Insights

Expansion Opportunities Carson Group recently sold assets to NewEdge Advisors, indicating a potential need for new financial solutions and services. This presents an opportunity for Carson Group to offer their expertise and support to the teams that have transitioned to NewEdge Advisors.

Talent Acquisition Carson Group has been actively hiring new executives, such as the Chief Marketing Officer and Chief Financial Officer. This signals potential growth and a need for innovative marketing strategies and financial management solutions. Carson Group could leverage this for partnership opportunities.

Revolving Leadership There has been a recent departure of a key executive, Jamie Hopkins, from Carson Group. This change in leadership could create openings for introducing new financial tools or approaches to the organization. Engaging with Carson Group during this transition period could lead to fruitful collaborations.

Competitive Analysis By exploring similar companies like Creative Planning and EP Wealth Advisors, sales professionals can identify areas where Carson Group can differentiate itself. Understanding the competitors' strengths and weaknesses can help Carson Group position their services effectively and target the right market segments.

Industry Insights Carson Group's release of the 2024 Midyear Outlook provides potential clients a glimpse into their perspective on industry trends. Sales representatives can utilize this insight to align their offerings with Carson Group's outlook and showcase how their solutions complement and enhance the current market landscape.

Carson Group Tech Stack

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

  • FactSet
    Business Intelligence
  • Salesforce
    Customer Relationship Management
  • Microsoft Word
    Editors
  • Salesforce Marketing Cloud
    Marketing Performance Measurement
  • JavaScript
    Programming Languages
  • Salesforce Sales Cloud
    Sales
  • Google Tag Manager
    Tag Management
  • Nginx
    Web Servers

Media & News

Carson Group's Email Address Formats

Carson Group uses at least 1 format(s):
Carson Group Email FormatsExamplePercentage
FLast@carsongroup.comJDoe@carsongroup.com
88%
FirstLast@carsongroup.comJohnDoe@carsongroup.com
11%
FirLast@carsongroup.comJohDoe@carsongroup.com
1%

Frequently Asked Questions

Where is Carson Group's headquarters located?

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Carson Group's main headquarters is located at 14600 Branch St. Omaha, NE 68154 US. The company has employees across 5 continents, including North AmericaEuropeAfrica.

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

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

How much revenue does Carson Group generate?

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

What is Carson Group's NAICS code?

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

How many employees does Carson Group have currently?

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As of July 2024, Carson Group has approximately 303 employees across 5 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: B. W.Chief Executive Officer: C. B.Chief Executive Officer: T. W.. Explore Carson Group's employee directory with LeadIQ.

What industry does Carson Group belong to?

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Carson Group operates in the Financial Services industry.

What technology does Carson Group use?

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Carson Group's tech stack includes FactSetSalesforceMicrosoft WordSalesforce Marketing CloudJavaScriptSalesforce Sales CloudGoogle Tag ManagerNginx.

What is Carson Group's email format?

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

Carson Group

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.

Section iconCompany Overview

Headquarters
14600 Branch St. Omaha, NE 68154 US
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $10M$50M

    Carson Group's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Carson Group's revenue is in the range of $10M$50M

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