Company profile

Carson Group

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.

Back to profiles

Quick facts

Total funding: $217 million
Valuation: $1 billion
Founded: 1983

Notable investors

Bain Capital at a $1 billion valuation

Reach buyers like Carson Group on TexAu

TexAu helps go-to-market teams find, enrich, and reach companies that match this profile. Pick the path that fits how you work.

Find companies like Carson Group
Build a list by industry, headcount, funding stage, or technographics. Get verified emails and direct dials.
Start a free workspace
Enrich your CRM with company data
Push funding, headcount, hiring signals, and tech stack into HubSpot, Salesforce, or a spreadsheet. Waterfall enrichment.
See how the waterfall works
Run it on a schedule
Refresh the list weekly, score new accounts as they land, and push the ones that fit to Smartlead, Instantly, Lemlist, HeyReach, or Apollo Sequences.
See how schedulers work

Reach buyers like Carson Group.

The 14-day trial ships every feature, no card required.

Start free →