Your personal finances, analyzed and automated
Carry helps modern professionals (from business owners to full-time employees) get personalized advice to help them better manage and optimize their money.
Let Carry do the work for you
If you’ve ever felt too busy or stressed to think about your finances, Carry was made for you
Plan
Personalized financial recommendations
Discover our customized financial plan designed for you and your specific needs, with access to ongoing advice from our financial advisors.
Only available on the Pro plan
Invest
Retirement and investment accounts, without AUM fees
Set up and manage your Solo 401k, IRAs, and brokerage accounts under one roof, without having to pay any AUM fees.
Automate
No-fee robo advisor
Answer a few simple questions and Carry’s intelligent robo-advisor will automatically build a smart, optimized portfolio for you. Set up a recurring monthly or weekly contribution and your entire financial life is now on auto-pilot, all for zero AUM fees.
Ready to get started?
Basic Plan
$299/year
- Carry Solo 401k, Traditional IRA, Roth IRA, and brokerage accounts
- Security and compliance monitoring
- 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
$12,000/year
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
“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
Questions before joining?
If you’re hungry to learn more about managing and growing your money as a business owner (even if you consider yourself “bad” with finances or get overwhelmed or confused), this is your community! We will be covering a wide variety of topics to help those that are just starting out build the foundations and more advanced content to help support you as you progress along your journey or for those that are ready to dive in.
Most of our content is currently tailored to the US financial system. However, there are topics that are and will be applicable no matter where you live in the world. As we have a 30-day refund, we encourage you to check out the content yourself and see if it’s the right fit for you!
Yes! You’ll have 30 days from joining the program to request a full refund, no questions asked.
Your membership will give you access to Carry for one year and will renew annually after that. You will always be able to cancel before the next payment cycle.
As this is a new membership, one of the perks of joining early is that you’ll be able to request content, resources, and topics that you want to see most. We will regularly be chatting with members to make as many of those things possible!