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Carta vs Pulley Comparison (2026)
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Good recommendations?
Overview
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.2
66
5
4
3
2
1
38
17
4
1
6
- Value for money
- Ease of use
- Features
- Customer support
5.0
16
5
4
3
2
1
16
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros

Aleah H.
OSS

Aleah H.
OSS
Sarah K.
People Ops Manager
Pros
Not enoughreviews yet
Cons
Carolyn D.
CEO
Ahmed E.
Management Accountant
Moses H.
CEO
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review4 years ago
Key features
- Total features53
- "What If" Scenarios
- ACH Payment Processing
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compensation Statements
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Duplicate Detection
- Electronic Signature
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Portal
- Employee Reward Programs
- Enterprise Risk Management
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- Forecasting
- Fund Management
- General Ledger
- Generative AI
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Operational Risk Management
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Private Equity
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Trade Tracking
- Transaction History
- Valuation Management
- Vesting Management
- Workflow Management
- Total features45
- "What If" Scenarios
- ACH Payment Processing
- AI Copilot
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compensation Statements
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Duplicate Detection
- Electronic Signature
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Portal
- Employee Reward Programs
- Enterprise Risk Management
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- Forecasting
- Fund Management
- General Ledger
- Generative AI
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Operational Risk Management
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Private Equity
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Trade Tracking
- Transaction History
- Valuation Management
- Vesting Management
- Workflow Management
Integrations
- Total integrations4
- Anchorage Digital
- BambooHR
- Binance
- Bitgo
- Coinbase
- Deel
- Front
- GitHub
- Gusto
- HiBob
- Humaans
- Insperity
- Justworks
- MINA Reviews
- Namely
- Paychex
- Paycom
- Paylocity
- Personio
- Plaid
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- QuickBooks Payroll
- RUN Powered by ADP
- Rippling
- Sage HR
- Salesforce Platform
- Sapling
- Sequoia One
- Slack
- Solana
- Square Payroll
- Stripe
- Theta
- TriNet PEO
- UKG Pro
- Wave
- Workday Financial Management
- Xero
- Total integrations39
- Anchorage Digital
- BambooHR
- Binance
- Bitgo
- Coinbase
- Deel
- Front
- GitHub
- Gusto
- HiBob
- Humaans
- Insperity
- Justworks
- MINA Reviews
- Namely
- Paychex
- Paycom
- Paylocity
- Personio
- Plaid
- QuickBooks Online Accountant
- QuickBooks Online Advanced
- QuickBooks Payroll
- RUN Powered by ADP
- Rippling
- Sage HR
- Salesforce Platform
- Sapling
- Sequoia One
- Slack
- Solana
- Square Payroll
- Stripe
- Theta
- TriNet PEO
- UKG Pro
- Wave
- Workday Financial Management
- Xero






