@ocho.com
Carry is an all-in-one platform for tax-advantaged accounts, investments and strategy for business owners and high earning professionals.
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Ocho is a brand dedicated to building wealth for business owners. They offer a range of products and services designed to help entrepreneurs and professionals optimize their finances and achieve their long-term goals. One of their standout features is the Solo 401k, which is hailed as the best retirement account for self-employed individuals.
In addition to that, Ocho provides IRAs, including both Traditional and Roth options, to offer flexibility for different financial situations. To help clients level up their financial management skills, Ocho offers courses that cover various topics such as credit card points, estate planning, and small business accounting. They also provide valuable resources through their personal finance blog, newsletter, ebooks, and templates.
What sets Ocho apart is their personalized approach. Clients gain access to their own dedicated financial advisor to answer questions, offer guidance, and update financial plans based on any changes. This expert advice is available on the Pro plan.
Ocho's mission is to make financial management easy and accessible for busy professionals. Their customer testimonials rave about the platform's user-friendly interface and the peace of mind it brings. With Ocho, you can have your own team of financial experts and personalized advice without the high cost
Company Type
Privately Held
Company Size
11-50
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