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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.
Aspen Mortgage Co is a Newport, MN-based company in the Financial Services sector.
The Partnership Federal Credit Union is a Washington, DC-based company in the Financial Services sector.
Tesorio is the worlds first and only cash flow performance platform. It empowers CFOs and finance teams to boost profits and cash flow performance by using artificial intelligence to better manage, predict, and collect cash. The platform unifies and analyzes an organizations traditionally-siloed financial data from ERPs, billing systems, banks, and email to present views of all inbound and outbound cash flows, giving finance orgs a precise understanding of how these impact cash and liquidity. The platform also provides predictions of future cash flows which inform its smart workflow automation apps, such as a collections CRM, currency exposure management, and working capital manager. The Tesorio platform can adapt to the needs of any business and significantly improve its cash flow performance. By eliminating cumbersome spreadsheet-driven processes, it not only increases the speed and accuracy of financial team activities but also frees their time for more strategic efforts.
Lake Cities Accounting Solutions is a Dallas, TX-based company in the Financial Services sector.