Carry offers an intuitive platform for business owners to set up and manage Solo 401k, IRAs, and brokerage accounts without asset management fees. It streamlines processes like the Mega Backdoor Roth and Regular Backdoor IRAs with ease, eliminating outdated paperwork methods. Carry Advisors is registered with the SEC, ensuring security and compliance. The service includes consultation access with advisors for Pro Plan members. Upcoming features include Cash Balance Plans and Donor Advised Funds. Carry is designed to significantly reduce tax bills for high-earners and side-hustlers through strategic account contributions and advanced tax-saving mechanisms, all within a user-friendly interface.

Carry

Carry streamlines tax-saving and investment strategies for business owners.

For SMB owners

Teamshares specializes in purchasing small businesses from owners approaching retirement and converting these companies into employee-owned enterprises. Upon acquisition, 10% of business stock is granted to the employees, and ownership interest grows to 80% over 20 years through continued service—employees don’t need to pay for the stock. This model preserves the businesses as local entities, secures the owner's legacy through employee ownership, and avoids company closure. It supports a sustainable business ecosystem where former owners, employee-owners, and the community at large benefit. Their network already spans 89 companies across 31 states and 42 industries, fostering over $25 million in new wealth for employee-owners.

Teamshares

Teamshares buys small businesses, transitions ownership to employees over time.

OpenStore specializes in acquiring and managing Shopify businesses, providing owners with two unique options. Owners can sell their Shopify stores directly to OpenStore, receiving 80% payment upfront, and the remaining 20% after a transition period. Alternatively, owners can maintain their business's ownership while OpenStore's team of experts manages operations for one year, assuring monthly payments regardless of the business's performance. OpenStore boasts a vast portfolio of over 40 brands and 100,000 products, servicing 1.7 million consumers. The criteria for partnership include a minimum operation of six months and $500k+ in net sales, predominantly to U.S. consumers.

OpenStore

OpenStore buys and operates Shopify stores, offering sale or management.

Splash is dedicated to creating the first national pool cleaning brand by acquiring profitable, well-established pool service companies. They target businesses with over three years of consistent profitability, strong reputations, and a minimum of $300k/year in pre-tax profit. Splash values your time, offering quick, efficient, and confidential acquisition processes, without the need for complex legal or financial knowledge. They ensure the continuity of company culture and team integrity post-acquisition. Splash's founder, Jeremy Yamaguchi, has substantial experience in the home services industry, further ensuring businesses thrive under their umbrella.

Splash

Acquires and operates pool service companies to build national brand.

Pipedreams specializes in purchasing and investing in reputable plumbing and HVAC companies, focusing on those with strong community trust and potential for growth. Leveraging next-generation technology, they transform traditional marketing strategies into digital-first operations, prioritizing data-driven decisions and organic traffic to efficiently increase revenue and stabilize staffing. Pipedreams commits to maintaining the original brand, culture, and team of acquired businesses, offering competitive compensation to owners and providing a pathway for either retirement or continued involvement. By offering a sustainable business advantage, Pipedreams aims to build upon the legacy of the businesses it acquires, ensuring long-term growth and innovation in the home services sector.

Pipedreams

Pipedreams acquires and technologically advances home service businesses for growth.

Future of asset management

Compound is a New York-based investment adviser registered with the SEC. It provides modern wealth management services through Compound Planning, and tax consulting and compliance via its subsidiary, Compound Tax, LLC. The company offers general market commentary and opinions through various published materials, which do not constitute legal or investment advice. It's vital to note that Compound operates legally in jurisdictions where it is registered or exempt. For detailed information on their investment advisory services, interested parties should review Compound Planning's Brochure Form ADV 2A, and Form CRS. Compound emphasizes its services do not equate to solicitation for securities transactions.

Compound

Wealth management, investment, tax services, lending, estate planning integration.

Vise is an asset management platform that provides financial advisors with technology to build, manage, and explain personalized investment portfolios for clients. It allows consolidation of investment processes into one integrated solution. Vise supports large-scale customization to align with firm strategies and specific client goals, including tax management and values-based investing. The platform offers automated optimization, tax-loss harvesting, and cash management tools. Vise’s AI-enhanced features provide advisors with in-depth portfolio insights and transparent trade rationales. With a minimum investment of $10,000, Vise caters to various asset classes and strategies in a single account, thereby aiming to aid advisors in scaling their practices.

Vise

Vise automates personalized portfolio management for financial advisors.

Carry

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