Carson Group provides market-leading wealth management tools and services to financial advisors and direct clients. Carson’s flagship partner program offers an integrated technology platform for advisors, offering services including asset management, research, marketing, and compliance. Carson also runs a nationally recognized registered investment advisor for retail clients and offers expert coaching, practice management, and national conferences to advisors.
Carson Group
Visit SiteDescription
Wealth Management Technology and Services for Advisors and Clients
Investment Date
April 2016
Location
Omaha, Nebraska
Status
Exited, 2021
Sector(s)
Asset & Wealth Management, Financial Technology, Innovative Services
Long Ridge Team