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

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

Insights

Acquisition Opportunity Preferred Return has been acquired by Carta, indicating potential integration needs, cross-sell opportunities for Carta’s client base, and alignment with Carta’s valuation and financial services ecosystem.

Fast Valuation Advantage Position the firm’s core selling point of audit-proof valuations delivered in four days to clients who require rapid, reliable valuation services, including fintech, marketplaces, and crypto-related projects seeking speed and accuracy.

Tech-Enabled Efficiency Leverage their tech-enabled approach and existing tech stack to propose scalable valuation workflows, API integrations, or managed services for mid-market fintechs expanding product lines and needing scalable valuation support.

Diverse Portfolio Target potential clients across e-commerce, crypto, media, and consumer brands demonstrated by the company’s varied client history, suggesting broad applicability of valuation services to growth-stage companies.

Revenue Focus With revenue under one million, target early-stage ventures and accelerators, offering cost-efficient valuation services as a core capability to support fundraising, SPV setups, and strategic financing rounds.

Preferred Return (Acquired by Carta) Tech Stack

Preferred Return (Acquired by Carta) uses 8 technology products and services including Mixpanel, Amazon Web Services, Segment, and more. Explore Preferred Return (Acquired by Carta)'s tech stack below.

Mixpanel

Analytics

Amazon Web Services

Cloud Hosting

Segment

Customer Data Platforms

Live Chat

Marketing Automation

Payment Processing

System Analytics & Monitoring

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

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

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

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

As of August 2026, Preferred Return (Acquired by Carta) has approximately 11 employees across 2 continents, including North America and Asia. 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 Mixpanel, Amazon Web Services, Segment, Google Workspace, Intercom, HubSpot, Stripe and Piwik.

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 Google Fonts API, Ghost, Google Tag Manager, OpenResty, Ruby on Rails.

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

Similar companies to Preferred Return (Acquired by Carta)

Gust

Zanbato

Republic

Securitize

SeedInvest

MicroVentures

Fundable

EquityZen

OurCrowd

AngelList