Carson Group Company Overview, Contact Details & Competitors

Insights

Gathering insights about Carson Group…

Similar companies to Carson Group

Carson Group Tech Stack

Carson Group uses 8 technology products and services including Power BI, Microsoft Word, DocuSign, and more. Explore Carson Group's tech stack below.

Power BI
Business Intelligence
Microsoft Word
Editors
DocuSign
Miscellaneous
HTML
Programming Languages
Yoast SEO
Search Engines
Piwik
System Analytics & Monitoring
Gravity Forms
Web Platform Extensions
Nginx
Web Servers

Media & News

Carson Group acquired Sweet Financial Partners, LLC for $1B on Oct 15th '24.
Carson Group has acquired Sweet Financial Partners, a registered investment advisor based in Fairmont, Minn., with $1 billion in assets under administration.
Oct 15, 2024 | www.wealthmanagement.com
Carson Group partners with YCharts Inc..
Carson Group partners with YCharts in enterprise agreement.
Sep 16, 2024 | www.planadviser.com
Jamie Hopkins leaves Carson Group as executive.
Jamie Hopkins, the financial planning expert and former Carson Group executive, has taken on the role of chief wealth officer at WSFS Bank, of which Bryn Mawr Trust is a subsidiary.
Aug 22, 2024 | www.thinkadvisor.com
Carson Group sold assets to NewEdge Advisors, LLC on Jun 1st '24.
In June, NewEdge Advisors acquired several teams, including a $540 million Michigan-based team from Carson Group and a $580 million Texas team from J.P. Morgan.
Aug 16, 2024 | www.wealthmanagement.com
Carson Group launched 2024 Midyear Outlook on Jul 9th '24.
OMAHA, Neb., July 9, 2024 /PRNewswire/ - Carson Group released its 2024 Midyear Outlook, "Eyes on the Prize."
Jul 09, 2024 | www.prnewswire.com
Carson Group hired Mary Kate Gulick as chief marketing officer on Jun 22nd '24.
June 22: Carson Group hired Mary Kate Gulick as its chief marketing officer.
Apr 24, 2024 | www.thinkadvisor.com
Carson Group hires Daniel Applegarth as Chief Financial Officer.
Carson Group welcomes Daniel Applegarth as new Chief Financial Officer.
Apr 23, 2024 | www.prnewswire.com

Carson Group's Email Address Formats

Carson Group uses at least 1 format(s):

Carson Group Email Formats	Example	Percentage
FLast@carsongroup.com	JDoe@carsongroup.com	88%
FirstLast@carsongroup.com	JohnDoe@carsongroup.com	11%
FirLast@carsongroup.com	JohDoe@carsongroup.com	1%

Frequently Asked Questions

Where is Carson Group's headquarters located?

Carson Group's main headquarters is located at 14600 Branch St. Omaha, NE 68154 US. The company has employees across 4 continents, including North AmericaAfricaEurope.

What is Carson Group's official website and social media links?

Carson Group's official website is carsongroup.com and has social profiles on LinkedIn.

How much revenue does Carson Group generate?

As of September 2024, Carson Group's annual revenue reached $15M.

What is Carson Group's NAICS code?

Carson Group's NAICS code is 52 - Finance and Insurance.

How many employees does Carson Group have currently?

As of September 2024, Carson Group has approximately 304 employees across 4 continents, including North AmericaAfricaEurope. Key team members include Chief Executive Officer: B. W.Chief Strategy Officer (cso): D. F.Chief Human Resources Officer: K. R.. Explore Carson Group's employee directory with LeadIQ.

What industry does Carson Group belong to?

Carson Group operates in the Financial Services industry.

What technology does Carson Group use?

Carson Group's tech stack includes Power BIMicrosoft WordDocuSignHTMLYoast SEOPiwikGravity FormsNginx.

What is Carson Group's email format?

Carson Group's email format typically follows the pattern of . Find more Carson Group email formats with LeadIQ.

Insights

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Wealth Dimensions

Carson Group Tech Stack

Media & News

Carson Group acquired Sweet Financial Partners, LLC for $1B on Oct 15th '24.

Carson Group partners with YCharts Inc..

Jamie Hopkins leaves Carson Group as executive.

Carson Group sold assets to NewEdge Advisors, LLC on Jun 1st '24.

Carson Group launched 2024 Midyear Outlook on Jul 9th '24.

Carson Group hired Mary Kate Gulick as chief marketing officer on Jun 22nd '24.

Carson Group hires Daniel Applegarth as Chief Financial Officer.

Carson Group's Email Address Formats

Frequently Asked Questions

Where is Carson Group's headquarters located?

What is Carson Group's official website and social media links?

How much revenue does Carson Group generate?

What is Carson Group's NAICS code?

How many employees does Carson Group have currently?

What industry does Carson Group belong to?

What technology does Carson Group use?

What is Carson Group's email format?

Carson Group

Company Overview

Media & News

Carson Group acquired Sweet Financial Partners, LLC for $1B on Oct 15th '24.

Carson Group partners with YCharts Inc..

Jamie Hopkins leaves Carson Group as executive.

Funding & Financials

Funding & Financials

Company Leadership

Employee Directory

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