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Carry logo — Carry helps business owners and modern professionals build w...

Carry

Carry helps business owners and modern professionals build wealth.

Founded 2022 50 employees Series A Total: $14.50M Financial Services, Wealth Management

General Information

Company Name Carry
Founded Year 2022
Employees 50
Industries Financial Services, Wealth Management
Funding Stage Series A
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About Carry

Carry is a burgeoning player in the Financial Services and Wealth Management sectors, founded in 2022. The company distinguishes itself by helping business owners and modern professionals build wealth through complex yet effective tax-saving strategies. Their slogan, "Carry helps business owners and modern professionals build wealth," encapsulates their mission.

Recently, Carry secured a significant financial boost with a $10.00M Series A investment on 17 July 2024, led by investor Accomplice. This investment highlights the confidence investors have in the company's innovative approach to wealth management, positioning it well for future growth.

Despite the absence of a specific headquarter location, the strategic direction and recent capital infusion mark Carry as an intriguing candidate for further investment exploration, given its potential to revolutionize tax efficiency and wealth accumulation.

Taxonomy: tax-saving strategies, business consulting, financial advisory, tax optimization, financial planning, wealth building, business finance, tax efficiency, financial growth, investment advisory

Services & Products

Solo 401k setup and management
IRA management
Taxable brokerage account management
Tax optimization strategies
Investment in equities, ETFs, mutual funds, crypto, and alternatives
Roth conversions
Smart Yield investment products
AI-driven tax strategy guidance

Target Customers

self-employed individuals high-income professionals solopreneurs s-corp owners U.S. citizens and legal residents

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 1
Investor
17 Jul 2024
Seed Round •••••• 6
Investor Investor Investor Investor
•••• •••• 		08 Dec 2022

Carry Alternatives & Competitors

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Carry vs
Rosbrugh Accountancy Corporation
Rosbrugh Accountancy Corporation United States

Helping clients in the Bay Area for over 30 years.

11 employees
Financial Services
Carry vs
LPF PLLC
LPF PLLC United States

We specialize in working with business owners and high net-worth individuals and families to lower t...

28 employees
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Compare Carry vs LPF PLLC
Carry vs
Allegent Group, LLP
Allegent Group, LLP

Certified Public Accountants and Advisors

17 employees
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Also compare with: Carry vs Fleming Advisors, LLC Fleming Advisors, LLC Carry vs Pellini Gold Cordes, LLC Pellini Gold Cordes, LLC View all alternatives

FAQ About Carry

Carry helps business owners and modern professionals build wealth.
Carry was founded in 2022.
Carry operates in the following industries: Financial Services, Wealth Management.
Carry has approximately 50 employees.
Carry has completed 2 funding rounds, raising a total of $14.50M. The latest funding stage is Series A.
Carry offers: Solo 401k setup and management, IRA management, Taxable brokerage account management, Tax optimization strategies, Investment in equities, ETFs, mutual funds, crypto, and alternatives, Roth conversions, Smart Yield investment products, AI-driven tax strategy guidance.
Top alternatives and competitors to Carry include Rosbrugh Accountancy Corporation, LPF PLLC, Allegent Group, LLP, Marcheschi Plankis & Pogore LLP, Fiat Lux. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Carry and Rosbrugh Accountancy Corporation are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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