About Carson Group
Carson Group is a Financial Services company based in Omaha (United States) founded in 1983 by Ron Carson. Practice management software is provided for financial advisors. Carson Group has raised $217.01 million across 2 funding rounds from investors including Bain Capital and Long Ridge. The company has 414 employees. Carson Group has completed 8 acquisitions, including Aveo Capital, Jackson Wealth Management and North Face Capital. Carson Group was last valued at $1 billion in January 2025. Its chief executive, as recorded, is Ron Carson. Its website carsongroup.com draws about 60 thousand monthly visits. Carson Group offers products and services including Carson Coaching, Technology Platform, and Marketing Support. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified. Its legal entity is CWM, LLC.
Company details
Carson Group was founded in 1983 in Omaha, United States, within the financial services sector. Practice management software is supplied to advisors, encompassing tools for wealth management, coaching, marketing, investment outsourcing, compliance, succession planning, professional support, integration, and reporting. Consulting services are extended to assist in building and developing advisory firms, with operations centered in the United States.
- Total Equity Funding$217.01M (USD)
in 2 rounds
- Latest Funding Round$182.63M (USD), Series C
Jul 2021
- InvestorsBain Capital
& 1 more
- Employee Count414
- Investments & AcquisitionsAveo Capital
& 7 more
Products & Services of Carson Group
Carson Group offers a comprehensive portfolio of products and services, including Carson Coaching, Technology Platform, and Marketing Support.
Offers executive and group coaching for financial advisors' growth
Provides curated tech stack for compliance and investment management
Delivers comprehensive marketing to help advisors attract clients
Apps and channels of Carson Group
its YouTube channel Carson Group has 4.02K subscribers and 30 videos.
Videos from Carson Group
The most watched videos on Carson Group's YouTube channel, Carson Group (4.02K subscribers). Click a video to play it here.
More on Carson Group.
Funding Insights of Carson Group
Carson Group has successfully raised a total of $217.01M across 2 strategic funding rounds. The most recent funding activity was a Series C round of $182.63 million completed in July 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $217.01M
- Total Rounds 2
- Last Round Series C — $182.63M
- First Round $34.38M
(Apr 2016)
- Investors Count 2
All 2 funding rounds of Carson Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2021 | $182.63M | Series C | $1B | Bain Capital | – |
| Apr 2016 | $34.38M | Series B | – | Long Ridge | – |
| Date | Valuation | Stage |
|---|---|---|
| Jul 2021 | $1B | •••••••• |
Full valuation and stage history of Carson Group
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Last known valuation $1B (Jan 2025). 2 investors in total: 2 institutional.
Investors in Carson Group
Carson Group has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Bain Capital and Long Ridge.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Debt and equity investments are pursued across multiple sectors. | 1984 | baincapital.com | Boston, United States | |
| long-ridge.com |
Investor details for Carson Group
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People of Carson Group
75 people are tracked at Carson Group (48 in leadership, 27 in team); the tracked headcount is 414.
| Name | Role | Group |
|---|---|---|
Ron Carson | Founder & CEO | Leadership |
Nick Engelbart | CFO | Leadership |
Teri Shepherd | President | Leadership |
Shelly Ritonya | Vice President, M&a Integrations | Leadership |
Bradley Lenz | Mergers And Acquisitions Director | Leadership |
Heather Randolph Carter | Chief Marketing Officer | Leadership |
Alex McHugh | Associate Vice President, Business Development | Leadership |
Benjamin Schriever | Associate Vice President, Mergers & Acquisitions | Leadership |
Janet Anderson | Coo, Carson Wealth | Leadership |
Erin Cox | Director, Events | Leadership |
Kristi Harrison | Vice President Of Business Development | Leadership |
Dan Marquis | Managing Director - Fp&a And Capital Markets | Leadership |
Barbara Mestic Meyer | Senior Vice President, Marketing Communications | Leadership |
Thomas Fridrich | Director, Wealth Planning | Leadership |
Nicole Jahn-Gruber | Content Director | Leadership |
Ben Mathis | Vp, IT Operations & Security | Leadership |
John Malloy | Associate Vice President - Business Development At Carson Group | Leadership |
Sonu Varghese | Vice President, Global Macro Strategist | Leadership |
Erin Wood Cfp® | Senior Vice President- Financial Planning & Advanced Solutions | Leadership |
Minna Burns | Senior Vice President, Consumer Marketing | Leadership |
55 more people are available in the full profile.
Complete people profiles for Carson Group
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Investments & Acquisitions by Carson Group
Carson Group has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Aveo Capital, Jackson Wealth Management and North Face Capital.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of financial planning and investment management services | jacksonwm.com | United States | 2008 | Jun 2026 | •••• | |
Offers financial planning, investment advice, and retirement services to clients. | shilanski.com | Anchorage, United States | 1999 | Sep 2025 | •••• | |
Diversified asset management is handled across various asset classes. | aveocapital.com | 2011 | Jul 2025 | •••• | ||
Investment and wealth management services are provided to clients. | sweetfinancial.com | Fairmont, United States | 1979 | Oct 2024 | •••• | |
Offering wealth management and retirement planning services | oakesonsteiner.com | Hastings, United States | 1994 | Dec 2023 | •••• | |
Financial advisory services are provided to clients by the firm. | shobe.com | Baton Rouge, United States | 1983 | Mar 2023 | •••• | |
Real estate properties are developed for commercial and residential sectors. | northfacecapital.co.za | Johannesburg, South Africa | 2015 | Dec 2022 | $200M | |
Provider of digital & inbound marketing, advertising, content creation, and web design services | mineral.is | Iceland | 2018 | Jul 2018 | •••• |
Complete acquisition details for Carson Group
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Timeline of Carson Group
12 dated milestones of Carson Group across 43 years, from founding to its latest funding, stage changes and deals.
- Founded Carson Group is founded.
- Funding First funding round of $34.4M.
- Acquisition Acquires mineral.is.
- Funding Latest funding round, Series C, of $182.6M.
- Milestone Reaches Unicorn status.
- Acquisition Acquires North Face Capital.
- Acquisition Acquires The Shobe Financial Group.
- Acquisition Acquires Oakeson Steiner.
- Acquisition Acquires Sweet Financial.
- Acquisition Acquires Aveo Capital.
- Acquisition Acquires Shilanski.
- Acquisition Acquires Jackson Wealth Management.
Web traffic of Carson Group
The website of Carson Group (carsongroup.com) receives about 60K visits a month and ranks #592,500 among all websites worldwide, #5,864 in Investing.
- Monthly visits60K
▲ 17.2% vs previous month
- Unique visitors18.8K
per month
- Global rank#592,500
among all websites
- Category rank#5,864
Finance · Investing
- Bounce rate44%
- Pages per visit2.7
- Average visit57 sec
- DevicesDesktop 49% · Mobile 51%
Websites whose visitors overlap most with Carson Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| carsonwealth.com | 100% | 37.9K | #637,256 | View details | |
| advisorengine.com | 94% | 151.7K | #212,071 | View details | |
| indigomarketingagency.com | 92% | #3,046,396 | View details | ||
| nitrogenwealth.com | 91% | 28.8K | #1,043,400 | View details | |
| commonwealth.com | 90% | 189.6K | #151,013 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 21 similar websites and full traffic analytics for Carson Group
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Carson Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Carson Group
Complete news archive for Carson Group
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Frequently Asked Questions about Carson Group
Carson Group was founded in 1983 and raised its 1st funding round 33 years after it was founded.
Carson Group is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
Ron Carson is the CEO of Carson Group, as recorded in our data. They have also founded this company.
Carson Group is a funded company, having raised a total of $217.01M across 2 funding rounds to date. The company's 1st funding round was a Series B of $34.38M, raised on Apr 2016.
Carson Group has 414 employees.
Carson Group was founded in 1983 in Omaha, United States, within the financial services sector. Practice management software is supplied to advisors, encompassing tools for wealth management, coaching, marketing, investment outsourcing, compliance, succession planning, professional support, integration, and reporting. Consulting services are extended to assist in building and developing advisory firms, with operations centered in the United States.
Carson Group offers Carson Coaching, Technology Platform, and Marketing Support.
Carson Group has made 8 acquisitions, including Aveo Capital, Jackson Wealth Management, and North Face Capital.
Carson Group has 2 investors. Key investors include Bain Capital, and Long Ridge.
The valuation of Carson Group is $1B as of Jan 2025.
Carson Group operates through Cwm, Llc.