Insights

Growth and Scale Mid-sized investment management firm with revenue between 25M and 50M and a 11-50 employee base, indicating readiness for scalable service offerings such as advanced portfolio analytics, compliance automation, and advisor productivity tools.

Experienced Advisory Portfolio team with over a century of combined experience and emphasis on client service, account administration, research, and trading suggests opportunities for premium research support, client onboarding optimization, and institutional/commercial outreach.

Technology Stack Reliance on standard web and hosting technologies (Cloudflare, WP Engine, PHP, Google Tag Manager) presents an opening for secure data integration, portal modernization, and scalable digital marketing services tailored to asset managers.

Regulatory Focus Founded under the Investment Advisers Act of 1940 and independently owned, highlighting potential demand for compliance solutions, regulatory reporting, and risk management services aimed at independent advisory firms.

Market Position Operating in the investment management space with a revenue profile similar to peers, implying engagement opportunities with outsourced services, performance analytics, and client experience enhancements to attract additional institutional or high-net-worth clients.

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Carlson Investments Tech Stack

Carlson Investments uses 8 technology products and services including Google Ads, LinkedIn Ads, WordPress, and more. Explore Carlson Investments's tech stack below.

Google Ads
Advertising
LinkedIn Ads
Advertising
WordPress
Content Management System
Sophos Email Gateway
Email Security
WP Engine
Platform As A Service
PHP
Programming Languages
Google Tag Manager
Tag Management
Nginx
Web Servers

Carlson Investments's Email Address Formats

Carlson Investments uses at least 4 email formats:

Carlson Investments Email Formats	Example	Percentage
First@carlsoninvest.com	John@carlsoninvest.com	64%
FirLast@carlsoninvest.com	JohDoe@carlsoninvest.com	13%
FirstLast@carlsoninvest.com	JohnDoe@carlsoninvest.com	14%
Last@carlsoninvest.com	Doe@carlsoninvest.com	9%

Frequently Asked Questions

What is Carlson Investments's phone number?

You can contact Carlson Investments's main corporate office by phone at

+1-603-224-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carlson Investments's official website and social media links?

Carlson Investments's official website is carlsoninvest.com and has social profiles on LinkedIn.

How much revenue does Carlson Investments generate?

As of August 2026, Carlson Investments's annual revenue is estimated to be $25M - $50M.

What is Carlson Investments's NAICS code?

Carlson Investments's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Carlson Investments have currently?

As of August 2026, Carlson Investments has approximately 14 employees across 1 continents, including North America. Key team members include Financial Assistance: D. C. Explore Carlson Investments's employee directory with LeadIQ.

What industry does Carlson Investments belong to?

Carlson Investments operates in the Investment Management industry.

What technology does Carlson Investments use?

Carlson Investments's tech stack includes Google Ads, LinkedIn Ads, WordPress, Sophos Email Gateway, WP Engine, PHP, Google Tag Manager and Nginx.

What is Carlson Investments's email format?

Carlson Investments's email format typically follows the pattern of First@carlsoninvest.com. Find more Carlson Investments email formats with LeadIQ.

When was Carlson Investments founded?

Carlson Investments was founded in 1989.

Carlson Investments

Q: What is Carlson Investments's official website and social media links?

Carlson Investments's official website is carlsoninvest.com. Carlson Investments has social profiles on LinkedIn.

Q: How many employees does Carlson Investments have currently?

Carlson Investments has approximately 14 employees.

Q: What technology does Carlson Investments use?

Carlson Investments's tech stack includes WordPress, Google Analytics, Apache HTTP Server, MySQL, TweenMax.

Q: What is Carlson Investments's NAICS code?

Carlson Investments's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew Hampshire, United States11-50 Employees

Carlson Investments is an investment management firm based in Concord, New Hampshire, established in 1989 to provide investment management services to institutions and individuals. It operates as an independently owned registered investment adviser under the Investment Advisers Act of 1940. The firm relies on a portfolio management team with more than a century of combined experience to guide client portfolios. A supporting group of professionals focuses on client service, account administration, research, and trading to back investment decisions.

The organization serves a mid-sized client base in the investment management space, combining experienced portfolio management with a dedicated service team for both institutions and individuals.