Carson Group Valuation, Funding & Investors

Acclime is a Singapore-headquartered corporate services provider operating in 10 Asian markets including China, Vietnam, and Indonesia. It assists foreign investors with company formation, tax compliance, accounting, and visa services. Supporting over 5,000 clients, Acclime facilitates market entry for multinationals like Unilever.

EcoVadis is a sustainability assessment platform rating business practices for global supply chains. Paris-headquartered since 2007, it evaluates suppliers on environment, labor, ethics, and sustainable procurement using standardized scorecards. EcoVadis serves clients like Google, Apple, and Renault, covering 200,000 companies across 175 countries with sector-specific benchmarks.

Farther is a New York-headquartered wealth management firm founded in 2019 that integrates financial advisors with proprietary technology platforms. It serves high-net-worth professionals through holistic services covering investments, tax strategies, and estate planning. Advisors leverage analytics tools for customized recommendations, backed by investments from Sequoia Capital and other prominent venture firms. Farther operates nationwide with a focus on efficiency and personalized elite experiences for complex financial needs.

Pigment is a Paris-headquartered business planning platform processing real-time data from ERP, CRM, and HR systems for dynamic forecasting. Launched in 2019, it enables scenario modeling, financial consolidation, and workforce planning through gopigment.com for enterprises like Unilever and Merck.

SmartAsset is a financial content and advisor matching platform. It operates SmartAdvisor to connect consumers with advisors alongside educational tools and calculators. New York-headquartered and ranked on Inc. 5000, SmartAsset empowers personal finance decisions and earned recognition from Y Combinator and Forbes.

Sutherland is a Rochester, New York-headquartered provider of customer experience and business process services. It delivers analytics-driven solutions for contact centers, back-office automation, and digital transformation using AI platforms. The firm supports banking, healthcare, and retail clients through delivery centers in India, the Philippines, and Eastern Europe.

Touzhijia.com is a Shanghai-based online wealth management platform offering P2P lending and investment services. Users access fixed-income products, insurance-linked plans, and private equity opportunities through its app and website. The platform emphasizes risk assessment tools and regulatory compliance to connect individual investors with borrowing enterprises across China.

Vise is a New York-headquartered fintech company founded in 2016 automating investment management for financial advisors via AI. Its platform handles personalized portfolio construction, rebalancing, tax optimization, and client reporting, allowing advisors to prioritize relationship-building while serving clients with customized strategies across asset classes.

Zopa is a London-headquartered digital bank offering personal loans, credit cards, savings accounts, and credit score monitoring through its mobile app. Founded in 2005 as the world's first peer-to-peer lending service, it matches lenders and borrowers while spreading risks across portfolios. Zopa transitioned to a full banking license in 2020, holding over £7 billion in deposits. The platform enforces automated repayments and provides tools for financial planning.

Canaccord Genuity Group Inc is an independent, full-service financial services firm. The company’s segment reporting is based on the following operating segments: Canaccord Genuity Capital Markets, Canaccord Genuity Wealth Management, and Corporate and Other. It generates revenue by providing value to its individual, institutional, and corporate clients through comprehensive investment solutions, brokerage services, and investment banking services. Maximum revenue is generated from the Canaccord Genuity Wealth Management segment, which provides brokerage services and investment advice to retail or institutional clients in Canada, the United States, Australia, and the UK & Crown dependencies. Geographically, the group derives maximum revenue from its business in Canada.

goFARM Australia is a Sydney-based agricultural investment advisory firm guiding institutional and high-net-worth clients through farmland acquisitions and management. Services encompass strategy design, due diligence, asset repositioning, financial modeling, and operational oversight for properties spanning 50,000 hectares across New South Wales and Queensland, emphasizing sustainable cropping and livestock operations.

State-owned engineering consultancy providing consulting, project management and rolling stock services for railways, highways, metros, airports and ports, in India and overseas. Based in Gurugram.

Clarivate Plc is a British-American information services and analytics company, headquartered in Philadelphia and London, that sells subscription data, analytics and workflow software to academia, government, intellectual property owners and life sciences companies. It formed in 2016 when Thomson Reuters sold its Intellectual Property and Science division to Onex and Baring Private Equity Asia, and it listed on the NYSE in 2019 through a merger with Churchill Capital Corp. Its products include Web of Science, ProQuest, Ex Libris, Derwent, CompuMark and Cortellis. It acquired CPA Global, an IP management software and services provider with about $575 million of revenue and 12,000 customers, in an all-stock deal valued at about $6.8 billion that closed in October 2020. For 2025 revenue was $2.46 billion, 88% of it recurring, with a net loss of $201.1 million and adjusted EBITDA of $1.00 billion. In 2026 it agreed to sell its Life Sciences & Healthcare segment to Altaris for $600 million, leaving Academia & Government and Intellectual Property as its two segments. Matti Shem Tov has been chief executive since August 2024.

Bravura Solutions Ltd is engaged in the development, licensing, maintenance, and hosting of specialised administration and management software applications and the provision of professional consulting services for the Wealth Management and Funds Administration sectors of the financial services industry, internationally. The Company operates through two reportable segments: EMEA, which generates maximum revenue, comprising Europe and South Africa domiciled clients managed by a regional CEO, and APAC, comprising Australia and New Zealand domiciled clients managed by a regional CEO. EMEA provides both Wealth Management and Funds Administration products to customers. The Company generates maximum revenue from Australia.

XPS Pensions Group PLC is principally engaged in the provision of its consulting and administration services relating to UK pension schemes and insurers. The services provided by the company include Pensions advisory, Covenant advisory, Investment consulting, Administration, Trustee and governance services, Insurance consulting, etc. The company derives maximum revenue from advisory services, which include actuarial and consulting services provided to pension trustees and insurance companies, as well as investment consulting services.

Wellington-Altus Financial is a Winnipeg-headquartered wealth management firm operating across Canada. It provides advisory services, portfolio management, and financial planning through a network of independent advisors serving high-net-worth individuals, businesses, and institutional clients. The company offers segregated managed accounts, mutual funds, and alternative investments backed by proprietary trading and research platforms.

Chief is the largest U.S. community for senior women executives, drawing members from over 10,000 organizations including 77 percent of Fortune 100 companies, with more than 40 percent holding C-suite positions. It operates clubhouses in New York, San Francisco, Los Angeles, Chicago, and Washington, DC, and partners with Industrious and Soho House for in-person access elsewhere. Members receive peer group coaching through curated Core sessions with eight to ten professionals, one-on-one Executive Coaching, and year-round programming featuring roundtables, expert-led discussions, local conferences, and digital content. The platform enables targeted networking, while a grants program has distributed nearly $10 million to executives facing identity-based barriers and nonprofit leaders. Chief earned recognition as one of TIME's Most Influential Companies and Fast Company's Most Innovative Companies.