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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.
MidFlorida Credit Union, founded in 1954, is a credit union based in Lakeland, Florida.
Welsh, Carson, Anderson & Stowe, also referred to as Welsh Carson, is a private equity firm. WCAS was formed in 1979 and focuses on investing in two growth industries, technology and healthcare, primarily in the United States.
Secny Federal Credit Union is a Syracuse, NY-based company in the Financial Services sector.
Coinme is growing rapidly with a mission to help people everywhere understand and utilize the power of digital currencies as a delightful medium-of-exchange and financially beneficial store-of-value. Coinme believes money should be accessible anywhere. A venture-backed financial services company, Coinme is dedicated to helping the world gain access to virtual currency. When the world has access, everyone has a fair chance for financial prosperity. In 2014, Coinme became the first licensed Bitcoin ATM operator in the U.S. and now processes millions of dollars (USD) each month. The company`s vertically integrated network of crypto ATMs, digital wallet, exchange and crypto IRA investment services provide customers the opportunity to join this financial revolution. As a licensed financial services provider, Coinme is well positioned to lead the way.