Carry logo
FintechVC-backedSeries A
New York, United States, United States · Founded 2020

Carry

Helping business owners build wealth

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About Carry

Carry is everything you need to build wealth as an entrepreneur, freelancer, consultant or independent business owner. Whether that's setting up a Solo 401k or a Mega Backdoor Roth, Carry helps you do (even the most complex) wealth building strategies with ease.

Pitch deck breakdown

How Carry would pitch themselves.

○ Auto-generated
01

Target customer

Consumers + businesses needing modern financial services + infrastructure — typically under-served by legacy banks + processors.

02

Problem they solve

Carry is everything you need to build wealth as an entrepreneur, freelancer, consultant or independent business owner. Whether that's setting up a Solo 401k or a Mega Backdoor Roth, Carry helps you do (even the most com… The category has historically been served by tools that miss the modern workflow this product is built around.

03

Key differentiator

Carry differentiates on helping business owners build wealth. $0 raised — the company has resources + validation to compound this thesis.

04

Go-to-market strategy

Series-A scaling stage — building outbound sales motion, hiring first AEs, layering on customer success. Mix of PLG (where the product allows) + direct sales for higher-ACV deals.

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Carry website preview

Screenshot of Carry (carry.com) — Helping business owners build wealth

Company facts

Category
Fintech
Funding stage
Series A
Total raised
$0
Founded
2020
Team size
11–50
HQ
New York, United States
Country
United States
Website
carry.com

Frequently asked questions

What does Carry do?

Carry is everything you need to build wealth as an entrepreneur, freelancer, consultant or independent business owner. Whether that's setting up a Solo 401k or a Mega Backdoor Roth, Carry helps you do (even the most complex) wealth building strategies with ease.

Where is Carry based?

Carry is based in New York, United States, United States.

When was Carry founded?

Carry was founded in 2020.

How much has Carry raised?

Carry has raised $0 in their Series A round.

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