CTOs on the Move

Carson Group

www.carsongroup.com

 
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Nimesh Patel
 Chief Technology Officer Profile
Nimesh Patel
 Chief Technology Officer Profile

Similar Companies

Starwood Capital Group

Starwood Capital Group is a Greenwich, CT-based company in the Financial Services sector.

Extend Health

Extend Health is one of the leading providers in Financial Services. It is based in Seattle, WA. To find more information about Extend Health, please visit www.extendhealth.com

Man Group Plc

Man Group Plc is one of the leading companies in Financial Services industry. Man Group Plc is based in New York, NY. You can find more information on Man Group Plc at www.maninvestments.com

Alloy

Our Mission: Alloy makes it easy for financial services companies to quickly and safely onboard and manage more customers, automating the vast majority of decisions, mitigating fraud and high-cost financial risk, and reducing the burden on the back office and manual review queues.

Tax Sheltered Compensation

Tax Sheltered Compensation is a Minneapolis, MN-based company in the Financial Services sector.