COMPANY PROFILE

Carry

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All-in-one platform for tax-advantaged accounts, investments and strategy for business owners and high earners

Edwardsville, United StatesFounded 2011Fintech

Valuation $0–100M Latest valuation · 2024

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Carry

Carry is a fintech platform that provides Solo 401(k) retirement plans for self-employed individuals and small business owners. The platform is designed to simplify the process of setting up and managing these plans, which are tailored for business owners and high-earning professionals. Carry's system allows users to invest in a variety of assets, including stocks, ETFs, and mutual funds, through a self-directed Solo 401(k). The company's digital-first approach targets freelancers and the self-employed, offering a modern solution for retirement savings.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2011
Headquarters: Edwardsville, United States
Employees: 49
Open positions: None listed
Dealroom signal: 91.9/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Personal Finance, Legal, Tax and Accounting, Woman Founder
Business model: SaaS
Client focus: b2b, b2c
Links: Website LinkedIn X

Latest news

Press, funding announcements and product moves mentioning Carry.

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Funding history

4 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES A✓Equity / VC	Jul 2024	$10M	$75M	Accomplice	↗
SEED✓Equity / VC	Apr 2023	$4.5M	$12M	Immad Akhund · Elizabeth Yin · Vibe Capital · Avlok Kohli	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024		—

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Growth signals

Carry website traffic

Latest recorded traffic for Carry is 1.5K monthly website visits, up 188.5% over the last three months. Carry's team grew 0% over the past year.

Latest monthly visits1.5K 3-month web change+188.5% 1-year team growth0%

Monthly website visitsApr 2016–May 2026

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