# Compare Shareworks vs Carta 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Shareworks and Carta based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/166953-220278/Shareworks-vs-Carta --- # Shareworks vs Carta Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Shareworks Carta2/4 selected [Shareworks](https://www.capterra.com/p/166953/Shareworks/) [3.2 (19)](https://www.capterra.com/p/166953/Shareworks/reviews/) [Carta](https://www.capterra.com/p/220278/Carta/)[4.2 (62)](https://www.capterra.com/p/220278/Carta/reviews/) [## Shareworks](https://www.capterra.com/p/166953/Shareworks/)[3.2 (19)](https://www.capterra.com/p/166953/Shareworks/reviews/) Starting Price $3.00/month Value-for-Money 3.1 Functionality 3.2 Ease of Use 3.1 Customer Service 2.5 Reviews Sentiment Based on [19 reviews](#user-reviews) Positive 9 Neutral 2 Negative 8 [## Carta](https://www.capterra.com/p/220278/Carta/)[4.2 (62)](https://www.capterra.com/p/220278/Carta/reviews/) Starting Price Contact vendor Value-for-Money 3.6 Functionality 4.1 Ease of Use 4 Customer Service 3.7 Reviews Sentiment Based on [62 reviews](#user-reviews) Positive 51 Neutral 4 Negative 7 ## Not a match? 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NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES. Best for Carta manages equity for 40,000+ customers, helping companies manage their cap tables, valuations, portfolio investments, and equity plans. ## User reviews Pros & cons Not enough reviews LT Luke T. Engineer > "Very useful tool for any kind of meeting management" [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___7081073) SK Sarah K. People Ops Manager > "Equity administration can be very confusing, and I sometimes find myself getting lost in the admin..." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___6853713) VR Verified Reviewer Recruiting Manager > "I love how we can get updates based on several other clients' comp data." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___6328659) SR Samuel R. Head of Business Development > "Overall toxic firm that should be avoided at all cost" [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___6809755) JL Joon L. COO > "As start up COO, Carta has been saving lots of time to grant stocks or stock options." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___6729408) SR Samuel R. Head of Business Development > "Horrible experience - incompetent staff with no interest in trying to help" [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___6809755) JL Joon L. COO > "Overall experience with Carta is great, but it would be great if Carta becomes more than just..." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___6729408) JW James W. President > "They don't seem to be competent and want to charge me $500 to make a copy of a stock certificate..." [See full review](https://www.capterra.com/p/220278/Carta/#SoftwareAdvice___3643155) JM James M. COO > "It has saved countless hours in spreadsheets, providing a turnkey solution that is accurate and..." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___4424018) ED Emily D. HR Director > "it was extremely slow to get a response." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___4377293) ED Emily D. HR Director > "Carta is very convenient if you want your employees (and ex employees) to be able to track their..." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___4377293) CD Carolyn D. CEO > "They are an unethical nightmare." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___4389838) JO Joe O. VP of Finance > "Well structured reports, funding overviews, cap tables, and ability to create a data room for..." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___3329406) LF Luke F. Analytics Manager > "Carta’s handling of the Affirm IPO was a debacle." [See full review](https://www.capterra.com/p/220278/Carta/#SoftwareAdvice___2862071) ED Emily D. HR Director > "For how large and popular Carta software is, I expect a higher level of support and functionality." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___4377293) SL Sho L. Corporate Counsel > "A major part is requiring a good foundation in securities and stock options knowledge, which I..." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2615364) MD Margaret D. VP Finance > "Great for cap table management. " [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___4219960) LF Luke F. Analytics Manager > "I would generally be concerned about the quality of their software." [See full review](https://www.capterra.com/p/220278/Carta/#SoftwareAdvice___2862071) BM Braden M. Sr. CSM > "Easy to navigate and helped me create a better understanding of where I was with my equity" [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___3634839) VR Verified Reviewer Associate Product Manager > "It's not easy to tell which grants are active vs which ones are voided." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2722509) VR Verified Reviewer Account Manager > "I've used Carta through multiple companies and I love how it takes complex legal language and..." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2721884) SL Sho L. Corporate Counsel > "I have nothing else to compare Carta to, so I don't even know how to respond. " [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2615364) JS John S. Operations Manager > "Carta made the implementation easy and the ongoing maintenance has been a breeze." [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2869327) SL Sho L. Corporate Counsel > "Not very intuitive to use! " [See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2615364) [View Reviews](https://www.capterra.com/p/220278/Carta/reviews/) ## User interface [Shareworks](https://www.capterra.com/p/166953/Shareworks/) 3.16 (19) [Carta](https://www.capterra.com/p/220278/Carta/) 4.19 (62) ### Features Shareworks Top features 23/37 - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Management - Audit Trail - Cap Table Management - Client Portal - Compliance Management - CRM - Customizable Reports - Deal Management - Document Management - Document Storage - Financial Analysis - Financial Management - Financial Modeling - Forecasting - Generative AI - Grant Management - Investor Reporting - Multi-Currency - Performance Metrics - Portfolio Management - Private Equity - Public Equity - Real-Time Analytics - Real-Time Data - Reporting & Statistics - Role-Based Permissions - Scenario Planning - Third-Party Integrations - Transaction History - Valuation Management - Vesting Management - Workflow Management [See all features](https://www.capterra.com/p/166953/Shareworks/#features) Carta 20/37 - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Management - Audit Trail - Cap Table Management - Client Portal - Compliance Management - CRM - Customizable Reports - Deal Management - Document Management - Document Storage - Financial Analysis - Financial Management - Financial Modeling - Forecasting - Generative AI - Grant Management - Investor Reporting - Multi-Currency - Performance Metrics - Portfolio Management - Private Equity - Public Equity - Real-Time Analytics - Real-Time Data - Reporting & Statistics - Role-Based Permissions - Scenario Planning - Third-Party Integrations - Transaction History - Valuation Management - Vesting Management - Workflow Management [See all features](https://www.capterra.com/p/220278/Carta/#features) ### Recognition No recognitions have been awarded to Shareworks No recognitions have been awarded to Carta ### Deployment & support Shareworks Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Carta Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Shareworks - By Morgan Stanley - Located in Canada - Founded in 1999 Carta - By Carta - Located in United States - Founded in 2012 ## Popular Comparisons [Carta](https://www.capterra.com/p/220278/Carta/)[4.19 (62)](https://www.capterra.com/p/220278/Carta/reviews/) vs [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.58 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.1 Features 4.4 4.0 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/220278-236476/Carta-vs-Certent-Equity-Management) [Carta](https://www.capterra.com/p/220278/Carta/)[4.19 (62)](https://www.capterra.com/p/220278/Carta/reviews/) vs [Vestd](https://www.capterra.com/p/207791/Vestd/)[4.88 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) Contact vendor for pricing Price £25/month 4.1 Features 4.7 4.0 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/207791-220278/Vestd-vs-Carta)