About Carson Group
Carson Group is a company based in Omaha (United States) founded in 1983. Carson Group has raised $217.01 million across 2 funding rounds from investors including Bain Capital and Long Ridge. Carson Group has completed 8 acquisitions, including Aveo Capital, Jackson Wealth Management and North Face Capital. Carson Group offers products and services including Carson Coaching, Technology Platform, and Marketing Support.
- Headquarter Omaha, United States
- Stage Unicorn
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Cwm, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$217.01 M (USD)
in 2 rounds
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Latest Funding Round
$182.63 M (USD), Series C
Jul 13, 2021
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Investors
Bain Capital
& 1 more
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Employee Count
Not available
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Investments & Acquisitions
Aveo Capital
& 7 more
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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
People of Carson Group
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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.
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 |
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Debt and equity investments are pursued across multiple sectors.
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Locked | Locked | Locked | |
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Locked | Locked | Locked |
Investor details 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.
Investment portfolio details for Carson Group
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of digital & inbound marketing, advertising, content creation, and web design services
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Locked | Locked | 2018 | Locked | |
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Real estate properties are developed for commercial and residential sectors.
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Locked | Locked | 2015 | Locked | |
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Diversified asset management is handled across various asset classes.
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Locked | Locked | 2011 | Locked |
Complete acquisition details for Carson Group
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- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Carson Group
Detailed financials for Carson Group
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Carson Group Comparisons
Peer comparison for Carson Group
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Competitors of Carson Group
Detailed competitors of Carson Group
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Latest news on 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.
Carson Group is a funded company, having raised a total of $217.01M across 2 funding rounds to date.
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 Jul 2021.