Top Carta Alternatives

Fidelity

Fidelity

fidelity.com

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

Koyfin

Koyfin

koyfin.com

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

Monarch

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.

Betterment

Betterment

betterment.com

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

Affinity

Affinity

affinity.co

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

RightCapital

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.

Finta

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.

AngelList

AngelList

angellist.com

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

Salary.com

Salary.com

salary.com

Nitrogen

Nitrogen

nitrogenwealth.com

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

Arcoro

Arcoro

arcoro.com

Arcoro is modular HR software designed for construction companies, offering tools for applicant tracking, onboarding, time management, and more.

Tresmark

Tresmark

tresmark.com

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

Cake

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.

Ravio

Ravio

ravio.com

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

Standard Metrics

Standard Metrics

standardmetrics.io

Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.

Clearco

Clearco

clear.co

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

Kubera

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.

InvestGlass

InvestGlass

investglass.com

InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.

Salto X

Salto X

saltox.co

Salto X is a cap table management platform that simplifies equity management for growing teams with an intuitive interface and scalable design.

Cyndx

Cyndx

cyndx.com

Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.

Figures

Figures

figures.hr

Figures is a compensation management app that helps companies benchmark, plan, and manage salary decisions with comprehensive data and tools.

Investipal

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.

Ledgy

Ledgy

ledgy.com

Ledgy is an equity management platform that automates tracking, managing, and reporting of employee stock options and cap tables for businesses.

Altruist

Altruist

altruist.com

Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.

Qapita

Qapita

qapita.com

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

Vumi

Vumi

vumi.io

Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.

Skylark AI

Skylark AI

skylarkai.com

Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.

Vyzer

Vyzer

vyzer.co

Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.

Caruso

Caruso

getcaruso.com

Caruso is a software platform for private market fund management, streamlining operations for fund managers in real estate, agriculture, private credit, and private equity.

Fairmint

Fairmint

fairmint.com

Fairmint is an app that allows you to grant equity to contributors and receive investment from supporters, enabling community involvement in your company.

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