Carter is a modern financial services company that provides a holistic platform for wealth management. Its core offering includes access to actively managed investment portfolios, which are typically reserved for institutional or ultra-high-net-worth investors. The company's mission is to democratize access to sophisticated financial strategies. In addition to its investment services, Carter offers high-yield cash accounts and premium banking features. The services are delivered through a membership model, emphasizing exclusivity and a high-touch experience. The investment advisory services are provided through its SEC-registered subsidiary, Carter Capital, LLC.

Founded in

United Kingdom