United States · Information technology & services startup

Carry

Carry is a financial technology company based in Brooklyn, New York, founded in 2022.

Funding reportedLast round: Series A

Information technology & servicesNew York, United States

About Carry

Carry is a financial technology company based in Brooklyn, New York, founded in 2022.

It offers an all-in-one platform designed for self-employed professionals, freelancers, and high-earning business owners. Carry simplifies complex tax-saving strategies, enabling users to optimize their personal tax plans and grow their net worth through specialized financial products. The platform provides a range of services, including tax-advantaged retirement accounts like Solo 401(k) plans and IRAs, automated investment management, and advanced tax strategies. Users can invest in various assets, including stocks, ETFs, and alternative investments. Carry also features community support and educational resources to assist entrepreneurs in navigating their financial journeys. The company primarily generates revenue through its retirement account plans, such as the Ocho Solo 401k Plan, which is available for $199 per month.

What company datasets say Carry raised

Funding, as reported

Reported in all$19Min dollars
Last roundSeries A
Last round size$10M
Last round dateJul 2024

On 4 portfolio pages

Investors who name them

Each firm lists Carry on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

consumerswealth buildingbrokerage accountsventure fundsself-directed iraroth iraconstruction & real estatelaw practicetax advisoryreal estate investingretirement accountsrobo-advisortax filing serviceseducationinformation technology & servicesfinancial services

Built with from their website

WistiaGoogle Tag ManagerWordPress.orgAWS Trusted AdvisorRewardfulTypeScriptGoogle WorkspaceDjangoViewport MetaEmotion

+8 more

Next.jsLucideHubspotAmazon Simple Queue ServicePostgreSQLMemcachedwebpackAmazon AWS

Sector
Information technology & services
Industry code
NAICS 5231, 523940, 523999, SIC 6733
Region
New York

Information technology & services in United States

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