Smart Yield
Our investment alternative to a high-yield savings account
About
Carry is a financial technology company that provides tools and services to help individuals save money and build wealth through tax-saving strategies. Their offerings include various account types such as Solo 401k, IRAs, and Taxable Brokerage accounts, along with investment options like Equities, Smart Yield, Roboadvisor, Crypto, and Alternatives. They also offer tax-related services including Tax Filing, Tax Planning, and Bookkeeping. The Smart Yield product specifically invests client assets in money market mutual funds and is not FDIC insured. The platform emphasizes transparency with detailed disclosures regarding risks, affiliations with third-party providers (e.g., DriveWealth LLC, Global Carry LLC, AET, Uprise, OTM, April, Layer), and the distinction between advisory, brokerage, and banking services. Carry Advisors LLC is an SEC-registered investment adviser, while Global Carry LLC is a FINRA/SIPC member broker-dealer. Banking services for Solo 401k accounts are offered by Grasshopper Bank, N.A., member FDIC.