C
Carson Wealth Management Group
Personalized Wealth Management | Carson Wealth
About Carson Wealth Management Group
Carson Wealth is a financial advisory firm that specializes in providing personalized financial planning and wealth management services. The company serves a diverse range of clients, including individuals, families, and businesses, helping them achieve their financial goals through a holistic approach. Operating in the financial services market, Carson Wealth offers customized financial plans that cover every aspect of a client's financial picture, from retirement savings to investment strategies. The business model revolves around building long-term, high-trust relationships with clients, ensuring transparency in advisor fees, and delivering consistent, personalized services. Carson Wealth generates revenue through advisory fees, which are clearly communicated to clients. The firm also invests in developing proprietary tools and processes to enhance service delivery and maintains a strong focus on mentoring finance professionals through internships and career development programs.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 1983
- Headquarters
- Omaha, United States
- Employees
- 338
- Open positions
- None listed
- Dealroom signal
- 85.3/100
- Industry
- Fintech
- Sub-industry
- Financial Management Solutions, Wealth Management
- Sector
- Fintech, Wealth Management, mature company
- Client focus
- b2b
- Investment activity
- 4 companies, latest Jul 2026
- Capital deployed
- —
- Preferred round
- ACQUISITION
Latest news
Press, funding announcements and product moves mentioning Carson Wealth Management Group.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| MERGER✓Other financing | Jan 2021 | $0 | — | Strategic Wealth Partners | — |
| LATE VC✓Equity / VC | May 2016 | $35M | $140M | Long Ridge Equity Partners | — |
Growth signals
Latest recorded traffic for Carson Wealth Management Group is 22K monthly website visits, up 46.7% over the last three months. Carson Wealth Management Group's team grew 107.4% over the past year.
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Investments and acquisitions
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later1 investor entered at this stage
Long Ridge Equity Partners
Other known investors2 additional known investors
- Strategic Wealth Partners
Steve Lockshin
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Carson Wealth Management Group on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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