Carson Wealth
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Carson Wealth - overview
Established
2007
Location
Green Bay, WI, US
Primary Industry
Financial Services
About
Founded in 2007 and based in Wisconsin, US, Harbor Wealth Management, LLC operates as a provider of independent wealth management and investment advisory services, including financial planning, portfolio management, retirement and legacy planning, and tax‑focused wealth strategies for individuals and families.
Current Investors
Carson Group
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.harbor-wealth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Carson Wealth - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Carson Wealth | - |
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