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Carta
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
Table of Contents
Carta - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: January 2026
Carta overview
What is Carta?
Carta is a cloud-based equity management solution that helps investors, law firms, and public and private companies manage valuations, equity plans, cap tables, and investments. The solution enables users to track employee and non-employee equity on a unified platform, enabling them to handle employee stock purchase plans and administration efficiently.
Primary features of Carta include shareholder management, form 3921 generation, audit-based expense accounting, real-time metrics, a visual dashboard, venture fund administration, board meeting management, rule 701 management, ASC 820 valuations, custody, safekeeping, and more. The platform allows investors and employees to accept exercise options, electronic securities, and monitor vesting schedules. Plus, the solution lets users administer liquidity programs, leveraging a centralized dashboard, progress tracker, and transaction manager.
Carta comes with an integrated compliance module, enabling users to be compliant while issuing equity to get 409A valuations. Carta offers an API and integrates with third-party finance and HR applications such as Quickbooks, Xero, and Betterment.
Key benefits of using Carta
• The platform comes with three products including investor updates, board resolutions, and board management to streamline investor and board management.
• Carta provides public companies with an SEC-acknowledged transfer agent with features comprising proxy services, annual meeting support, and access to stakeholder information.
• Carta's equity plan administration functionality supports most equity plans and award types.
• The solution offers safekeeping and a custody feature, helping users digitize their security and update their data on the platform.
Starting price
Alternatives
with better value for money
Carta’s user interface
Carta pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
3.6
Features
4.1
Ease of use
4.0
Customer support
3.7
Reviews sentiment
What do users say about Carta?
Users say Carta is straightforward and easy to use, with a simple setup process and clear explanations for information. They find the platform helpful for understanding ESOPs and related terms, and appreciate the detailed tutorials and user-friendly interface. Some mention the design is clean and reading information is easy.
They report that certain workflows can be complex and not always intuitive, with some describing the experience as clunky or bare. They feel forecasting and projecting features are lacking, and some find the customer support and pricing less favorable, especially for startups.
Who uses Carta?
Based on 62 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Carta's key features
Most critical features, based on insights from Carta users:
All Carta features
Features rating:
Carta awards
Carta alternatives
Carta
Starting from
No pricing info
Xero
Starting from
25
Per month
NetSuite
Starting from
No pricing info
Zoho Books
Starting from
20
Per month
Carta pricing
Pricing plans
Pricing details:
Launch
No pricing info
Features included:
- Cap table management
- SAFE modeling
- Automated onboarding
- Fundraising benchmarks
Build
No pricing info
Features included:
- Everything in Launch
- White glove onboarding
- Premier support
- Priced round modeling
- Deal-ready Pro Forma
Grow
No pricing info
Features included:
- Everything in Build
- 409A valuations
- 83(b) electronic filing
- Form 3921
Scale
No pricing info
Features included:
- Everything in Grow
- GAAP Financial Reporting (ASC-718)
- IFRS Financial Reporting
User opinions about Carta price and value
Value for money rating:
To see what individual users think of Carta's price and value, check out the review snippets below.
Verified reviewer
Anonymity request
Verified reviewer
Anonymity request
Carta integrations (14)
Integrations rated by users
We looked at 62 user reviews to identify which products are mentioned as Carta integrations and how users feel about them.
Integration rating: 3.0 (1)
Other top integrations
Carta support options
Typical customers
Platforms supported
Support options
Training options
Carta FAQs
Carta has the following pricing plans:
Pricing model: Free, Subscription
These products have better value for money
Q. Who are the typical users of Carta?
Carta has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Q. What languages does Carta support?
Carta supports the following languages:
English
Q. Does Carta support mobile devices?
Carta supports the following devices:
Android, iPad, iPhone
Q. Does Carta offer an API?
Yes, Carta has an API available for use.
Q. What other apps does Carta integrate with?
Carta integrates with the following applications:
QuickBooks Online Advanced, Deel, Rippling, Xero
Q. What level of support does Carta offer?
Carta offers the following support options:
Knowledge Base, Chat, Email/Help Desk, Phone Support
