Carson Wealth Management Group Overview

  • Founded
  • 1983
Founded
  • Status
  • Private
  • Employees
  • 1,200
Employees
  • Latest Deal Type
  • 2ndary - Private
  • Financing Rounds
  • 2
  • Investments
  • 9

Carson Wealth Management Group General Information

Description

Provider of wealth management tools and services intended for financial advisors and direct clients. The company offers various services also include financial planning, estate planning, tax planning, business planning, retirement planning, investment management and private client services to advisors, offering services including asset management, research, marketing and compliance.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 14600 Branch Street
  • Omaha, NE 68154
  • United States
+1 (888) 000-0000
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Carson Wealth Management Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Carson Wealth Management Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management tools and services intended for financial advisors and direct clients. The company offers
Asset Management
Omaha, NE
1,200 As of 2021
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00 0000-00-00
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00000 0000000000
Wayne, PA
00 As of 0000
000000&0

00000000

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00000 0000000000
Overland Park, KS
000 As of 0000
000000000 00
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Carson Wealth Management Group Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Radnor Financial Advisors Corporate Backed or Acquired Wayne, PA 00 000000&0
00000000 00000000 Private Equity-Backed Overland Park, KS 000 000000000 00
000 000 0000000000 Corporate Backed or Acquired Los Angeles, CA 00 000000&0
000000000 00000000 Private Equity-Backed Chicago, IL 000 00.000 000000000 00.000
0000 000000000 000 Private Equity-Backed San Diego, CA 00 0000000 0000
You’re viewing 5 of 9 competitors. Get the full list »

Carson Wealth Management Group Executive Team (16)

Name Title Board Seat Contact Info
Ronald Carson Founder, Chief Executive Officer & Financial Advisor
Aaron Schaben President
Lantz Huntz Senior Vice President, Operations & Chief Operations Officer
Nancy Caton Managing Director
Paul West Managing Partner
You’re viewing 5 of 16 executive team members. Get the full list »

Carson Wealth Management Group Board Members (5)

Name Representing Role Since
00000 00000 Long Ridge Equity Partners Board Member 000 0000
00000 00000 Long Ridge Equity Partners Board Member 000 0000
000000 00000000 Self Board Member 000 0000
You’re viewing 3 of 5 board members. Get the full list »

Carson Wealth Management Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Carson Wealth Management Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Carson Wealth Management Group Investments & Acquisitions (9)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 000000 0 19-Jan-2021 000000000000000000 Other Financial Services 000000 000000
000000 000000 0000 13-Jan-2021 0000000000 Asset Management
000000 000000 0000 11-Oct-2016 00 000000000000000 0000 Asset Management
0000000 30-May-2016 000000000 00000000 Asset Management
Gilead Sciences 01-Dec-2015 PIPE 00.000 Pharmaceuticals
You’re viewing 5 of 9 investments and acquisitions. Get the full list »

Carson Wealth Management Group Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 00000 00000 16-Dec-1999 00000 00000 00 00000 Completed
  • 6 buyers
Oxygen Media Group Early Stage VC Completed
  • 4 buyers
To view Carson Wealth Management Group’s complete exits history, request access »