About Carter & Carter
Carter & Carter is a company based in Eugene (United States) founded in 1988 was acquired by Merriman in July 2017. Carter & Carter operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Eugene, United States
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Sectors
Financial Services
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Phone
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Website
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Funding Insights of Carter & Carter
Detailed funding history for Carter Carter
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Investors in Carter & Carter
Carter & Carter has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Merriman.
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Provides wealth management, asset advisory, and business planning for clients.
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Investor details for Carter Carter
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Investments & Acquisitions by Carter & Carter
Investment portfolio details for Carter Carter
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Financial Statements - Carter Carter
Detailed financials for Carter Carter
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Carter & Carter Comparisons
Peer comparison for Carter Carter
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Competitors of Carter & Carter
Carter & Carter operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of Carter Carter
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Latest news on Carter & Carter
Complete news archive for Carter Carter
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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, Investec and S&P Global.
Carter & Carter has 1 investor. Key investors include Merriman.