About Carson Wealth
Carson Wealth is a company based in Omaha (United States) founded in 1983.. Carson Wealth has raised $35 million across 1 funding round from investors including Long Ridge. Carson Wealth has completed 3 acquisitions, including Ovation Wealth Advisors, Wamboltwealth and White Ember. Carson Wealth offers products and services including Financial Planning and Retirement Planning.
- Headquarter Omaha, United States
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Phone
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Website
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Social
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- Legal Name Cwm, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$35 M (USD)
in 1 rounds
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Latest Funding Round
$35 M (USD), Private Equity Round
May 24, 2016
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Ovation Wealth Advisors
& 2 more
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Products & Services of Carson Wealth
Carson Wealth offers a comprehensive portfolio of products and services, including Financial Planning and Retirement Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Comprehensive financial plans are developed to address clients' overall financial pictures and goals
Retirement strategies are formulated to help clients prepare for and manage their retirement needs
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Funding Insights of Carson Wealth
Carson Wealth has successfully raised a total of $35M through 1 strategic funding round. The most recent funding activity was a Private Equity Round round of $35 million completed in May 2016. 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 Total Funding
- Total Rounds 1
- Last Round Private Equity Round — $35.0M
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First Round
First Round
(24 May 2016)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| May, 2016 | Amount | Private Equity Round - Carson Wealth | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Carson Wealth
Carson Wealth has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Long Ridge. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Carson Wealth
Carson Wealth has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Ovation Wealth Advisors, Wamboltwealth and White Ember. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment management services are offered by Ovation Wealth Advisors.
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2020 | ||||
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Provider of wealth management services
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2015 | ||||
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Provider of financial advisory services
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1987 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Carson Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Carson Wealth Comparisons
Competitors of Carson Wealth
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Carson Wealth
When was Carson Wealth founded?
Carson Wealth was founded in 1983 and raised its 1st funding round 33 years after it was founded.
Where is Carson Wealth located?
Carson Wealth is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
Is Carson Wealth a funded company?
Carson Wealth is a funded company, having raised a total of $35M across 1 funding round to date. The company's 1st funding round was a Private Equity Round of $35M, raised on May 24, 2016.
What does Carson Wealth do?
Carson Wealth was founded in 1983 in Omaha, United States. Operations are conducted in the financial services sector, with a focus on wealth management. Investment advisory, financial planning, and retirement services are offered to clients through personalized strategies. The firm maintains its headquarters in Omaha, serving clients nationwide via the domain carsonwealth.com. Core activities emphasize portfolio management and estate planning support.
What products or services does Carson Wealth offer?
Carson Wealth offers Financial Planning and Retirement Planning.
How many acquisitions has Carson Wealth made?
Carson Wealth has made 3 acquisitions, including Ovation Wealth Advisors, Wamboltwealth, and White Ember.
Who are Carson Wealth's investors?
Carson Wealth has 1 investor. Key investors include Long Ridge.