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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 SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Ria Money Transfer is a money transfer company providing money remittances.
Paymetric, Inc. provides secure payment integration and tokenization technologies that facilitate electronic payment acceptance in enterprise systems in the United States and internationally. The company offers XiPay On-Demand, a software-as-a-service solution, which enables companies to manage, accept, and integrate various types of electronic payment in any enterprise system; and XiSecure On-Demand for cardholder data, a tokenization solution that eliminates the storage of sensitive cardholder data, reduces payment card industry compliance, and mitigates the risk of a data security breach. It also provides XiSecure for sensitive data, a tokenization solution, which enables businesses to eliminate the storage and/or transmission of personally identifiable information, such as social security numbers, email addresses, and license numbers in enterprise systems and applications; and data intercept solutions that prevent sensitive cardholder data from entering merchants’ payment processing systems. In addition, the company offers various services, such as integration and processing, incident and problem resolution, best practices and publications, quality assurance, and notifications and announcements assurance. Paymetric, Inc. was founded in 1998 and is headquartered in Alpharetta, Georgia.
Affiliates Financial Inc is a Thousand Oaks, CA-based company in the Financial Services sector.
cmgcpas is a Moline, IL-based company in the Financial Services sector.