About Carofin
Carofin is a Financial Services company based in Brevard (United States) founded in 1995. Full-service investment banking is provided by Carofin. Carofin has raised $2.19 million across 3 funding rounds. Its chief executive, as recorded, is Bruce Roberts. Carofin offers products and services including Private Placements and EB-5 Investments. Its focus areas include Investment Industry, Investment Banks and IBs. Its legal entity is Carofin, LLC.
Company details
Carofin full service investment bank through investment industry, investment banks, and ibs. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Brevard, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website carofin.com
- Social LinkedIn X
- Legal Name Carofin, Llc
- Total Equity Funding$2.19M (USD)
in 3 rounds
- Latest Funding Round$2.19M (USD), Series A
Jan 2021
Products & Services of Carofin
Carofin offers a comprehensive portfolio of products and services, including Private Placements and EB-5 Investments.
Private placements are provided for alternative investments in areas such as real estate and equity transactions to enhance portfolio diversification.
EB-5 investments are offered as USCIS-compliant options for foreign nationals seeking conditional permanent residency through targeted investment opportunities.
Funding Insights of Carofin
Carofin has successfully raised a total of $2.19M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $2.19 million completed in January 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.19M
- Total Rounds 3
- Last Round Series A — $2.19M
- First Round $60,000
(Jun 2010)
All 3 funding rounds of Carofin with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2021 | $2.19M | Series A | – | – | – |
| Sep 2011 | $20,000 | Unspecified | – | – | – |
| Jun 2010 | $60,000 | Unspecified | – | – | – |
People of Carofin
9 people are tracked at Carofin (9 in leadership).
| Name | Role | Group |
|---|---|---|
Thomas Saykaly | Managing Director & Investment Banking | Leadership |
John T Gramling | Managing Director | Leadership |
Bruce Roberts | CEO & President | Leadership |
Peter Milhaupt | Chairman | Leadership |
Garrick Ruiz | Managing Director & Investment Banking | Leadership |
Craig Gilmore | Chief Operating Officer & CTO | Leadership |
Kristen Dawson | Managing Director | Leadership |
Steve Clifford | Managing Director | Leadership |
Bruce B. Smith | VP - Investor Development | Leadership |
Complete people profiles for Carofin
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Carofin
3 dated milestones of Carofin across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Carofin is founded.
- Funding First funding round of $60K.
- Funding Latest funding round, Series A, of $2.2M.
Web traffic of Carofin
The website of Carofin (carofin.com) receives about 7K visits a month.
- Monthly visits7K
▲ 13.7% vs previous month
Websites whose visitors overlap most with Carofin. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
dunningcapital.com | dunningcapital.com | 100% | – | ||
| laddercapital.com | 100% | 5.2K | #3,509,498 | View details | |
content.rwbaird.com | content.rwbaird.com | 95% | – | ||
leveragedloan.com | leveragedloan.com | 95% | – | ||
| vcaonline.com | 95% | 3.6K | #5,841,329 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Carofin
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment Banks
3 companies that operate in the same segment as Carofin (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Carofin
Carofin was founded in 1995 and raised its 1st funding round 15 years after it was founded.
Carofin is headquartered in Brevard, United States. It is registered at Brevard, North Carolina, United States.
Bruce Roberts is the CEO of Carofin, as recorded in our data.
Carofin is a funded company, having raised a total of $2.19M across 3 funding rounds to date. The company's 1st funding round was a Unspecified of $60K, raised on Jun 2010.
Carofin full service investment bank through investment industry, investment banks, and ibs. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Carofin offers Private Placements and EB-5 Investments.
Carofin operates through Carofin, Llc.