Carson Institutional Alliance Competitors, Revenue, Alternatives and Pricing

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Overview

Location:
Omaha, NE USA
Total Funding:N/A
Industry:Finance
Founded:2011
Lead Investor(s):N/A

Industry Ranking

State Ranking

Estimated Revenue & Financials

  • Carson Institutional Alliance's estimated annual revenue is currently $8.4M per year.
  • Carson Institutional Alliance's estimated revenue per employee is $210,000

Employee Data

  • Carson Institutional Alliance has 40 Employees.
  • Carson Institutional Alliance grew their employee count by 25% last year.
  • Carson Institutional Alliance currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingPricing
The Strawhecker...
$8.6M4121%N/AN/A
Axos® Clearing...
$16.6M7934%N/AN/A
Carson Institut...
$8.4M4025%N/AN/A
Foley Business ...
$8M3827%N/AN/A
Platte Valley C...
$9.5M4522%N/AN/A
PayFlex Systems...
$72.5M345N/AN/AN/A
Allstate Insura...
N/A9276N/AN/AN/A
Union Bank & Tr...
$203.9M971N/AN/AN/A
Securities Amer...
$242.3M11546%N/AN/A
Orion Advisor S...
$86.3M41117%N/AN/A
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Carson Group Partners has delivered tremendous success for clients and advisors alike, by simplifying what's often a complex relationship. Their platform offers a planning-based approach, advice in common language, and straightforward fees for clients. For advisors, Carson Institutional Alliance simplifies the complexities of owning a firm and managing a strong client base by providing coaching, partnership, and succession solutions. They're able to focus on growing their practice with scalable, integrated resources in marketing, investment management, operations, technology, and a community of growth-minded advisors. For more information, visit www.carsongrouppartners.com.

keywords:Finance

40

Number of Employees

$8.4M

Revenue (est)

1

Current Jobs

25%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

Executive Contacts

NameTitleEmail
Scott ConroyManaging Partner of Strategic Relationships
Sandi BudnyDirector of Transformations
Lisa ZielinskiBusiness Development Manager
Mike DrennenExecutive Director - Advisor Success Consultant
Robert SteinauVice President, Business Consulting
Ducky RadikOperations ManagerEmail Available
Michael JordanRegional Sales Vice President
Christopher AblaFoundational Partner
Tyler SchlumpfVice President And Sr. Investment Strategist
Jeff BornhoftRegional Compliance Manager

Carson Institutional Alliance News

09/03/2019 - Carson Institutional Alliance Doubles Down on Advisor ...

Carson Institutional Alliance Doubles Down on Advisor Growth: Announces New Platform Capabilities and Key Additions to Leadership Team.

09/08/2019 - Penn Psychiatry and Radiology Researchers Join Forces to Create New Center of Excellence for Opioid Use Disorders

Penn PACE is a multidisciplinary, multi-institutional effort, drawing expertise from ... Richard Carson, PhD, a professor of Biomedical Engineering ... The organization also has alliances with top community health systems ...

09/03/2019 - Capitol Weekly's Top 100: Ten years and counting

Like Matosantos and Nichols, Keely brings institutional heft to her new gig ..... If there is a single focus at the California Alliance for Jobs, it is California's .... contract lobbying firm, with offices in Carson City and Sacramento.