What is Carroll Financial's NAICS code?

Carroll Financial's NAICS code is 52 (Finance and Insurance).

Insights

Acquisition History Carroll Financial was acquired by Wealth Enhancement Group in 2021, indicating a recent consolidation shift in their advisor network. This suggests potential for selling technology, onboarding services, or transitional support to align with post-acquisition integration needs and platform standardization.

Asset Management Growth The firm manages a broad asset base with quarterly investments in various ETFs and equities, signaling opportunities to offer expanded investment research tools, model portfolios, or fund recommendation capabilities to enhance portfolio construction and due diligence.

Mid Market Focus With 11-50 employees and revenue in the multi-million range, Carroll Financial sits in a mid-market segment likely seeking scalable compliance, CRM, financial planning tech, or practice management solutions that grow with advisor teams and client load.

Brand Trust The firm emphasizes a Trust Matters philosophy and client-first ethos. This presentation aligns well with client experience platforms, documentation automation, and secure client communications that reinforce trust and transparency.

Regulatory & Tech Stack Current tech stack (Drupal, WordPress, Google scripts, reCAPTCHA, GTM) indicates openness to modern marketing automation, website modernization, and security enhancements. This creates opportunities to offer secure client portals, marketing automation, and compliance-ready tech upgrades.

Carroll Financial Tech Stack

Carroll Financial uses 8 technology products and services including Drupal, WordPress, Glyphicons, and more. Explore Carroll Financial's tech stack below.

Drupal

Content Management System

WordPress

Content Management System

Glyphicons

Font Scripts

Google Fonts API

Font Scripts

Twemoji

Font Scripts

reCAPTCHA

Security

Google Tag Manager

Tag Management

Adobe Fonts

Web Fonts

Carroll Financial Email Formats	Example	Percentage
FLast@carrollfinancial.com	JDoe@carrollfinancial.com	86%
Last@carrollfinancial.com	Doe@carrollfinancial.com	10%
FirstLast@carrollfinancial.com	JohnDoe@carrollfinancial.com	4%

Carroll Financial Email Formats

Example

Percentage

FLast@carrollfinancial.com

JDoe@carrollfinancial.com

86%

Last@carrollfinancial.com

Doe@carrollfinancial.com

10%

FirstLast@carrollfinancial.com

JohnDoe@carrollfinancial.com

Frequently Asked Questions

What is Carroll Financial's phone number?

You can contact Carroll Financial's main corporate office by phone at

+1-704-247-****

. 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 Carroll Financial's official website and social media links?

Carroll Financial's official website is carrollfinancial.com and has social profiles on LinkedIn.

How much revenue does Carroll Financial generate?

As of September 2026, Carroll Financial's annual revenue is estimated to be $10M - $25M.

What is Carroll Financial's SIC code and NAICS code?

Carroll Financial's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Carroll Financial have currently?

As of September 2026, Carroll Financial has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. G., Partner: C. K. and Marketing Director: M. E. Explore Carroll Financial's employee directory with LeadIQ.

What industry does Carroll Financial belong to?

Carroll Financial operates in the Financial Services industry.

What technology does Carroll Financial use?

Carroll Financial's tech stack includes Drupal, WordPress, Glyphicons, Google Fonts API, Twemoji, reCAPTCHA, Google Tag Manager and Adobe Fonts.

What is Carroll Financial's email format?

Carroll Financial's email format typically follows the pattern of FLast@carrollfinancial.com. Find more Carroll Financial email formats with LeadIQ.

When was Carroll Financial founded?

Carroll Financial was founded in 1980.

Carroll Financial

Q: How many employees does Carroll Financial have currently?

Carroll Financial has approximately 11 employees.

Q: What technology does Carroll Financial use?

Carroll Financial's tech stack includes jQuery, Facebook Pixel, Google Analytics, Drupal, Bootstrap.

Financial ServicesNorth Carolina, United States11-50 Employees

Carroll Financial is a financial services firm based in Charlotte, North Carolina, offering wealth and investment management along with long-term financial planning, retirement, and estate planning. Founded in 1980 by Larry Carroll, the firm emphasizes acting in the client's best interests and operates under a Trust Matters philosophy that centers on building trust in client relationships.

Its advisory team comprises professionals with credentials such as CFA, CFP, CPA, and other professional designations, working in personal advisory teams supported by the firm. Securities are offered through Cetera Advisor Networks LLC, while advisory services are provided by Carroll Financial Associates, Inc., an independent registered investment adviser; the two entities are not affiliated. In 2021, Carroll Financial established a strategic relationship with Wealth Enhancement Group, marking a notable development in its corporate alignment.

Insights

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