Carson Group - About the company
Carson Group is a series C company based in Omaha (United States), founded in 1983 by Ron Carson. It operates as a Provider of practice management software for financial advisors. Carson Group has raised $217M in funding from Bain Capital and Long Ridge, with a current valuation of $1B. The company has 1354 active competitors, including 107 funded and 233 that have exited. Its top competitors include companies like Delta Capita, EY and CrossBoundary.
Sectors and market segments that Carson Group operate in
Carson Group serves in the Financial Services market segments.The primary business model of Carson Group is:Company Details
Provider of practice management software for financial advisors. It offers solutions for wealth management, coaching, marketing, investment outsourcing, compliance, succession planning, professional supporting, integration and reporting, etc. It also offers consulting services to build and develop advisory firms.
- Website
- carsongroup.com
- Social
- Email ID
- *****@carsongroup.com
- Phone Number
- +1 **********
- Registered Address
- Stilwell, Oklahoma
Key Metrics
Founded Year
1983
Location
Omaha, United States
Stage
Series C
Total Funding
$217M in 2 rounds
Latest Funding Round
Post Money Valuation
$1B as on Jan 01, 2025
Investors
Ranked
9th among 1354 active competitors
Employee Count
413 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Legal entities associated with Carson Group
Carson Group is associated with 3 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
CARSON FINANCIAL HOLDING COMPANY, INC. CIN: 731531711 , United States, Active | Dec 31, 1999 | - | 64 (As on Dec 31, 2024) | - |
CARSON GROUP, INC. CIN: 470846321 , United States, Active | Dec 31, 1999 | - | 217 (As on Dec 31, 2019) | - |
CWM, INC CIN: 431810493 , United States, Active | Dec 31, 1999 | - | 4 (As on Dec 31, 2024) | - |
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Carson Group's funding and investors
Carson Group has raised a total funding of $217M over 2 rounds. Its first funding round was on Apr 01, 2016. Its latest funding round was a Series C round on Jul 13, 2021 for $183M. 1 investor participated in its latest round. Carson Group has 2 institutional investors.
Here is the list of recent funding rounds of Carson Group:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 13, 2021 | $183M | Series C | $1B | - | - | |
Apr 01, 2016 | $34.4M | Series B | - | - | - |
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Carson Group's founders and board of directors
Founder? Claim ProfileThe founders of Carson Group is Ron Carson. Ron Carson is the CEO of Carson Group.
Here are the details of Carson Group's key team members:
- Ron Carson: Founder & CEO of Carson Group. They are also an angel investor in 4 startups and serve on the board of 1 company.
View details of Carson Group's Founder profiles and Board Members
Carson Group's employee count trend
Carson Group has 413 employees as of Aug 26. Here is Carson Group's employee count trend over the years:
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Carson Group's Competitors and alternates
Top competitors of Carson Group include Delta Capita, EY and CrossBoundary. Here is the list of Top 10 competitors of Carson Group, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Delta Capita 2010, London (United Kingdom), Acquired | Provider of consulting, managed services, and technology solutions for financial services | $90.2M | 77/100 | |
2nd |  EY 1989, London (United Kingdom), Funding Raised | Provider of professional services including assurance, consulting, strategy, transactions, and tax advisory | - | 73/100 | |
3rd | CrossBoundary 2011, Nairobi (Kenya), Series C | Provider of investment advisory and asset management services | $158M | 68/100 | |
4th |  The Tifin Group 2018, New York City (United States), Series D | AI-enabled financial planning and advisory solutions for individuals | $222M | 66/100 | |
5th | Industrial investment firm actively managing portfolio companies with growth and dividend potential | - | 64/100 | ||
6th | Encore Capital 1953, San Diego (United States), Public | Provider of debt portfolio acquisition and servicing solutions | - | 64/100 | |
7th |  Uniqus 2022, San Jose (United States), Series C | Provider of accounting, reporting, governance, risk, compliance, sustainability, and technology consulting services | $42.5M | 64/100 | |
8th | Trading platform for multi-assets | - | - | 63/100 | |
9th | Carson Group 1983, Omaha (United States), Series C | Provider of practice management software for financial advisors | $217M | 63/100 | |
10th | Berkeley Research Group 2010, Emeryville (United States), Acquired | Global consulting firm delivering intelligence and insights for complex business challenges | $92M | 62/100 |
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Carson Group's Investments and acquisitions
Carson Group has not made any investments yet. Carson Group has made 15 acquisitions.Here is the list of latest three $acquisitions:
Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Sep 14, 2026 | Acquisition | 2001 | Westlake (United States) | |
Jul 08, 2026 | Acquisition | 2018 | Covington (United States) | |
Jun 06, 2026 | Acquisition | 2008 |
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Reports related to Carson Group
Here is the latest report on Carson Group's sector:
News related to Carson Group
Filter this listMedia has covered Carson Group for a total of 35 events in the last 1 year, 9 of them have been about company updates and 3 about partnerships.
•
Carson Group Acquires Elios Financial Group, Reaching 50 Integrated OfficesGlobeNewswire•Sep 14, 2026•Carson Group, Elios Financial Services
•
Carson Group Welcomes Kurt Mattson and Yari Capital to its Independent Advisor ChannelGlobeNewswire•Aug 20, 2026•Carson Group
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Carson Group Partners with Doyle and Loughman Wealth ManagementGlobeNewswire•Jul 29, 2026•Doyle, Carson Group
•
Carson Group Launches Equity Program for Advisors and Team MembersGlobeNewswire•Jul 20, 2026•Carson Group
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Carson Group Acquires FFR Wealth Team, Expanding Northern Kentucky PresenceGlobeNewswire•Jul 07, 2026•Carson Group
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Carson Group Acquires Ted Swenson's Practice, Expanding Integrated Office NetworkGlobeNewswire•Jun 30, 2026•Carson Group
•
Carson Group Acquires Jackson Wealth Management to Expand Services and GrowthGlobeNewswire•Jun 05, 2026•Jackson Wealth Management, Carson Group
•
Carson Group Welcomes Tungsten Wealth Management to Independent Advisor ChannelGlobeNewswire•May 28, 2026•Carson Group
•
Carson Group Integrates Meikle Financial Group as Carson Wealth OfficeGlobeNewswire•May 19, 2026•Carson Group
•
Carson Group Acquires Harbor Wealth Management, Expanding Presence in Great Lakes RegionGlobeNewswire•Apr 28, 2026•Carson Group, Harbor Wealth
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