79
65
Growth Score
-14 pts
Heat Score
-20 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Carson Group serves financial advisors and investors through its businesses.
- Julie Pine: Chief Legal OfficerPast Role: Lead, Executive Vice President, General Counsel & Chief Risk Officer
- Burt White: Managing Partner, Chief Strategy Officer
About the Company
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.
