Preferred Return (Acquired by Carta) Employee Directory

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.

Find Preferred Return (Acquired by Carta) employees' phone numbers or email addresses

Preferred Return (Acquired by Carta) Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Asia
1

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  • Kuwait
    1

Preferred Return (Acquired by Carta)'s Leadership

  • Stylized image of a person
    D. L.
    Founder
    Phone icon
  • Stylized image of a person
    J. T.
    Hospital Chief Financial Officer
    Phone icon
  • Stylized image of a person
    F. A.
    Dr
    Phone icon
  • Stylized image of a person
    J. D.
    Phone icon
  • Stylized image of a person
    L. B.
    Phone icon
  • Stylized image of a person
    M. O.
    Phone icon

Contact profiles from Preferred Return (Acquired by Carta)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. L.
    Founder
    Phone icon
    United StatesNew York
    Sep 24, 2025
  • Stylized image of a person
    J. T.
    Hospital Chief Financial Officer
    Phone icon
    United StatesOklahoma
    Apr 24, 2025
  • Stylized image of a person
    F. A.
    Dr
    Phone icon
    Kuwait
  • Stylized image of a person
    J. D.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. O.
    Phone icon
    UNITED STATES
    Jul 13, 2023

Frequently Asked Questions

What is Preferred Return (Acquired by Carta) known for?

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Preferred Return (Acquired by Carta) was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 44 West 28th Street 7th Floor New York, New York 10001 United States; you can contact the main corporate office by phone at . Explore Preferred Return (Acquired by Carta)'s company overview page for more information.

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

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Preferred Return (Acquired by Carta) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Preferred Return (Acquired by Carta) email formats with LeadIQ.

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

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Preferred Return (Acquired by Carta) has approximately 11 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Preferred Return (Acquired by Carta)'s key employees and leadership?

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As of May 2026, Preferred Return (Acquired by Carta)'s key employees include:

  • Founder: D. L.
  • Hospital Chief Financial Officer: J. T.
  • Dr: F. A.
  • : J. D.
  • : L. B.

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