Insights

Niche Insurance Focus Small team in insurance with annual revenue in the low millions presents an opportunity to upsell tailored tech, compliance, and CRM solutions that scale with growth and regulatory needs.

Growth Enablement Limited headcount suggests potential benefit from scalable automation, cloud collaboration, and outsourced admin tools to boost productivity without expanding payroll.

Security & Compliance Basic but nontrivial web security setup indicated by X-XSS-Protection and HSTS signals opportunity for advanced cybersecurity services, data privacy solutions, and secure document handling.

Digital Presence Usage of Drupal and modern web tech implies openness to digital marketing, lead capture enhancements, and analytics integrations to improve client acquisition.

Competitive Landscape Revenue scale relative to large peers highlights need for competitively priced, high-touch insurance tech stack and partner ecosystems to compete in a crowded market.

Carter Financial Group Tech Stack

Carter Financial Group uses 8 technology products and services including html5media, RSS, Drupal, and more. Explore Carter Financial Group's tech stack below.

  • html5media
    Audio, Video, Graphics
  • RSS
    Content Management System
  • Drupal
    Content Management System
  • Microsoft 365
    Email
  • Underscore.js
    Javascript Libraries
  • X-XSS-Protection
    Security
  • HSTS
    Security
  • Google Tag Manager
    Tag Management

Carter Financial Group's Email Address Formats

Carter Financial Group uses at least 1 format(s):
Carter Financial Group Email FormatsExamplePercentage
First@carterfinancialgroup.comJohn@carterfinancialgroup.com
100%

Frequently Asked Questions

What is Carter Financial Group's phone number?

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You can contact Carter Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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

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Carter Financial Group's official website is carterfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Carter Financial Group generate?

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As of July 2026, Carter Financial Group's annual revenue is estimated to be $1M - $10M.

What is Carter Financial Group's NAICS code?

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Carter Financial Group's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Carter Financial Group have currently?

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As of July 2026, Carter Financial Group has approximately 6 employees across 2 continents, including North AmericaSouth America. Key team members include Founder & Ceo: P. C. M.Financial Plans Coordinator: S. H.. Explore Carter Financial Group's employee directory with LeadIQ.

What industry does Carter Financial Group belong to?

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Carter Financial Group operates in the Insurance industry.

What technology does Carter Financial Group use?

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Carter Financial Group's tech stack includes html5mediaRSSDrupalMicrosoft 365Underscore.jsX-XSS-ProtectionHSTSGoogle Tag Manager.

What is Carter Financial Group's email format?

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Carter Financial Group's email format typically follows the pattern of First@carterfinancialgroup.com. Find more Carter Financial Group email formats with LeadIQ.
Carter Financial Group logo

Carter Financial Group

InsuranceIllinois, United States2-10 Employees

Carter Financial Group operates in the insurance industry, offering products and services related to risk protection. The company is listed as based in Barrington, Illinois, though another description places it at a Littleton, Colorado location, highlighting a discrepancy in its stated address.

The information characterizes the firm as small in scale. The provided data do not specify the company’s target customers or the specific insurance solutions it provides. There is no detail on founding date, client segments, or strategic positioning beyond the basic industry designation.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Carter Financial Group's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Carter Financial Group's revenue is estimated to be in the range of $1M - $10M

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