The Work Index by Flexa

Carry

Carry is a financial technology company that helps business owners and high-earning professionals save money on taxes and grow their wealth.

https://carry.com/
4.7

/10

Transparency ranking

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Description

Carry is a financial technology company that provides tax-advantaged retirement accounts, investments, and strategic planning for business owners and high-earning professionals. Their mission is to democratize complex tax-saving strategies, helping users save money and build wealth. Carry offers a range of products, including Solo 401(k)s, IRAs, Self-Directed IRAs, and brokerage accounts. They also offer a VIP service for high-income earners that includes personalized tax planning and full-service filing.

Carry's unique approach combines technology with expert advice to make financial management easier. Users can access a variety of resources, including free educational content, interactive tools, and personalized guidance from financial advisors. They emphasize a user-friendly platform, offering a seamless experience for managing retirement savings and tax optimization. Through their focus on accessibility and education, Carry aims to empower individuals to take control of their financial future.

Flexibility

Carry does not explicitly state any information regarding job flexibility on the provided job posting.

Mission

Carry is a financial technology company that aims to simplify and democratize tax-advantaged investing for business owners and high-earning professionals. They offer a range of products and services, including Solo 401(k) plans, traditional and Roth IRAs, self-directed IRAs, brokerage accounts, and personalized financial planning, to help individuals save money on taxes and build wealth through strategic retirement planning and investment strategies.

Disruptor
Improving quality of life/health
Social impact led
Tech for good

Culture

Carry fosters a culture of empowerment and education, aiming to demystify complex financial concepts and empower individuals to take control of their finances. They prioritize transparency and access, offering resources, guidance, and tools to help users make informed decisions about their investments and tax strategies. This results in a welcoming and supportive environment for individuals and professionals seeking financial clarity and growth.

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