Carson Group
Overview
Carson Group is a wealth advisory firm that provides practice management, financial planning, and investment management services for financial advisors and direct clients.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Altruist | Apr 2025 | Series F | Co-investor |
Key People
Alex Rodawig
Managing Partner, M&A Integration and Advisor Strategy
Jamie Shilanski
Managing Partner
Nick Engelbart
Managing Partner, M&A and Strategy
Scott Conroy
Managing Partner, Business Consulting, Service, and Training
Patty Smith
Partner Success Manager
Tara Ropski
Partner Success Manager
Rafael Mason
Director Board of Directors
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Carson Group based?
Carson Group is headquartered in Omaha, Nebraska, United States.
When was Carson Group founded?
Carson Group was founded in 1983.
How many portfolio companies does Carson Group have?
Carson Group has 1 portfolio company in Caplight's dataset.
What are some companies in Carson Group's portfolio?
Portfolio companies visible on Caplight include Altruist.
What was Carson Group's most recent investment shown here?
Carson Group's most recent investment in this portfolio sample was in Altruist in 2025.
What sectors does Carson Group focus on?
Carson Group focuses on FinTech, Enterprise Software.
What company stages does Carson Group focus on?
Carson Group typically invests at the Late stage.