startup develops financial asset allocation and planning software that utilizes mass customization techniques to create tailored investment strategies aligned with individual life goals. By enabling financial advisors to deliver personalized advice and implement strategies efficiently, the software enhances the investment process for clients seeking customized financial solutions.