Carson Group Tech Stack

RIA network platform for independent financial advisors

Financial Services Omaha, NE 51–200 employees Privately Held

Carson Group operates a network model for independent registered investment advisors, built on Salesforce + AWS infrastructure with emerging infrastructure-as-code adoption (Terraform, CloudFormation, Azure DevOps). The hiring mix is heavily weighted toward finance and operations roles, with minimal engineering depth—suggesting the platform is mature and operationally complex rather than engineering-driven. Active projects cluster around partner enablement, compliance automation, and data quality, pointing to scaling challenges in onboarding and supporting a growing network of advisors.

Tech Stack 17 technologies

Core StackSalesforce Power BI AWS AWS Lambda Docker Word Excel Outlook DAX Git AWS ECS Microsoft Access Microsoft Office

AdoptingTerraform CloudFormation Azure DevOps Bitbucket Pipelines

What Carson Group Is Building

◆Challenges

Improving account opening accuracy
Post-transformation partner support
Simplifying workflows
Streamlining operational steps
Inconsistent data across sales platforms
Poor prospect database quality
Integration of new entities
Growth strategies for partner firms
Resource leveraging for partner firms
Time-sensitive partner firm needs

▲Active Projects

Post-transformation partner support
Client appreciation initiatives
Pipeline and forecasting dashboards
Tax due diligence for acquisitions
Integration of new entities
Automation of compliance reporting
Territory segmentation optimization
Vendor sourcing and tracking
Carson group–sponsored events
Regional events and onsite planning sessions

Hiring Activity

Accelerating25 roles · 15 in 30d

Department

Finance

Ops

Support

Consulting

Data

Engineering

Legal

Sales

Seniority

Mid

Senior

Junior

Intern

Manager

Lead

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About Carson Group

Carson Group Partners is a network of independent advisors offering SEC-registered investment advisory services through its SEC Registered Investment Advisor affiliate. The company provides business infrastructure, compliance tools, and operational support to enable advisors to run and grow independent practices. Headquartered in Omaha, Nebraska, Carson Group operates with a staff focused on finance, operations, and partner support, serving mid-market and smaller advisory firms seeking independence with institutional backing.

HeadquartersOmaha, NE

Company Size51–200 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Carson Group use?

Salesforce, Power BI, AWS (ECS, Lambda, Terraform, CloudFormation), Docker, Bitbucket Pipelines, and Azure DevOps. Office suite (Word, Excel, Outlook, Access) for internal operations.

What is Carson Group working on?

Post-merger partner integration, compliance automation, sales pipeline and forecasting dashboards, territory segmentation, and data quality improvements. Also building partner support and community initiatives.