Carry
Curated by SignalFinancial planning platform offering retirement accounts and management services.
Overview
Carry is a fintech company that focuses on providing solutions for financial planners and advisors, particularly in the areas of retirement accounts and financial management services tailored for self-employed individuals. The platform offers tools designed for client management and investment strategy development, which include predictive analytics, robo-advisory services, and digital dashboards that provide real-time insights into portfolios. Carry's product offerings encompass solo 401k plans, mega backdoor Roth IRAs, traditional IRAs, and brokerage accounts, all of which are managed without asset under management fees. The platform includes secure client portals, compliance management systems, and integrated APIs to facilitate data exchange. Carry's objective is to streamline retirement and financial management processes, assisting business owners in implementing tax-saving strategies.
Key facts
- Founded
- 2009
- Headquarters
- Brooklyn, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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- Commercial model
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