Aveo Capital
About Aveo Capital
Aveo Capital is a Financial Services company founded in 2011, and was acquired by Carson Group in July 2025. Diversified asset management is handled across various asset classes. Aveo Capital offers products and services including Wealth Management Services, Financial Planning, and Portfolio Design. Its focus areas include Asset Management and Diversified. Its legal entity is Aveo Capital Partners, LLC.
Company details
Aveo Capital was established in 2011 as a firm focused on asset management. Investments are overseen in multiple sectors to support client portfolios. Services encompass strategy development, risk assessment, and performance monitoring for institutional and individual investors. Operations are based in the financial industry, with online presence maintained through aveocapital.com. No specific geographic details are provided for headquarters or regional activities.
- Stage Acquired
- SectorsFinancial Services
- Website aveocapital.com
- Acquired by Carson Group (Jul 2025)
- Legal Name Aveo Capital Partners, Llc
- Investors
- Acquired byCarson Group
(Jul 2025)
Products & Services of Aveo Capital
Aveo Capital offers a comprehensive portfolio of products and services, including Wealth Management Services, Financial Planning, and Portfolio Design.
Provides planning, risk management, and investment advice for clients.
Delivers holistic strategies for personal and business financial goals.
Offers customized investment selection and management solutions.
Investors in Aveo Capital
Aveo Capital has secured backing from 1 investor. Prominent investors backing the company include Carson Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Practice management software is provided for financial advisors. | 1983 | carsongroup.com | Omaha, United States |
Investor details for Aveo Capital
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People of Aveo Capital
2 people are tracked at Aveo Capital (1 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Michael Beermann, BFA™ | Sr. Wealth Advisor, Founding Partner | Leadership |
Ben Warwick | Advisor | Team |
Complete people profiles for Aveo Capital
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Timeline of Aveo Capital
2 dated milestones of Aveo Capital across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Aveo Capital is founded.
- Exit Acquired by Carson Group.
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Related news about Aveo Capital
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Frequently Asked Questions about Aveo Capital
Aveo Capital was founded in 2011.
Aveo Capital was established in 2011 as a firm focused on asset management. Investments are overseen in multiple sectors to support client portfolios. Services encompass strategy development, risk assessment, and performance monitoring for institutional and individual investors. Operations are based in the financial industry, with online presence maintained through aveocapital.com. No specific geographic details are provided for headquarters or regional activities.
Aveo Capital offers Wealth Management Services, Financial Planning, and Portfolio Design.
Aveo Capital has 1 investor. Key investors include Carson Group.
Aveo Capital operates through Aveo Capital Partners, Llc.
Yes. Aveo Capital was acquired by Carson Group in July 2025.