About Ovation Wealth Advisors
Ovation Wealth Advisors is a Financial Services company based in Omaha (United States) founded in 2020, and was acquired by Carson Wealth in November 2024. Investment management services are offered by Ovation Wealth Advisors. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Ovation Wealth Advisors was founded in 2020 and is located in Omaha, United States. Investment management services are delivered within the financial sector, focusing on wealth advisory for clients. Portfolio oversight and strategic planning are handled across various assets. Operations remain centered in the Midwest region, supporting individual and institutional investors with tailored financial strategies. The firm maintains a presence through its domain, ovationadvisors.com.
- Headquarters Omaha, United States
- Stage Acquired
- SectorsFinancial Services
- Website ovationadvisors.com
- Social LinkedIn YouTube
- Acquired by Carson Wealth (Nov 2024)
- Investors
- Acquired byCarson Wealth
(Nov 2024)
Apps and channels of Ovation Wealth Advisors
its YouTube channel Carson Wealth has 693 subscribers and 30 videos.
Videos from Ovation Wealth Advisors
The most watched videos on Ovation Wealth Advisors's YouTube channel, Carson Wealth (693 subscribers). Click a video to play it here.
More on Carson Wealth.
Investors in Ovation Wealth Advisors
Ovation Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Carson Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to individuals and families. | 1983 | carsonwealth.com | Omaha, United States |
Investor details for Ovation Wealth Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Ovation Wealth Advisors
2 dated milestones of Ovation Wealth Advisors across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Ovation Wealth Advisors is founded.
- Exit Acquired by Carson Wealth.
Competitors of Ovation Wealth Advisors
Ovation Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Ovation Wealth Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Ovation Wealth Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Ovation Wealth Advisors
Complete news archive for Ovation Wealth Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Ovation Wealth Advisors
Ovation Wealth Advisors was founded in 2020.
Ovation Wealth Advisors is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
Ovation Wealth Advisors was founded in 2020 and is located in Omaha, United States. Investment management services are delivered within the financial sector, focusing on wealth advisory for clients. Portfolio oversight and strategic planning are handled across various assets. Operations remain centered in the Midwest region, supporting individual and institutional investors with tailored financial strategies. The firm maintains a presence through its domain, ovationadvisors.com.
Ovation Wealth Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Ovation Wealth Advisors has 1 investor. Key investors include Carson Wealth.
Yes. Ovation Wealth Advisors was acquired by Carson Wealth in November 2024.