About Carter & Carter
Carter & Carter is a Financial Services company based in Eugene (United States) founded in 1988, and was acquired by Merriman in July 2017. Wealth management, financial planning, and investment advisory services are provided. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Carter Carter was established in 1988 and is based in Eugene, United States. Operations are focused on the financial services sector, where wealth management, financial planning, and investment advisory services are delivered to clients. Advisory support is extended for portfolio management and long-term financial strategies. The firm maintains its headquarters in the Pacific Northwest region, serving individual and institutional investors through personalized consultations and ongoing monitoring.
- Headquarters Eugene, United States
- Stage Acquired
- SectorsFinancial Services
- Website carterandcarter.com
- Acquired by Merriman (Jul 2017)
Investors in Carter & Carter
Carter & Carter has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Merriman.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, asset advisory, and business planning for clients. | 1983 | merriman.com | Seattle, United States |
Investor details for Carter Carter
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Timeline of Carter & Carter
2 dated milestones of Carter & Carter across 29 years, from founding to its latest funding, stage changes and deals.
- Founded Carter & Carter is founded.
- Exit Acquired by Merriman.
Competitors of Carter & Carter
Carter & Carter has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Carter Carter
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Top companies in Asset Management
3 companies that operate in the same segment as Carter & Carter (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Carter & Carter
Carter & Carter was founded in 1988.
Carter & Carter is headquartered in Eugene, United States. It is registered at Eugene, Oregon, United States.
Carter Carter was established in 1988 and is based in Eugene, United States. Operations are focused on the financial services sector, where wealth management, financial planning, and investment advisory services are delivered to clients. Advisory support is extended for portfolio management and long-term financial strategies. The firm maintains its headquarters in the Pacific Northwest region, serving individual and institutional investors through personalized consultations and ongoing monitoring.
Carter & Carter's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Carter & Carter has 1 investor. Key investors include Merriman.
Yes. Carter & Carter was acquired by Merriman in July 2017.