Top Carta Alternatives

Fidelity

fidelity.com

The Fidelity Investments app allows users to manage financial assets, monitor retirement savings, conduct trades, and access research and investment tools.

Monarch

monarchmoney.com

Monarch is a personal finance app that helps users track expenses, manage budgets, and plan financially from a unified dashboard across devices.

Koyfin

koyfin.com

Koyfin is a financial analytics platform for advisors to track portfolios, analyze investments, create reports, and conduct stock research.

Clearco

clear.co

Clearco offers revenue-based financing for startups, providing quick funding without equity loss, focusing on businesses with solid revenue streams.

Betterment

betterment.com

Betterment helps employers manage 401(k) plans, offering investment management, financial guidance, and various tools for employee retirement savings.

Affinity

affinity.co

Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.

Easop

easop.com

Easop is a SaaS platform that enables startups to manage global equity compensation and tax handling for employees, contractors, and advisors across 65 countries.

Qapita

qapita.com

Qapita is an equity management platform for startups and companies, offering tools for cap tables, ESOP management, and investor relations.

Nana Fund

nana.fund

Nana Fund connects veteran-owned businesses with various funding options, including grants, loans, and venture capital to support their growth.

AngelList

angellist.com

AngelList connects investors, fund managers, and startups, facilitating investments and providing services for business management.

Orchestra.io

orchestra.io

Orchestra.io helps businesses manage equity and investor relations by tracking share registries, cap tables, and employee share schemes in one platform.

Trica

trica.co

Trica helps companies manage equity, stock options, and cap tables with user-friendly features and affordable pricing, used by over 550 businesses globally.

Fundwave

fundwave.com

Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.

ShareForce

shareforce.net

ShareForce is an app for managing and reporting on equity and cash incentive plans for private, growing, and listed companies.

LiveRem

liverem.com

LiveRem is an HR benchmarking platform that connects to payroll systems, providing real-time insights and market comparisons to assist organizations in decision-making.

Venture360

venture360.co

Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.

Investipal

investipal.co

Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.

Zapflow

zapflow.com

Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.

RightCapital

rightcapital.com

RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.

Salary.com

salary.com

Salary.com provides accurate pay data and compensation management tools for businesses and individuals to understand salary trends and make informed compensation decisions.

Venture IQ

ventureiq.nl

Venture IQ is a platform that provides data and tools for venture capital and private equity investments, aiding in market analysis, deal sourcing, and portfolio management.

Tresmark

tresmark.com

Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.

Nitrogen

nitrogenwealth.com

Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.

Cake

cakeequity.com

Cake is an app that enables companies to manage equity, simulate raises, and handle shareholders globally through cap tables and equity templates.

Kubera

kubera.com

Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.

Finta

trustfinta.com

Finta is an AI-powered platform that streamlines fundraising and investor relations with features like a secure deal room, investor CRM, and investment transfer management.

Ravio

ravio.com

Ravio is a compensation management platform that helps tech companies benchmark salaries, manage pay transparency, and streamline compensation processes.