Strategic Partnerships Carson Group recently partnered with YCharts Inc. in an enterprise agreement, indicating a potential opportunity to explore collaborations with similar fintech companies for mutual benefit.
Talent Acquisition Carson Group has made strategic hires for crucial executive positions like the Chief Marketing Officer and Chief Financial Officer, emphasizing the importance of building a strong leadership team to drive business growth.
Asset Selling The sale of assets to NewEdge Advisors, LLC presents a window of opportunity to engage with NewEdge Advisors or similar firms for potential collaboration or cross-selling opportunities.
Market Outlook Reports The launch of the 2024 Midyear Outlook by Carson Group offers a chance to reach out to clients or prospects with insightful market updates, positioning the company as a thought leader in the industry.
Industry Networking The recent hiring of experienced industry professionals like Mary Kate Gulick and Daniel Applegarth underlines a focus on strengthening the team, presenting opportunities for networking with industry experts for business development initiatives.
17
$10M
17$10M
13$10M
1.7K$100M$1B
386$50M$100M
16Carson Group uses 8 technology products and services including FactSet, Salesforce, Microsoft Word, and more. Explore Carson Group's tech stack below.
| Carson Group Email Formats | Percentage |
| FLast@carsongroup.com | 88% |
| FirstLast@carsongroup.com | 11% |
| FirLast@carsongroup.com | 1% |
Financial ServicesNebraska, United States201-500 Employees
The information included on this website is for informational purposes and is intended for use by advisors only, not for public distribution. Carson Group Partners is a network of advisors offering advisory services through CWM, LLC, an SEC Registered Investment Advisor.
Company Overview
Funding & FinancialsCarson Group's revenue is in the range of $10M$50M
Funding & FinancialsCarson Group's revenue is in the range of $10M$50M
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