Carry Money
“Can a tax-focused wealthtech platform become the financial OS for self-employed Americans by embedding retirement accounts, investment brokerage, and tax-saving infrastructure in one product?”
Carry launched as a wealthtech platform targeting self-employed individuals and high-income professionals, focusing on tax-advantaged retirement accounts (Solo 401(k), IRAs, HSAs) and tax-saving strategies. The platform combined registered investment advisory services (Carry Advisors LLC), brokerage (Global Carry LLC), and alternative investing capabilities powered by partner custodians including Grasshopper Bank and DriveWealth. In early 2026, the company announced a merger with Lettuce Financial Labs, signaling a consolidation play in the self-employed financial wellness space.