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.
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
Scott Conroy
Managing Partner, Business Consulting, Service, and Training
Tara Ropski
Partner Success Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
