Established Expertise With over 100 years of combined experience in portfolio management and a founding date of 1989, Carlson Investments demonstrates a long-standing industry presence, highlighting potential for advanced financial or technology solutions tailored to established investment firms.

Financial Stability Generating revenues between 25 and 50 million USD, the company shows solid financial health, making it a promising prospect for premium financial services, compliance solutions, or scalable technology platforms that support growth.

Tech Infrastructure Utilizing modern web technologies such as Cloudflare, Bootstrap, and SEO tools indicates a digital-savvy organization that may be receptive to enhancements in digital security, web performance, or analytics services.

Client Focus Dedicated to serving both institutions and individuals with independently owned operations, Carlson Investments could be interested in CRM systems, client engagement platforms, or tailored investment management solutions.

Growth Potential As a mid-sized firm with around 11-50 employees and a stable revenue profile, there is opportunity to offer scalable HR, operational, or professional development services aimed at supporting their team expansion and client service excellence.