How Much Did Carson Group Raise? Headquarters, Funding & Key Investors

Carson Group has raised a total of $217 million in equity funding to date, with the most recent being a $183 million Series C round in July 2021 led by Bain Capital at a $1 billion valuation. Founded in 1983, Carson Group provides practice-management software and consulting services for financial advisors. This funding is geared towards accelerating technology development, bolstering advisory-firm coaching and succession planning services, and expanding its platform for wealth-management and investment-outsourcing capabilities.

How Much Did Carson Group Raise? Funding & Key Investors

Carson Group, founded in 1983, is an Omaha-based (United States) investment-services and wealth-tech firm. It provides practice-management software and consulting solutions to financial advisors, including technology adoption, marketing, investment outsourcing, compliance, and succession planning. Carson Group enables advisors to scale operations, optimize workflows, and enhance client services through its platform. The company focuses on combining technology and professional support to strengthen advisory practices, drive operational efficiency, and deliver strategic growth opportunities nationwide.

What Is Carson Group and What Does It Do?

Carson Group, founded in 1983 by Ron Carson, is an Omaha-based (United States) services firm for the investment industry. The company develops and offers a suite of practice-management software and consulting solutions covering wealth management, marketing, investment outsourcing, compliance, succession planning and reporting, and professional support for advisory firms.

Carson Group employs between 51-100 people (64 employees as of December 2024) and serves financial-advisor clients through its platform, enabling advisors to scale operations, adopt technology, and outsource key functions.

How Much Funding Has Carson Group Raised?

1. Series B

Amount Raised: $34.4 M
Date: April 2016
Lead Investors: Long Ridge
Motivation: Expand service offering and advisor-platform growth.

2. Series C

Amount Raised: $183 M
Date: July 2021
Lead Investors: Bain Capital
Motivation: Accelerate technology development, acquisitions, and scale operations.

Total Funding Raised: $217 Million

Current Valuation: $1 Billion (as of July 2021)

Latest Funding Date: July 2021

Key Investors

1. Bain Capital

Details: Global investment firm that led the $183 M Series C round in July 2021
Investment Focus Areas: Growth-stage companies in technology, financial services, infrastructure.
Notable Investments: Carson Group, Acorns, SquareTrade, others.

2. Long Ridge Equity Partners

Details: Private equity firm that invested in Carson Group’s growth (Series B).
Investment Focus Areas: Technology-enabled services firms, business-software platforms, wealth-tech.
Notable Investments: Carson Group and other financial-services/technology companies.

Where Is Carson Group’s Headquarters?

Carson Group is headquartered in Omaha, Nebraska, United States. Being situated in Omaha offers access to a strong network of financial-advisor practices, mid-western business cost advantages, and proximity to the heartland of U.S. wealth-management firms. This location supports the company’s advisory-platform model through regional talent, scaling operations with lower overhead, and focusing on nationwide advisor networks.

What’s Next for Carson Group?

Carson Group is expected to leverage its funding and platform to deepen its technology stack (including analytics, automation and reporting), expand its advisory-firm network through acquisitions and partnerships, and enhance its coaching and succession-planning services.

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