Financial Services Clients


Root Capital

Root Capital is a nonprofit social investment fund that grows rural prosperity in poor, environmentally vulnerable places in Africa and Latin America by lending capital, delivering financial training, and strengthening market connections for small and growing agricultural businesses. This creates economic incentives for poor rural producers to engage in environmentally sustainable and socially responsible practices. More about Root Capital.

“Working with Carlson Management Company definitely improved the return on our investment in Adaptive Planning. By helping us think through the requirements and design of our system up front, CMC improved both the quality and the speed of our implementation.”

Brian Woliner
Director of Financial Planning
Root Capital