# Compare Carta vs Certent Equity Management 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Carta and Certent Equity Management based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/220278-236476/Carta-vs-Certent-Equity-Management

---

# Carta vs Certent Equity Management 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:

CartaCertent Equity Management2/4 selected

[Carta](https://www.capterra.com/p/220278/Carta/)[4.2 (62)](https://www.capterra.com/p/220278/Carta/reviews/)

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

[## 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

[## Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.4

Functionality

4.4

Ease of Use

4.5

Customer Service

4.8

Reviews Sentiment

Based on [85 reviews](#user-reviews)

Positive

84

Neutral

0

Negative

1

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rated it above 4 stars

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## Summary

* * *

Features in Equity Management Software

Best performer

20 / 37

Only Carta

-   Document Management
-   Financial Modeling
-   Forecasting

18 / 37

Only Certent Equity Management

-   Activity Tracking
-   Alerts/Notifications
-   Audit Management

User satisfaction

User satisfaction

4.2

User reviews[62](https://www.capterra.com/p/220278/Carta/reviews/)

Ease of use

4.0

Functionality

4.1

Value for money

3.6

Customer support

3.7

User satisfaction

4.6

User reviews[85](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

Ease of use

4.5

Functionality

4.4

Value for money

4.4

Customer support

4.8

Price starts from

Price starts from

\--

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Carta manages equity for 40,000+ customers, helping companies manage their cap tables, valuations, portfolio investments, and equity plans.

Best for

Private and public companies of all sizes and stages, from start-up to enterprise in all industries.

## User reviews

Pros & cons

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 portal."

[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 tracking"

[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 I've had..."

[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 easy to..."

[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 vesting..."

[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 investors"

[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)

DB

David B.

Managing Member

> "The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every..."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2162105)

MD

Margaret D.

VP Finance

> "Great for cap table management. "

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___4219960)

SL

Sho L.

Corporate Counsel

> "A major part is requiring a good foundation in securities and stock options knowledge, which I clearly do..."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2615364)

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)

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)

VR

Verified Reviewer

Account Manager

> "I've used Carta through multiple companies and I love how it takes complex legal language and breaks it..."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2721884)

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)

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)

RC

Richard C.

CEO

> "The support staff are incredibly arrogant and everything about your business has to fit around Carta."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2099804)

FT

Frank T.

CFO

> "Integrated stock ledger and 409A valuations are a plus, too."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2141670)

RC

Richard C.

CEO

> "Seriously avoid unless you are a huge company and you feel like wasting enormous amounts of time"

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2099804)

SL

Sho L.

Corporate Counsel

> "When I have issues with this software (which is often), Carta's support team is usually very responsive and..."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2615364)

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)

VR

Verified Reviewer

Account Executive

> "It's a nice, easy to use platform, allowing us information about everything ESOP's and the related terms..."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2456098)

TS

Tatiana S.

Controller

> "I can't think of anything that can be improved as of now."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2141724)

VR

Verified Reviewer

Associate Product Manager

> "Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has..."

[See full review](https://www.capterra.com/p/220278/Carta/#Capterra___2722509)

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/)

VR

Verified Reviewer

Ops Lead

> "It provides a powerful, reliable engine for administering complex equity plans, backed by a strong and expert support team."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7034850)

LW

Lynne W.

Senior Director, SEC Reporting and Technical Accounting

> "It's sometimes a little challenging to determine what is the right report to run when I'm doing ad hoc analysis, so sometimes there's a bit more "trial and error"..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7009910)

JO

Joshua O.

Teacher

> "People appreciate its ability to handle intricate stock plans and the knowledgeable customer support team (often described as "equity experts")."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7054544)

RB

Rachel B.

Manager of Financial Reporting

> "The system is not incredibly intuitive (but then again, neither is equity management in general). When entering new grants and/or recording various transactions in..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6282183)

LW

Lynne W.

Senior Director, SEC Reporting and Technical Accounting

> "sensitive content hidden\] (the Principal Client Services Manager) and Certent's Plan Administration team are subject matter experts, respond quickly, ask the right..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7009910)

VR

Verified Reviewer

ceo

> "Restrictions on Making Updates: Some users noted that there are too many restrictions on making updates as an administrator, requiring them to go through the..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6703628)

AS

Anouar S.

blogger

> "Its intuitive design and comprehensive reporting capabilities streamline equity administration tasks. Despite minor areas for improvement, such as report..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6702599)

KO

Kenneth O.

Sr. Manager of Financial Reporting

> "Reports already created have a lot of unnecessary columns on them when they are run and there was no way for us to customize to what we needed."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6262482)

IC

Ishit C.

CEO

> "Certent Equity Management is a powerful tool for tracking and managing equity, offering strong automation and reporting features."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6706181)

SK

Sara K.

Stock Administrator and Legal Resource

> "Submitting a ticket for urgent help has been frustrating when I really needed help in the moment and couldn't wait 24-48 hours."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6273176)

MC

Marie C.

Associate Director Financial Reporting

> "Their website is easy to navigate and we are able to get our monthly expense and all of our quarterly disclosures from their reports. "

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7005915)

Komail R.

Manager, Financial Reporting

> "Sometimes reaching out to customer service does not yield a quick enough response."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6289534)

PW

Peter W.

Sr. HR Manager

> "The software makes it easier to stay compliant with SOX requirements, reports are fast and easy to generate, integrates well with Workday and brokerage firm."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6660554)

RB

Rachel B.

Manager of Financial Reporting

> "I also don't enjoy how frequently the passwords reset in the system."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6282183)

Iltaf H.

IT Admin

> "Overall, users appreciate the robust features and support offered by Certent Equity Management, but there are areas for improvement, particularly regarding the user..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6704528)

KY

Ken Y.

Manager, HRIS and Compensation

> "Navigation is clunky. "

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6273179)

RB

Roger B.

Financial Reporting

> "I am extremely happy with the functional capabilities this software provides our Company, as well as very satisfied with the working relationships established with..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6278564)

JN

James N.

SVP Finance and Treasury and Chief Accounting Officer

> "There is nothing that I can think of that fits this category."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6278827)

OT

Olivia T.

Tutor

> "The automation features save time and reduce errors in compliance and financial reporting."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6686139)

KB

Kathleen B.

CFO

> "Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2411818)

RB

Rachel B.

Manager of Financial Reporting

> "Also, the "help" topics section is very user-friendly and has a lot of great resources to help me navigate the system and answer my own questions."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6282183)

BS

Brie S.

Assistant Controller

> "Not having 162m reporting is a downfall and reports are very lengthy, with more columns that almost anyone would use."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2409536)

NS

Navneet S.

Accountant

> "The reliability and efficiency of the software exceeded my expectations. If you are looking for a robust and efficient equity management solution, this is a great..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6702249)

CE

Christopher E.

Corporate Controller

> "It also has some less-than-intuitive menu schemes and data reports that feel would be an easy fix, but they aren't ever addressed."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2394660)

SK

Sara K.

Stock Administrator and Legal Resource

> "I love that there is a "sandbox" for testing changes and uploading data before doing so in production. "

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6273176)

BS

Brie S.

Assistant Controller

> "You can customize the layout of your reports, but that is also very time consuming."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2409536)

KO

Kenneth O.

Sr. Manager of Financial Reporting

> "It's always important to have a good, dependable customer service representative at third-party service providers - especially equity management because some..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6262482)

SS

Sandra S.

VP Corporate Controller

> "The broker link with Merrill Lynch is not set up to accept Dividend / DEU accruals."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2394703)

MC

Meredith C.

Corporate Compensation Manager

> "Also, our insightsoftware representative,\[sensitive content hidden\] and her team are extremely responsive and diligent with our inquiries, updates, and reporting..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6267088)

CP

Carolyn P.

VP Corporate Controller

> "Broker interface is lacking functionality, especially for performance shares."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2395415)

YS

Yusuf S.

Owner

> "overall experience with Certent Equity Management is the user friendly interface it offers and if you need help amazing customer support it offers as well."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6684121)

SS

Steven S.

VP HR

> "It feels more like a Microsoft product that I have to learn rather than an apple product."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2396477)

RK

Ritesh K.

VP

> "The system has great details and is able to understand quite a bit of variations and nuances."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6673583)

AC

Adam C.

Director of Equity Compensation

> "The software is missing some key features that will impact the future."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2412268)

[View Reviews](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

## User interface

[Carta](https://www.capterra.com/p/220278/Carta/)

4.19 (62)

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)

4.58 (85)

### Features

Carta

Top features

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)

Certent Equity Management

18/37

-   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/236476/Certent-Equity-Management/#features)

### Recognition

No recognitions have been awarded to Carta

No recognitions have been awarded to Certent Equity Management

### Deployment & support

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

Certent Equity Management

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

Carta

-   By Carta
-   Located in United States
-   Founded in 2012

Certent Equity Management

-   By insightsoftware
-   Located in United States
-   Founded in 2018

## Popular Comparisons

[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)

[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/)

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

4.4

Features

4.7

4.5

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/207791-236476/Vestd-vs-Certent-Equity-Management)

[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/)

vs

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Contact vendor for pricing

Price

Contact vendor for pricing

4.4

Features

4.6

4.5

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/236476-10002315/Certent-Equity-Management-vs-WOWS-Cap-Table)

[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/)

vs

[Eqvista](https://www.capterra.com/p/184325/Eqvista/)[4.84 (25)](https://www.capterra.com/p/184325/Eqvista/reviews/)

Contact vendor for pricing

Price

$2/month

4.4

Features

4.8

4.5

Ease of Use

4.9

[View full comparison](https://www.capterra.com/compare/184325-236476/Eqvista-vs-Certent-Equity-Management)