Carson Group
Founded Year
1983Stage
Private Equity - II | AliveTotal Raised
$217.01MValuation
$0000Last Raised
$182.63M | 3 yrs agoAbout Carson Group
Carson Group is a comprehensive platform for financial advisors, operating in the financial services industry. The company provides a suite of services including technology solutions, compliance support, operations management, investment strategies, and human resources support, all designed to help advisors run their businesses more efficiently. Carson Group also offers growth-oriented services such as marketing assistance, mergers and acquisitions support, financial planning tools, and business coaching, aimed at helping advisors expand their businesses and client impact. It was founded in 1983 and is based in Lincoln, Nebraska.
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Expert Collections containing Carson Group
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Carson Group is included in 1 Expert Collection, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
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Latest Carson Group News
Oct 22, 2024
October 22, 2024 at 7:26AM EDT Ryan Detrick, chief market strategist of Carson Group, joins us and gives his thoughts on why October tends to be weaker in the election year. TORONTO — A new report says many Canadian business leaders are worried about economic uncertainties related to the looming U.S. election. The survey by KPMG in Canada of 735 small- and medium-sized businesses says 87 per cent fear the Canadian economy could become “collateral damage” from American protectionist policies that lead to less favourable trade deals and increased tariffs It says that due to those concerns, 85 per cent of business leaders in Canada polled are reviewing their business strategies to prepare for a change in leadership. The concerns are primarily being felt by larger Canadian companies and sectors that are highly integrated with the U.S. economy, such as manufacturing, automotive, transportation and warehousing, energy and natural resources, as well as technology, media and telecommunications. Shaira Nanji, a KPMG Law partner in its tax practice, says the prospect of further changes to economic and trade policies in the U.S. means some Canadian firms will need to look for ways to mitigate added costs and take advantage of potential trade relief provisions to remain competitive. Both presidential candidates have campaigned on protectionist policies that could cause uncertainty for Canadian trade, and whoever takes the White House will be in charge during the review of the United States-Mexico-Canada Agreement in 2026. This report by The Canadian Press was first published Oct. 22, 2024.
Carson Group Frequently Asked Questions (FAQ)
When was Carson Group founded?
Carson Group was founded in 1983.
Where is Carson Group's headquarters?
Carson Group's headquarters is located at 14600 Branch Street, Lincoln.
What is Carson Group's latest funding round?
Carson Group's latest funding round is Private Equity - II.
How much did Carson Group raise?
Carson Group raised a total of $217.01M.
Who are the investors of Carson Group?
Investors of Carson Group include Long Ridge Equity Partners and Bain Capital.
Who are Carson Group's competitors?
Competitors of Carson Group include Advisor Successions and 7 more.
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Compare Carson Group to Competitors
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