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Carson Group

Carson Group

Omaha, Nebraskacarsongroup.com

Overview

Carson Group is a wealth advisory firm that provides practice management, financial planning, and investment management services for financial advisors and direct clients.

Year Founded

1983

Portfolio Companies

1

Investments

CompanyDateStageLead
AltruistApr 2025Series FCo-investor

Key People

Tara Ropski

Partner Success Manager

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersOmaha, Nebraska
Year Founded1983

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