Join Carry to get access to our entire course library

Carry courses are taught by the world’s top entrepreneurs, creators and money experts. It’s the ultimate hub for business owners looking to learn how to manage and grow their money without the overwhelm.

Angel Investing 101

Learn how to be an angel investor and start with as little as $1000. Elizabeth will share how to pick companies, build your portfolio, create and maintain deal flow, and the biggest red flags and mistakes to avoid that most new angel investors make.

Ideal for

Business owners, investors


Elizabeth Yin

Tax Strategies Used By Billionaires & How to Prepare for the Big Exit

Mani goes through tax planning strategies to help you reduce the taxes you may have to pay when you make your big exit as a founder or startup employee with equity.

Ideal for

Startup owners, employees, investors


Mani Mahadevan

Taxes & Accounting Foundations For Business Owners

Lorilyn Wilson, CPA, teach you how to properly set-up your business (from choosing the right business entity to creating a financial forecast) and the must-dos ALL business owners need to understand when it comes to preparing your taxes.

Ideal for

Business owners and startup founders


Lorilyn Wilson

Mastering the Art of Credit Card Points + Miles

Unlock the full potential of credit card rewards with this course on points and miles. Learn the essentials of optimizing your credit card usage, maximizing rewards, and redeeming points for travel, experiences, and more.

Ideal for

All business owners


Sebastian Fung (@AskSebby)

Start a Business to Sponsor Your US Visa

Build a business and achieve your dream of living and working in the US. You’ll get the knowledge and tools needed to launch your business, sponsor your US visa, and build a successful future in the land of opportunity.

Ideal for

International business owners, founders


Logan Ullyott

Ready to get started?

Basic Plan


  • Carry Solo 401k, Traditional IRA, Roth IRA, and brokerage accounts
  • Security and compliance monitoring
  • On-demand courses and training
  • No AUM fees
  • 30-day refund guarantee

Pro Plan

$999 $499/year

Everything included in the Basic Plan, plus:

  • Custom financial plan
  • Access to “Ask an Advisor”
  • Ongoing support and updates to financial plan

Carry VIP


Everything included in the Pro Plan, plus:

  • Hands-on financial planning, execution, and investment advice
  • No-fee investment management and advice
  • Sourcing, vetting, and executing on boutique accredited investments

For business owners earning $200k+ in profit annually. Limited spots and by application only.

Try Carry for 30 days and if it isn’t for you, get fully refunded – no questions asked.

Trusted by top entrepreneurs, creators and money experts

“The process of opening a solo 401k used to be extremely complex, and you had to do most of the administration work yourself… I don’t normally get excited about retirement plans, but Carry is building something I’ve wanted to exist for a long time.”

Nate O’Brien

Investor & YouTuber

“There are now so many people who are self-employed, and Carry is building the perfect financial vehicle to help them turn their business income into generational wealth. [Carry] is so powerful and flexible that it feels like you’re getting access to a tax loophole.

Elizabeth Yin

Co-founder @ Hustle Fund

Social Squares

“Carry is the most intuitive experiences I’ve tried. I love how you can get set up and invest in just a few minutes. Every business owner, creator, and self-employed person should have one. The benefits and tax savings each year are a no-brainer.

Sebastian Fung

Owner, Ask Sebby

Why you need to use Carry

An all-in-one integrated platform

Carry is the easiest way to set up a solo 401k and start investing your money with tax-free compounding. You can open an account in under 10 minutes, and we take care of all paperwork and administration for you. No need to open separate brokerage accounts (unless you want to!) – it can all be done through your Carry account.†