Carry

About Carry

<p>Built in 2022 to support self-employed investors, Carry is an online platform that handles tax-advantaged retirement accounts such as Solo 401(k)s and IRAs. The company has a team of 10 employees and focuses on account setup and ongoing tools that help users manage retirement contributions and tax-related decisions.</p> <p>Carry combines retirement accounts with a digital investing experience that supports stocks, ETFs, mutual funds, alternative assets, and crypto. For people who want a more hands-off approach, the platform also includes automated options such as Roboadvisor and Smart Yield.</p> <p>Investment advisory services are provided by Carry Advisors LLC, an SEC-registered investment adviser. Brokerage services are introduced by Global Carry LLC, a FINRA/SIPC member. Carry’s main differentiator is putting Solo 401(k) administration and tax strategy tools in the same place for high-income professionals and self-employed individuals.</p> <ul> <li>Supports Solo 401(k) plans and IRA accounts</li> <li>Offers investing across public markets, alternatives, and crypto</li> <li>Includes automation for strategies such as Roth conversions</li> <li>Provides Smart Yield cash management and an AI tax agent</li> <li>Uses membership tiers with different feature access</li> </ul>

Website: https://carry.com/

Founded: 2022

Employees: 10