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 technology company founded in 2009, operating within the financial planning and advisory sector. Based in New York, Carry delivers modern SaaS solutions that empower business owners and professionals to implement advanced tax-saving strategies, manage recurring contributions, and access tailored wealth management offerings. With a team of approximately 28 employees, Carry's mission is to simplify and optimize financial planning for entrepreneurs, leveraging technology to maximize tax advantages and grow long-term wealth.
Over the years, Carry funding has advanced through a strategic mix of early-stage capital and growth investments. The company has raised a total of $14.5 million, spanning multiple rounds that enabled significant milestones in product development, platform enhancements, and expansion efforts. Carry’s funding rounds reflect an early focus on foundational technology, followed by a strong Series A backed by seasoned venture capitalists to accelerate product and market growth. The overall Carry investment strategy is characterized by targeting value-add investors who can contribute both capital and expertise in fintech, SaaS, and financial services.
Carry's Series A funding round, led by Accomplice VC at a $65 million pre-money valuation, was aimed at accelerating product development and driving company growth. The funds will be used to expand support for business owners and professionals seeking to boost net worth through strategic tax savings.
Carry secured seed funding with participation from Y Combinator and angel investors. This early capital enabled the company to launch its initial platform and validate the market need for tech-enabled tax planning solutions.
Accomplice VC is a prominent early-stage venture capital firm that led Carry's Series A funding round. Their partnership brings not only financial resources but also significant expertise in scaling fintech and SaaS startups, making them a valuable partner in Carry's growth trajectory.
Carry funding has also attracted a number of influential angel investors, particularly in the seed stage. These early supporters provided crucial backing that allowed Carry to develop its core technology and launch its financial advisory platform.
As one of the most well-known startup accelerators, Y Combinator participated in Carry's seed funding round. Their investment and mentorship were pivotal in Carry’s formative stage, assisting in business model validation and early user growth.
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