COMPANY INFO
Carry is a seed-stage SaaS company founded in 2009 by Ankur Nagpal, Alejandro Roman, Jessica Catorc, and Nick Rasch. It operates in the financial planning and advisory industry, focusing on tax-saving solutions for business owners and professionals by helping them implement powerful tax-saving strategies, manage recurring contributions, and access wealth management plans. The company has around 28 employees and its website is carrymoney.com.
Carry is a seed-stage SaaS company specializing in financial planning and tax-saving solutions for business owners and professionals. Founded in 2009, Carry offers technology-driven wealth management plans, streamlined tax strategies, and comprehensive financial advisory tools to help customers strengthen their long-term financial health.
Carry's leadership team brings together an impressive blend of entrepreneurial expertise, deep fintech know-how, and a passion for scaling high-impact technology products. The management team at Carry is composed of seasoned founders, highly experienced operators, and product leaders, each contributing specialized skills across engineering, product, client success, and brand development to drive innovation and sustained company growth.
Ankur Nagpal leads Carry as its Founder, steering the company’s overall strategy and growth initiatives. He has been instrumental in shaping Carry’s focus on empowering business owners to build wealth through creative tax-advantaged accounts and investment strategies, ensuring the platform evolves to meet modern professional needs.
Ankur holds a BA/BS in Economics, Electrical Engineering and Computer Science from University of California, Berkeley. Before founding Carry, he was the founder and CEO of Teachable, which he grew to $60M ARR and successfully exited with a nine-figure acquisition. Ankur is also an accomplished investor, managing nearly $100M in assets at Vibe Capital.
Nick Rasch is both the Co-Founder and COO of Carry, responsible for operations and ensuring the seamless scaling of Carry’s fintech solutions. He has established strong operational frameworks to support rapid company growth and maximize customer outcomes, underpinning the team’s ability to deliver exceptional tax strategies to business owners.
Nick graduated with a Bachelor of Science in Industrial and Labor Relations from Cornell University. His background includes serving as Head of People at Teachable and co-founding Cquence, a venture-backed video software startup, equipping him with experience in organization building and business operations.
Jessica Catorc drives Carry’s mission to make financial education accessible for entrepreneurs, with a leading role in brand strategy and outreach. Her commitment to innovative content and partnership initiatives has significantly elevated Carry’s market visibility and engagement.
Jessica studied Marketing Management and Digital Strategy at Harvard Extension School. With a strong background in brand strategy and creator-focused initiatives at Teachable, she has also earned industry recognition with Telly and Stevie awards for her contributions to outreach and content.
Alejandro Roman plays a key role in Carry’s technical and engineering leadership, advancing the design and development of scalable fintech solutions. He shapes product development and engineering strategy, ensuring Carry remains at the forefront of financial software innovation.
Alejandro earned his BS in Biotechnology & Business Management from Boston University. His prior experience includes Head of Engineering at Archie, Senior Software Engineer at Venmo, and roles at GE Digital and CareCloud, giving him comprehensive expertise in building high-performance software in fintech environments.
Asha Maddali leads Carry’s client enablement and customer experience efforts, concentrating on enhancing onboarding, customer support, and operational workflows. Her focus drives higher customer satisfaction and loyalty, supporting Carry’s reputation for trusted financial advisory services.
Asha graduated Summa Cum Laude with a B.S. in Retail Entrepreneurship and Business from Florida State University. She brings a wealth of experience in client success and operations from leadership roles at Titan and Daily Burn.
Julia Wilson heads product design at Carry, responsible for crafting intuitive user experiences and implementing design strategies that democratize tax-saving benefits for small business owners. Her leadership consistently optimizes platform usability and accessibility.
Julia holds a Bachelor’s in Graphic Design from Northeastern University. She previously led product design teams at Block Renovation and DEPT®, as well as founding her own product design practice supporting early-stage startups.
Peter Simone is a full stack engineer with a focus on data science and technical innovation on Carry’s platform. He drives enhancements in product capabilities and infrastructure to support robust user and data experiences.
Peter received a Master of Science in Data Science from New York University and a Bachelor's in Bioengineering from University of Maryland. Prior roles include senior data science positions at Northwestern Mutual and Variable, plus management at American Express.
Whitney Dawson specializes in operations, compliance, and financial transactions, delivering efficient operational workflows and strong client relationship management at Carry. Her process improvements have led to enhanced risk management and client satisfaction.
Whitney has a Bachelor of Science in Business Administration, Management and Operations from Tarleton State University. She brings over a decade of experience in self-directed IRA industry roles at Alto and STRATA Trust Company.
Yash Desai contributes to core platform development and maintenance as a software engineer at Carry. With previous senior roles at notable tech companies, he brings high standards for code quality, security, and scalability.
Yash holds a Bachelor's in Computer Science and Economics from University of California, Berkeley. His technical background covers software engineering at Opendoor, Exos, Uber, LinkedIn, and Informatica.
The Carry management team blends entrepreneurial drive with deep expertise in technology, financial services, client success, and operational scaling. Featuring seasoned founders, industry-recognized product leaders, and experienced engineers, Carry’s executive team is well-positioned to lead the company’s strategic growth and solidify its position as an innovator in the tax advisory and financial planning industry.
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