# Carry

> Carry is a U.S. financial technology platform for self-employed people and business owners, combining Solo 401(k) plans, IRAs, taxable brokerage accounts and investment tools. Annual memberships start at $299; Pro adds alternative investing and crypto IRAs. Its retirement and investing platform joined Lettuce Financial in 2026.

- **Founded:** 2022
- **Headquarters:** New York, United States
- **Founders:** Ankur Nagpal (Co-founder; former CEO; strategic advisor following the 2026 transactions), Nick Rasch (Co-founder and COO)
- **Products:** Solo 401(k), IRAs, Taxable brokerage, Roboadvisor, Smart Yield
- **Notable:** Reported 1,400+ paying customers and $35 million+ platform assets in July 2024., Raised a $10 million Series A led by Accomplice in July 2024., Introduced Smart Yield in May 2025.

## Products & services

- **Solo 401(k)** — Plan setup and account tools for eligible self-employed people, with pretax, Roth and after-tax accounts, conversions, loans and investment access subject to membership and plan rules.
- **IRAs** — Traditional and Roth IRAs; Pro memberships also provide access to self-directed alternatives and crypto IRAs.
- **Taxable brokerage** — Individual brokerage accounts with stocks, ETFs and mutual funds.
- **Roboadvisor** — Rules-based ETF portfolios selected using a risk questionnaire and managed by Carry Advisors.
- **Smart Yield** — Automated money-market-fund selection using tax inputs and changing yields; an investment product rather than an insured savings account.
- **Learning center** — Public guides, calculators and educational material on retirement accounts and personal finance.

## Achievements

- Reported 1,400+ paying customers and $35 million+ platform assets in July 2024.
- Raised a $10 million Series A led by Accomplice in July 2024.
- Introduced Smart Yield in May 2025.
- Lettuce reported more than $225 million in Carry platform assets in April 2026.

## Latest updates

- **2026-04** — Carry and Lettuce announced the retirement and investing platform acquisition; Carry said existing accounts, custody and pricing would continue.
- **2026-06** — Revised terms identify Lettuce Financial Labs, Inc. as the Carry platform’s owner and operator.
- **2026-07** — Updated account FAQ describes Solo 401(k) pretax, Roth and after-tax accounts, Traditional and Roth IRAs, and individual brokerage accounts.

## Links

- Website: https://carry.com/
- LinkedIn: https://www.linkedin.com/company/carrymoney
- Twitter/X: https://twitter.com/carryhq_
- Instagram: https://www.instagram.com/carryhq_/

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Profile page: https://yespress.io/carry
Published by YesPress — https://yespress.io
Last updated: 2026-10-03