![Steven Carlson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven Carlson
Chairman at
ROADZEN, INC.
Net worth: 2 M $ as of 30/09/2026
Profile
Mr. Steven J.
Carlson is an Independent Director at AtlasClear Holdings, Inc., a Chairman at Roadzen, Inc., a Chairman at Marco Polo Securities, Inc., a Co-Chairman at Magellan Global, Inc. and a Managing Partner at Pi Capital International LLC.
He is on the Board of Directors at AtlasClear Holdings, Inc. and South Street Securities LLC.
Mr. Carlson was previously employed as an Independent Director by Quantum Fintech Acquisition Corp., a Chief Executive Officer by INTL FCStone Financial, Inc., a Chairman & Chief Executive Officer by Provident Group Ltd., a Managing Director by Lehman Brothers, Inc., and a Senior Financial Analyst by Federal National Mortgage Association.
He received his undergraduate degree from the University of Maryland and a graduate degree from Harvard Kennedy School of Government.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
ROADZEN, INC. 1.63% | 26/06/2026 | 1,392,000 ( 1.63% ) | 2 M $ | 30/09/2026 |
| 01/10/2026 | 15,000 ( 0.01% ) | 3 000 $ | 30/09/2026 |
Steven Carlson active positions
| Companies | Position | Start |
|---|---|---|
| ROADZEN, INC. | Chairman | 20/09/2023 |
| ATLASCLEAR HOLDINGS, INC. | Director/Board Member | 24/09/2025 |
South Street Securities LLC
 South Street Securities LLC Investment Banks/BrokersFinance Provides repo cash investment and repo security financing services | Director/Board Member | - |
Pi Capital International LLC
 Pi Capital International LLC Investment ManagersFinance Provides investment advice | Founder | 01/01/2016 |
Marco Polo Securities, Inc.
 Marco Polo Securities, Inc. Investment Banks/BrokersFinance Operates as a securities firm | Chairman | 01/06/2017 |
Former positions of Steven Carlson
| Companies | Position | End |
|---|---|---|
| ATLASCLEAR HOLDINGS, INC. | Director/Board Member | 28/08/2024 |
Quantum Fintech Acquisition Corp.
 Quantum Fintech Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Director/Board Member | 01/02/2024 |
StoneX Financial, Inc.
 StoneX Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Chief Executive Officer | 01/01/2016 |
Provident Group Ltd.
 Provident Group Ltd. Investment Banks/BrokersFinance Provides investmet banking and advisory services | Chief Executive Officer | 01/01/2010 |
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Education of Steven Carlson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
12
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Federal National Mortgage Association
 Federal National Mortgage Association Finance/Rental/LeasingFinance Provides single and multi family residential mortgage financing services | Finance |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
South Street Securities LLC
South Street Securities LLC Investment Banks/BrokersFinance Provides repo cash investment and repo security financing services | Finance |
Marco Polo Securities, Inc.
Marco Polo Securities, Inc. Investment Banks/BrokersFinance Operates as a securities firm | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Provident Group Ltd.
Provident Group Ltd. Investment Banks/BrokersFinance Provides investmet banking and advisory services | Finance |
StoneX Financial, Inc.
StoneX Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Harvard Kennedy School of Government
 Harvard Kennedy School of Government Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pi Capital International LLC
Pi Capital International LLC Investment ManagersFinance Provides investment advice | Finance |
Quantum Fintech Acquisition Corp.
Quantum Fintech Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Roadzen, Inc.
 Roadzen, Inc. Packaged SoftwareTechnology Services Develops insurance, roadside assistance and claims management software | Technology Services |
AtlasClear Holdings, Inc.
 AtlasClear Holdings, Inc. Packaged SoftwareTechnology Services Provides banking and clearing services | Technology Services |
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