Commerce · alternatives · 2026

24 alternatives to Carry

Grow your net worth with smart tax optimization

Carry is a fintech platform designed for business owners and high-earning professionals to manage tax-advantaged retirement accounts and investment strategies. It enables users to set up Solo 401(k)s, self-directed… Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Carry launched in 2024; newer entries below may have overtaken it.

1. 1
   Composer IRA▲404

   Active automated trading in your retirement account

   2024 · composer.trade · its alternatives →

2. 2
   Finmark▲518

   Financial modeling for startups, made easy

   2020 · bill.com · its alternatives →

3. 3
   Finary▲318

   Track your net worth in real-time

   2021 · finary.com · its alternatives →

4. 4
   Financial Hub: Advanced Finance Tracker▲275

   Manage and track your personal & business finances easily

   2024 · steffynotion.gumroad.com · its alternatives →

5. 5
   Fina▲257

   Fina lets you build your own tracking system with live financial accounts all without using a spreadsheet. You can build and share custom templates the same way you can in notion.

   2023 · fina.money · its alternatives →

6. 6
   Playbook▲93

   The app for growing your money and optimizing your taxes.

   2021 · helloplaybook.webflow.io · its alternatives →

7. 7
   FinTab▲78

   The accounting system for cryptocurrency portfolios

   2018 · fintab.io · its alternatives →

8. 8
   Ocho▲150

   Building wealth for business owners starting with a Solo401k

   2022 · its alternatives →

9. 9
   FINARKY▲104

   Tracking the way to financial freedom

   2023 · finarky.com · its alternatives →

10. 10
    Round▲93

    Tech-enabled wealth manager with Wall St’s top fund managers

    2020 · investround.com · its alternatives →

11. 11
    Ellevest▲97

    An investing platform built for women

    2019 · ellevest.com · its alternatives →

12. 12
    Titan for Retirement▲74

    Built like a hedge fund, now with IRAs.

    2019 · app.titan.com · its alternatives →

13. 13FS
    FINLO - Stock tracking & research tools built by retail investors▲63

    Get simple, smart investment portfolios curated by experts

    2021 · finlo.io · its alternatives →

14. 14
    BalanceBook▲74

    Track expenses💰 and investments📈 in one place

    2022 · apps.apple.com · its alternatives →

15. 15
    The Money Guide▲81

    A simple, bucket-based wealth allocation strategy

    2022 · play.google.com · its alternatives →

16. 16
    Rich Finance Tracker▲103

    Automate your finance tracking in Notion

    2022 · inotion.gumroad.com · its alternatives →

17. 17
    FinTech1▲79

    Risk management platform for individual investors

    2023 · its alternatives →

18. 18
    Guideline▲97

    A beautiful low-fee, fully-automated 401(k)

    2016 · guideline.com · its alternatives →

19. 19
    Carry▲3

    Share your money and lock it to the stores of your choice

    2020 · its alternatives →

20. 20
    Finlingo▲77

    Your own AI CFO, watching your money on autopilot

    May 2026 · finlingo.ai · its alternatives →

21. 21
    FinTok.io - Your Investing Partner.▲72

    Advanced stock market analysis and portfolio tracking tool

    2023 · its alternatives →

22. 22
    PortfolioMeta▲56

    Revolutionary asset tracker and investment analysis platform

    2022 · portfoliometa.com · its alternatives →

23. 23
    Carry Lab▲12

    Where business owners go to master money

    2025 · its alternatives →

24. 24
    Wealth Guard▲11

    Tracking your assets and investments have never been easier

    2025 · wealthguardapp.de · its alternatives →

Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →