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Carta

accounting and finance > Stock Trading & FX Software

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Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions. Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets.

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App Pricing Page

Launch	<ul> <li>Cap table & ESOP management</li> <li>Electronic securities</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>	Custom	Other
Paid	<ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>	Custom	Other
CartaX	<ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>	Custom	Other

This app has yearly payment discounts available.

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Customer Questions

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Carta

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Launch

<ul> <li>Cap table & ESOP management</li> <li>Electronic securities</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>

Custom

Other
Paid

<ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>

Custom

Other
CartaX

<ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>

Custom

Other

ZarMoney

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Entrepreneur

<ul> <li>1 User Only</li> <li>Unlimited Transactions</li> <li>U.S. Based Customer-Service</li> </ul>

15.00

Month
Small Business

<ul> <li>Includes 2 Users </li> <li>$10 for Each Additional User</li> </ul>

20.00

Month
Enterprise

<ul> <li>30+ Users</li> <li>Priority Support </li> <li>Custom Features </li> <li>Dedicated Account Rep</li> </ul>

350.00

Month

Local Trade Copier

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PERSONAL Plan

<ul> <li>Simultaneous use on 1x computer/VPS</li> <li>Unlimited licence transfer between machines</li> <li>For unlimited master/client accounts</li> <li>Support & Updates until cancelled</li> </ul>

19.36

Month
MANAGER Plan

<ul> <li>Simultaneous use on 5x computer/VPS</li> <li>Group Coaching Calls (Live & Replays)</li> <li>Martingale Mode</li> <li>MAAB Trade Filter</li> </ul>

60.11

Month
VIP Plan

<ul> <li>Simultaneous use on 15x computer/VPS</li> <li>Copy across Windows user profiles</li> </ul>

121.23

Month

FairPlay AI

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Enterprise

<ul> <li>Applicant Composition</li> <li>Fair Lending Analysis</li> <li>Fairness Optimizer</li> <li>Second Look</li> </ul>

Custom

Other

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