Caravel Concepts, a Midlothian investment software startup aimed at portfolio managers and financial advisers, raised $950,000 in May, according to Securities and Exchange Commission filings, and its leadership is looking to refine the company's product before making a big launch early next year.
Chairman and CEO Michael Jones said the company’s software helps solidify the financial goals clients want to achieve over their lives.
“But then very different from any other existing planning tools…
