Carta vs. WealthBlock Comparison


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About Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.	About WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments	Audience VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $2,800 per year Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 1.0 / 5 ease 1.0 / 5 features 1.0 / 5 design 1.0 / 5 support 1.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Carta Founded: 2012 United States carta.com	Company Information WealthBlock Founded: 2018 United States wealthblock.ai/
Alternatives Ledgy	Alternatives Dynamo Software
AngelList	Atominvest Software Atominvest
Cake Equity	Allvue Allvue Systems
Tactyc by Carta Carta	AIM Altvia Solutions
VESTBERRY Vestberry View All	eFront eFront, a part of BlackRock View All
Categories Board Management Business Valuation Compensation Management Equity Management Financial Reporting Financial Risk Management Fund Accounting Investment Management Salary Benchmarking Venture Capital Management	Categories Financial CRM Investment Management Investor Relations Private Equity Venture Capital Management Virtual Data Room Wealth Management
Show More Features Board Management Features Agenda Time Management Approval Process Management Board Assessment Calendar Management Collaboration D&O Questionnaires Document Management Electronic Signature For Nonprofits Member Directory Minutes Management Polls / Voting Role-Based Permissions Roles and Terms Single Sign On Skills Tracking Compensation Management Features Bonus Management Compensation Assessment Compensation Calculation Compensation Plan Modeling Compensation Statements Employee Reward Programs Incentive Programs Organizational Charting Salary Planning Equity Management Features Cap Table Management Deal Management Document Storage ESOP Management Financial Modeling Options Management Participant Portal Portfolio Management Private Equity Public Equity Valuation Management Vesting Management VSOP Management Financial Reporting Features "What If" Scenarios Audit Trail Balance Sheet Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Financial Risk Management Features Compliance Management Credit Risk Management For Hedge Funds Liquidity Analysis Loan Portfolio Management Market Risk Management Operational Risk Management Portfolio Management Portfolio Modeling Risk Analytics Benchmarks Stress Tests Value At Risk Calculation	Investment Management Features Accounting Management Benchmarking Bonds / Stocks Client Management Commodities Compliance Reporting Data Import / Export For Investment Advisors For Investors & Traders Fund Management Modeling & Simulation Payroll & Commissions Performance Metrics Portfolio Management Risk Management Show More Features Investor Relations Features Automated Reporting Compliance Management Custom Emails / Newsletters Data Centralization Deal & Acquisition Management Document Creation Document Management Electronic Signature Investor CRM Investor Transactions / Valuations IR Website Builder Virtual Data Room Features Anonymity Management Audit Trail Collaboration Data Protection Data Storage Management Document Tagging Due Diligence Management Procurement Management Project Management Role-Based Permissions Secure Preview
Integrations AccessOwl BambooHR Calendly Complete Comprehensive Docusign Easop FlowFi Google Data Studio Mailchimp Mangopay Onfido Pave Quanta Tactyc by Carta TriNet Twilio Vertalo Zapier Show More Integrations View All 21 Integrations	Integrations AccessOwl BambooHR Calendly Complete Comprehensive Docusign Easop FlowFi Google Data Studio Mailchimp Mangopay Onfido Pave Quanta Tactyc by Carta TriNet Twilio Vertalo Zapier Show More Integrations View All 15 Integrations
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