Carson Group
Financials
Estimates*
USD | 2017 |
---|---|
Revenues | 71.3m |
Date | Investors | Amount | Round |
---|---|---|---|
- | N/A | - | |
N/A Valuation: $1.0b | Growth Equity VC | ||
Total Funding | - |
Related Content
Recent News about Carson Group
EditCarson Group operates as a Registered Investment Advisor (RIA) and provides a robust platform designed to support financial advisors. The company offers a range of services including technology solutions, compliance assistance, marketing strategies, and investment management. Carson Group serves financial advisors who are looking to grow their practices without the administrative burdens of running a firm. The company operates in the financial advisory market, targeting independent advisors and firms seeking growth and operational efficiency. Carson Group's business model includes offering various partnership options such as minority investments, full acquisitions, and support for independent practices. The company generates revenue through service fees, partnership agreements, and investment management fees.
Keywords: Financial Advisors, RIA, Technology Solutions, Compliance, Marketing, Investment Management, Growth Support, Partnership, Revenue Model, Operational Efficiency.