What is Preferred Return (Acquired by Carta)'s NAICS code?

Preferred Return (Acquired by Carta)'s NAICS code is 52 (Finance and Insurance).

Insights

Valuation Speed Preferred Return positions itself as a tech-enabled valuation service delivering audit-proof valuations in four days, highlighting efficiency and accuracy. Sales opportunity: offer scalable, rapid valuation capabilities to potential enterprise clients seeking faster turnaround without compromising compliance.

Finance Experts With an all-star team of seasoned finance professionals and product thinkers, the company emphasizes expertise combined with technology. Sales opportunity: pitch premium advisory and customized valuation solutions to mid-market and growth-stage companies needing sophisticated financial insights.

Tech Driven The tech stack and process automation focus suggests strong potential for integration into clients' tech ecosystems. Sales opportunity: propose API access, automated workflows, and seamless data integration with existing financial platforms to drive efficiency gains.

Diverse Clientele A broad portfolio across crypto, fintech, consumer brands, and startups indicates versatility and cross-sector appeal. Sales opportunity: target verticals with high valuation needs such as crypto projects, consumer brands seeking rapid fundraising, and tech-led enterprises exploring M&A readiness.

Acquisition Footnote Recent acquisition by Carta hints at strategic alignment with cap table management and equity services. Sales opportunity: align valuation offerings with Carta’s ecosystem, exploring bundled services for portfolio companies and venture-backed clients seeking integrated financial tooling.

Preferred Return (Acquired by Carta) Tech Stack

Preferred Return (Acquired by Carta) uses 8 technology products and services including Ghost, RequireJS, HubSpot, and more. Explore Preferred Return (Acquired by Carta)'s tech stack below.

Ghost

Content Management System

RequireJS

Javascript Frameworks

HubSpot

Marketing Automation

Stripe

Payment Processing

Node.js

Programming Languages

Lua

Programming Languages

Ruby

Programming Languages

reCAPTCHA

Security

Preferred Return (Acquired by Carta) Email Formats	Example	Percentage
Last@preferredreturn.com	Doe@preferredreturn.com	67%
First@preferredreturn.com	John@preferredreturn.com	33%

Preferred Return (Acquired by Carta) Email Formats

Example

Percentage

Last@preferredreturn.com

Doe@preferredreturn.com

67%

First@preferredreturn.com

John@preferredreturn.com

33%

Frequently Asked Questions

What is Preferred Return (Acquired by Carta)'s phone number?

You can contact Preferred Return (Acquired by Carta)'s main corporate office by phone at

+1-617-538-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Preferred Return (Acquired by Carta)'s official website and social media links?

Preferred Return (Acquired by Carta)'s official website is preferredreturn.com and has social profiles on LinkedIn.

How much revenue does Preferred Return (Acquired by Carta) generate?

As of July 2026, Preferred Return (Acquired by Carta)'s annual revenue is estimated to be <$1M.

What is Preferred Return (Acquired by Carta)'s SIC code NAICS code?

Preferred Return (Acquired by Carta)'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Preferred Return (Acquired by Carta) have currently?

As of July 2026, Preferred Return (Acquired by Carta) has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Dr: F. A.. Explore Preferred Return (Acquired by Carta)'s employee directory with LeadIQ.

What industry does Preferred Return (Acquired by Carta) belong to?

Preferred Return (Acquired by Carta) operates in the Financial Services industry.

What technology does Preferred Return (Acquired by Carta) use?

Preferred Return (Acquired by Carta)'s tech stack includes GhostRequireJSHubSpotStripeNode.jsLuaRubyreCAPTCHA.

What is Preferred Return (Acquired by Carta)'s email format?

Preferred Return (Acquired by Carta)'s email format typically follows the pattern of Last@preferredreturn.com. Find more Preferred Return (Acquired by Carta) email formats with LeadIQ.

When was Preferred Return (Acquired by Carta) founded?

Preferred Return (Acquired by Carta) was founded in 2011.

Preferred Return (Acquired by Carta)

Q: How many employees does Preferred Return (Acquired by Carta) have currently?

Preferred Return (Acquired by Carta) has approximately 11 employees.

Q: What industry does Preferred Return (Acquired by Carta) belong to?

Preferred Return (Acquired by Carta) operates in the Financial Services industry.

Q: What technology does Preferred Return (Acquired by Carta) use?

Preferred Return (Acquired by Carta)'s tech stack includes MathJax, Node.js, Segment, Font Awesome, Lua.

Q: When was Preferred Return (Acquired by Carta) founded?

Preferred Return (Acquired by Carta) was founded in 2011.

Financial ServicesNew York, United States11-50 Employees

Preferred Return, now acquired by Carta, operates in the financial services sector as a technology-enabled valuation services provider. It emphasizes fast, audit-ready valuations that are intended to be cost-efficient, delivering results in about four days instead of four weeks. The company develops its own technology to streamline processes and improve accuracy, aiming to free up its finance professionals to apply their expertise for clients. Based in New York City, it supports a range of clients through a small-to-mid-sized team of finance experts, product thinkers, and client service professionals.

To date, the firm has completed more than 4,000 valuations for a diverse set of clients, spanning technology, consumer brands, and crypto-focused ventures. Notable client examples from the provided information include Cruise Automation, Casper, and Ripple Labs.

Insights

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