Carson Group

Carson Group

Comprehensive support platform for financial advisors, offering tech, compliance, marketing, and investment management solutions.

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DateInvestorsAmountRound
-investor

€0.0

round

N/A

Valuation: $1.0b

Growth Equity VC
Total Funding000k

Financials

Estimates*

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Revenues, earnings & profits over time
USD2017
Revenues0000
EBITDA0000
Profit0000
EV0000
EV / revenue00.0x
EV / EBITDA00.0x
R&D budget0000

Source: Company filings or news article

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More about Carson Group
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Carson Group operates as a Registered Investment Advisor (RIA) and provides a robust platform designed to support financial advisors. The company offers a range of services including technology solutions, compliance assistance, marketing strategies, and investment management. Carson Group serves financial advisors who are looking to grow their practices without the administrative burdens of running a firm. The company operates in the financial advisory market, targeting independent advisors and firms seeking growth and operational efficiency. Carson Group's business model includes offering various partnership options such as minority investments, full acquisitions, and support for independent practices. The company generates revenue through service fees, partnership agreements, and investment management fees.

Keywords: Financial Advisors, RIA, Technology Solutions, Compliance, Marketing, Investment Management, Growth Support, Partnership, Revenue Model, Operational Efficiency.

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Tech stack

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Investments by Carson Group

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Mineral Agency
ACQUISITION by Carson Group Jul 2018
Strategic Wealth Partners
ACQUISITION by Carson Group Jan 2021
Northface Capital Holdings
ACQUISITION by Carson Group Dec 2022
The Shobe Financial Group
ACQUISITION by Carson Group Mar 2023
Northwest Capital Management
ACQUISITION by Carson Group Jun 2023
Sweet Financial Partners
ACQUISITION by Carson Group Oct 2024
Taylor Financial Group
ACQUISITION by Carson Group Jan 2025
Wambolt & Associates
ACQUISITION by Carson Group Jun 2025
Aveo Capital
ACQUISITION by Carson Group Jul 2025