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    Carry

    At a Glance

    Investing

    11-50

    Overview

    Carry is a financial technology company dedicated to helping individuals and small business owners build wealth through intelligent tax optimization and education. Starting with their flagship product, the Solo 401k, Carry has expanded its offerings to include a variety of financial products that enable tax-efficient investments across diverse asset types. The company aims to simplify complex tax strategies, making them accessible and actionable for clients. Carry's team is client-focused, committed to providing educational resources and support that empower customers to make informed financial decisions. By combining technology with a deep understanding of tax and retirement strategies, Carry fosters a collaborative environment where employees are encouraged to innovate and make a meaningful impact on the financial success of their clients.

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