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Carta vs Shareworks Comparison (2026)

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Carta logo

Carta

Shareworks  logo

Shareworks

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.

Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.

  • 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

No videos yet

Pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

3

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

66

5

4

3

2

1

38

17

4

1

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
65%
would recommend this app

3.2

19

5

4

3

2

1

6

3

2

4

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
39%
would recommend this app

Pros

“It made managing equity information much easier to understand, and I appreciated having everything organized in one place.”
Verified reviewer profile picture

Aleah H.

OSS

“I found it to be a valuable tool for staying informed and organized, and overall I really enjoyed using it.”
Verified reviewer profile picture

Aleah H.

OSS

“The employee experience in Carta is really straightforward (and offers educational resources we love), and the reporting functionality for administrators is very thorough.”
SK

Sarah K.

People Ops Manager

Pros

Not enoughreviews yet

Cons

“I have reached out to the "success manager" assigned to our account to refund our money since we cancelled and she just doesn't respond to my emails. ”
CD

Carolyn D.

CEO

“I don't really have a complaint about Carta other than that it's hard to back up”
AE

Ahmed E.

Management Accountant

“They check in periodically to see if they can upsell me to add-on products that aren't useful to our business.”
MH

Moses H.

CEO

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features53
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • CRM
  • Cap Table Management
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Grant Management
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Multi-Currency
  • Operational Risk Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Private Equity
  • Public Equity
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Trade Tracking
  • Valuation Management
  • Vesting Management
  • Total features24
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • CRM
  • Cap Table Management
  • Client Portal
  • Collaboration Tools
  • Compensation Management
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Grant Management
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Multi-Currency
  • Operational Risk Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Private Equity
  • Public Equity
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Trade Tracking
  • Valuation Management
  • Vesting Management

Integrations

  • Total integrations4
  • Deel
  • QuickBooks Online Advanced
  • Rippling
  • Xero
  • Total integrationsN/A
  • Deel
  • QuickBooks Online Advanced
  • Rippling
  • Xero

Alternatives

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