Carson Group
About Carson Group
Carson Group is a financial services firm that acts as a comprehensive partner for financial advisors, providing heavy-lifting support in technology, compliance, marketing, and investment management to help advisors grow their practices and increase client impact. It operates as an RIA and partner network offering coaching, operations support, and access to an integrated suite of resources, including technology, compliance, marketing, and investment platforms. Headquartered in Omaha, Nebraska, Carson Group emphasizes freedom for advisors to focus on client relationships while the firm handles the backend complexity. The company also fosters a community for advisors through coaching, events, and partnership opportunities.
Recent News
Exclusive: Zocks Raises $45M Series B From Lightspeed, QED For AI Assistant To Financial Advisers
Could Bain Capital’s Perpetual Deal Lead to Larger Participation in US Wealth Management?
Morgan Stanley Drops 'Run It Hot' Roadmap
Zocks Closes $45M Series B to Accelerate AI-Powered Automation for Financial Advisors
Wall Street’s Fear Gauge Just Flashed an Unusual Signal that Could Carry the S&P 500 to 7,400 Within Months
People Moves: Raymond James Appoints New COO for Private Client Group
U.S. Stocks Slip 4‑5% as Iran War Tests Market Resilience
Osaic Raising Capital with Bain a Likely Investor
The Wealthtech Map Is About to Look Very Different
Recent Deals
No recent deals for this company.