Carson Wealth Management Group logo

Carson Wealth Management Group

Recent Finacing

Equity

Recent Raise

$35M

Carson Group Holdings operates wealth management and advisor-support services—via Carson Wealth and Peak Advisor Alliance—providing financial planning, investment management, advisor solutions and technology for advisors and high-net-worth clients.

Founded 1983
Nebraska, United States
101-250
Private
carsonwealth.com

Highlights

Focus Areas

Banking
Finance
Financial Services
Professional Services
Wealth Management

Recent Investors

Long Ridge Equity Partners logo

Financials

$35M

Total Raised

1

Funding round

1

Investor