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Certent vs Carta Comparison (2026)

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Certent

Carta

Overview

Certent takes employee equity management off your hands, replacing manual processes with an automated and flexible offering. Trusted for more than 20 years, it scales with your business without any need for migration or broker lock-in.

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.

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

view more detailsview details

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

view more detailsview details

Video & Screenshots

Pricing

Starting from

No pricing info

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

No pricing info

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.6

Value for money

Ease of use

Features

Customer support

82%

would recommend this app

4.2

Value for money

Ease of use

Features

Customer support

65%

would recommend this app

Pros

“The platform offers a comprehensive solution that streamlines the entire equity process, from grant processing to exercise and settlement”

Przemysław S.

ceo

“Certent Equity Management offers a user-friendly interface with robust reporting tools, making it easy to manage equity plans.”

Olivia T.

Tutor

“I would like to see Certent have the ability to assign tax withholding rates to individual participants and not have to update them with each transaction.”

Marie C.

Associate Director Financial Reporting

Pros

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

Aleah H.

OSS

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

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.”

Sarah K.

People Ops Manager

Cons

“Additionally, while the platform is intuitive, initial setup can be complex, and customer support response times may sometimes be slower than expected.”

Anouar S.

blogger

“We tried to set up the Section 16 module, but with our company having some legacy plans before we spun from our parent, it was becoming too difficult and too costly to properly pull in that data.”

Sara K.

Stock Administrator and Legal Resource

“Its sometimes cumbersome to make changes in the system. ”

Ritesh K.

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. ”

Carolyn D.

CEO

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

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.”

Moses H.

CEO