# 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 ## Not a match? 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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 [WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/)[4.75 (88)](https://www.capterra.com/p/10002315/WOWS-Cap-Table/reviews/) 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/)[4.85 (26)](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)