Where is Carry located?

Carry is headquartered in Brooklyn, United States.

How many employees does Carry have?

As of Aug 31, 2026, the latest employee count at Carry is 50.

Where does Carry rank among its competitors?

Carry ranks 472nd amongst 3373 active competitors, of which 228 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of Carry?

Carry's top competitors include Dezerv, Warren and Farther. Among them, Farther secured the most recent funding round in May, 2026.

Carry - 2026 Company Profile, Team, Funding & Competitors

Company Details

Provider of tax-advantaged investment and financial planning services. It offers access to Solo 401(k)s, IRAs, and brokerage accounts, facilitating investments in various asset classes, including alternative investments. The platform includes a robo-advisor and optional personalized financial planning with certified financial planners. Services aim to optimize tax efficiency for business owners and high-income professionals through strategic account management and planning.

Website: carry.com
Social

Key Metrics

Location

Brooklyn, United States

Stage

Unfunded

Investors

Trust Fund Ventures & 1 more

Ranked

472^nd among 3373 active competitors

Employee Count

50 as on Aug 31, 2026

Similar Companies

Dezerv & 3434 more

View Carry's full profile

Carry has not raised any funding rounds yet. Carry has 2 institutional investors.

View details of Carry's funding rounds and investors

The founders of Carry are Jessica Catorc, Shyam Verma, Ankur Nagpal, Nick Rasch, Alejandro Roman and Jessica Catorc.

Here are the details of Carry's key team members:

Jessica Catorc: Co-Founder of Carry.
Shyam Verma: Owner of Carry.
Ankur Nagpal: Founder of Carry.
Contact Info: 1 email address
Nick Rasch: Co-Founder & COO of Carry.
Contact Info: 1 email address
Alejandro Roman: Co-Founder of Carry.

View details of Carry's Founder profiles and Board Members

Carry's employee count trend

Carry has 50 employees as of Aug 26. Here is Carry's employee count trend over the years:

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Top competitors of Carry include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of Carry, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dezerv 2021, Mumbai (India), Series C	Wealth management platform offering financial planning and advisory service	$100M	Premji Invest, Accel & 50 others	78/100
2nd	Warren 2014, Porto Alegre (Brazil), Series C	Diversified investment management firm	$105M	GIC, QED Investors & 14 others	68/100
3rd	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 14 others	67/100
4th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
5th	Raseedi 2019, Cairo (Egypt), Seed	Financial advisor for payments and savings	$1.25M	500 Global, EBRD & 3 others	63/100
6th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	63/100
7th	ET Money 2014, Gurugram (India), Acquired	App-based mutual fund investment platform	-	-	63/100
8th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Atacama Ventures & 17 others	62/100
9th	Phoenix Group 1782, London (United Kingdom), Public	Provider of long-term savings, retirement, and life insurance solutions	-	Kingdom Holding Company, TDR Capital & 2 others	61/100
10th	Scottish Widows 1815, Edinburgh (United Kingdom), Public	Women bank	-	-	60/100
472nd	Carry Brooklyn (United States), Unfunded	Provider of tax-advantaged investment and financial planning services	-	Trust Fund Ventures, Park Rangers Capital	29/100