Company profile: Carson Group
1.1 - Company Overview
Company description
- Provider of comprehensive financial planning support (tax, estate, trust, insurance); an investment platform with expert advice; full compliance, marketing, M&A, coaching and partnership support; and a curated tech stack for financial advisors, plus straightforward financial advice for investors through Carson Wealth, Carson Group Coaching, and Carson Group Partners.
Products and services
- Investment Platform: Supplies an expert-managed investments platform supporting financial advisors with straightforward guidance for the investing public and managed investment access
- Financial Planning Support: Delivers comprehensive planning that includes tax planning, estate planning, trust services, and insurance for client strategies executed by advisor firms
- Compliance Support: Offers full compliance support to financial advisors, ensuring regulatory requirements are met across firm operations and client service processes
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Carson Group
Infrata
HQ: United Kingdom
Website
- Description: Provider of independent technical, commercial, demand and ESG advisory services to lenders, investors and sponsors of infrastructure projects worldwide. Offerings include due diligence and lenders’ technical advisory, strategic and commercial planning across the investment lifecycle, market and traffic analysis to evaluate revenue potential, and airport non‑aeronautical revenue forecasting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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National Retirement Services
HQ: United States
Website
- Description: Provider of administration and processing solutions for employee benefit plans and charitable programs, with trust administration and custom solutions for nonprofit organizations, retirement plans, and investment managers. Through subsidiary Global Trust Company, offers fiduciary services for collective investment trusts and other products.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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RoboAdvisors
HQ: United Kingdom
Website
- Description: Provider of a robo advisor comparison service helping visitors choose the best robo advisor for their unique requirements, delivered via an easy-to-use platform with ambitions to become the leading global comparison site and set the industry standard.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Money Matters North East
HQ: United Kingdom
Website
- Description: Provider of private wealth management services in the UK.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Money Matters North East company profile →
GWM
HQ: France
Website
- Description: Provider of wealth and asset management services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full GWM company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Carson Group
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Carson Group
2.2 - Growth funds investing in similar companies to Carson Group
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4 - Top valuation comps for Carson Group
4.2 - Public trading comparable groups for Carson Group
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