Carry is crafted to serve modern professionals, encompassing business owners to full-time employees, by offering tailored advice to better manage and optimize their finances. The platform automates personal finance management, providing a respite for those too busy to handle their finances. It extends personalized financial recommendations tailored to individual needs, and permits the management of retirement and investment accounts like Solo 401k, IRAs, and brokerage accounts under one roof without any AUM fees. Moreover, Carry facilitates an intelligent no-fee robo-advisor service to craft smart, optimized portfolios automatically, putting one's financial life on auto-pilot.
Additionally, Carry is an educational hub with a comprehensive course library covering an array of financial topics from credit card points to small business accounting, thereby promoting financial literacy among its users. The platform offers three plans; Basic, Pro, and VIP, each with varying levels of service and access to financial advice, suitable for different financial needs and goals. The Pro and VIP plans, in particular, provide more personalized financial planning and advisory services. Furthermore, the platform assures a 30-day refund policy, ensuring satisfaction and a risk-free trial for new members. Trusted by top entrepreneurs and money experts, Carry is not just a financial management tool but a community for those keen on building wealth and understanding money better.
