Carson Group

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.

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Carson Group
  • Description –  
    Wealth Management Technology and Services for Advisors and Clients
  • Investment Date –  
    April 2016
  • Location – Omaha, Nebraska
  • Sector(s) –  
    Wealth / Asset Management
  • Long Ridge Team –