Carson Group has raised a total of $217 million in equity funding to date, with the most recent being a $183 million Series C round in July 2021 led by Bain Capital at a $1 billion valuation. Founded in 1983, Carson Group provides practice-management software and consulting services for financial advisors. This funding is geared towards accelerating technology development, bolstering advisory-firm coaching and succession planning services, and expanding its platform for wealth-management and investment-outsourcing capabilities.