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Carta
5
36
4
15
3
4
2
1
1
6
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: March 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.
Starting price
Alternatives
with better value for money
Pros & Cons
Employee Management
Equity Management
Navigation
Stock Portfolio Management
Email Notifications
Stock Options
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?
I like that it is commonly used in tech companies so many investors are already comfortable with it.
Select to learn more
Who uses Carta?
Based on 62 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Carta's key features
Most critical features, based on insights from Carta users:
All Carta features
Features rating:
Carta alternatives
Carta
Starting from
No pricing info
Certent Equity Management
Starting from
No pricing info
Vestd
Starting from
25
Per month
SeedLegals
Starting from
49
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.
Sarah K.
People Ops Manager
Samuel R.
Head of Business Development
Carta integrations (4)
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)
“We are struggling with setting up a direct API of payroll detail by pay period directly to Sage Intacct GL.”
Shannon W.
Senior Director of Finance
Other top integrations
Carta support options
Typical customers
Platforms supported
Support options
Training options
Carta FAQs
Q. Does Carta support mobile devices?
Carta supports the following devices:
iPhone, iPad, Android
Q. What level of support does Carta offer?
Carta offers the following support options:
Knowledge Base, Chat, Email/Help Desk, Phone Support
