# Carry
Source: https://planprovider.pro/provider/carry

> 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.…

Third-Party Administrator

## 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/](https://carry.com/)

Founded: 2022

Employees: 10

## Accreditations & Certifications

- RIA

## Products & Pricing

- **Core**: $299 base fee

- **Pro**: $499 base fee

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