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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
Business Model B2C, SaaS
Revenue Model Subscription, Service Fee, Usage Based
Social

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

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Significant changes detected on company website (25.8% content change).

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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.

Business keywords: 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

Pricing

as listed on Oct 23, 2026

$299–499/year

  • Core: $299/year
  • Pro: $499/year
Carry's pricing page

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $10.00M 1
Accomplice
Accomplice
17 Jul 2024
Seed Round $4.50M 6
Hustle Fund Unpopular Ventures Vibe Capital
Hustle Fund, Unpopular Ventures +4
08 Dec 2022

Carry Alternatives & Competitors

View All Alternatives
Carry vs
KB Financial, a OneDigital Company
KB Financial, a OneDigital Company United States

The Power of Information, Expertise, Collaboration

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25 employees
Financial Services, Banking
Compare Carry vs KB Financial, a OneDigital Company
Carry vs
froots
froots Austria

Asset management of the Future. Easy, Profitable, Available.

Seed
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Compare Carry vs froots
Carry vs
MATTHEW JAMES Tax & Wealth Management
MATTHEW JAMES Tax & Wealth Management United States

Providing wealth management, income and tax strategies leading up to and during the retirement phase...

6 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Carry

Carry helps business owners and modern professionals build wealth.
Carry was founded in 2022.
Carry operates in Financial Services and Wealth Management. Its work centres on tax-saving strategies, business consulting, financial advisory and tax optimization. Its customers include self-employed individuals, high-income professionals and solopreneurs.
Carry has a B2C and SaaS business model. Its revenue comes from Subscription, Service Fee and Usage Based.
As listed on Carry's pricing page on Oct 23, 2026: $299–499/year (Core: $299/year; Pro: $499/year).
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 KB Financial, a OneDigital Company, froots, MATTHEW JAMES Tax & Wealth Management, SBK Financial, Inc., MGD Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Carry and KB Financial, a OneDigital Company 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.

Source: BounceWatch company record for Carry, https://bouncewatch.com/company/carry, updated 8 October 2026. When citing, please name BounceWatch and link this page.

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