Alternatives to Carta
The top Financial Services companies similar to Carta, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
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Slice63FintechTel Aviv, Israel$42.0MAI-native global equity compliance and management platform for multinational companies.
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Semper56FintechLondon, United Kingdom$7.5MFacilitated secondary share transactions for private companies, acquired by Crowdcube.
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Eq .28FintechSan Francisco, United StatesA platform for managing equity and cap tables for startups and venture capital firms.
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Accumulator52FintechSan Francisco, United States$46.0MFinancial infrastructure for private tech liquidity, managing wealth concentration risk for founders and shareholders.
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Zugi AI33Venture CapitalTel Aviv, IsraelAI-powered venture fundraising and investor analysis platform.
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Qapita45FintechSingapore, Singapore$36.8MDigital employee share ownership platform for startups and SMEs in Southeast Asia.
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Skala41LegalTechTel Aviv, Israel$1.2MAll-in-one legal platform for startups to incorporate, manage companies, and handle legal documents.
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Eqvista21FintechNew York, United StatesA cap table management software for startups, private companies, and investors to manage equity and valuations.
- Website Celestialcapital35Fintech$1.0M
AI-powered platform for managing and optimizing private market investments.
- Website Ownershiparchitect35Fintech$1.5M
AI-powered platform for automating and optimizing business ownership structures and cap tables.
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ProRata35FintechTel Aviv, Israel$42.8MProRata is a platform that helps companies manage and distribute equity.
- Website Caphelix15Fintech
Caphelix provides a platform for managing and automating equity compensation for startups.
- Website AngelarchivesFintech
Platform for managing and analyzing angel investment portfolios and cap tables.
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EquityWize30FintechTel Aviv, IsraelFintech platform simplifying stock options and equity management for startups and employees.
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Platform for managing and tracking equity ownership for startups and employees.
- Website BEBetterComp37HR TechSan Francisco, United States$36.0M
AI-powered compensation intelligence platform for startups and growing companies.
- Website Swelv36Fintech$1.0M
Swelv provides fund lifecycle infrastructure for private capital, streamlining capital calls, distributions, and LP reporting.
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Caplight Technologies, .11FintechNew York, United StatesCaplight is the leading platform for Private Market Data & Trading, offering trade insights, historical pricing trends, and real-time market alerts.
- Website Pen9FintechSan Francisco, United States
Pen is a platform that helps companies manage and automate their equity compensation plans for employees.
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Updrift8FintechThe operating system for founders to raise capital, search investors, and scale with confidence.
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Capitalreg7LegalTechCapitalreg provides a platform for managing regulatory compliance and corporate governance for businesses.
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Agentiveequity6FintechAI-powered platform for managing and optimizing equity for startups and investors.
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Cogni Capital Chain Lab21FintechBuilding decentralized infrastructure for capital markets to create a more efficient and transparent financial ecosystem.
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Buildtoexit10AI Search EngineAI-powered platform for founders to build, grow, and exit their businesses.
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Felixventures8FintechAI-first finance, operations, and strategy for scale-ups.
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Capitaltracks7FintechAn automated platform for tracking, managing, and reporting venture capital fund performance.
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Intuit85Financial ServicesMountain View, United States$8.5BIntuit is a global financial technology company providing software and services for consumers and small businesses.
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Overbay Capital Partners55Financial ServicesToronto, Canada$63.0MAlternative asset manager focused on the secondaries market.
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K1x55Financial ServicesMorristown, USA$175.0MAI-native private markets tax data platform.
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PvX Partners51Financial ServicesSingapore, Singapore$3.8MFinancial services platform specializing in cohort financing and market intelligence for consumer applications.
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Pluvo49Financial ServicesSan Francisco, USA$6.0MAI Decision Intelligence Platform for Modern Finance Teams
- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
A private equity firm focused on investing in and growing independent registered investment advisors (RIAs).
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Brevet Capital Management40Financial ServicesNew York, USA$150.0MA private credit investment firm.
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Quantexa76Financial ServicesLondon, United Kingdom$233.0MQuantexa provides a contextual decision intelligence platform.
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Fair Isaac Corporation (FICO)60Financial ServicesBozeman, United StatesA global leader in data analytics and decision management software for financial services.
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Monzo71Financial ServicesLondon, United Kingdom$1.8BA leading UK-based challenger bank offering a mobile-first banking experience.
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A financial services company focused on life insurance and retirement solutions.
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KBRA66Financial ServicesNew York, United States$915.0MA full-service global rating agency.
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Quartr62Financial ServicesStockholm, Sweden$34.0MThe AI infrastructure for company research.
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TradingHub46Financial ServicesLondon, United KingdomIntelligent trade surveillance technology for global financial institutions to detect complex market abuse.
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Gryphon Investors41Private EquitySan Francisco, United States$63.0MA private equity firm focused on investing in and advising middle-market companies.
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REG Technologies44Financial ServicesLondon, United KingdomProvider of compliance and regulatory risk software for the insurance and financial services sector.
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Provides equipment financing solutions.
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White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0MA global investment firm providing capital solutions to businesses.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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iA Groupe financier57Financial ServicesQuebec City, Canada$1.5BA financial services group committed to innovation and community.
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Autire42Financial ServicesSan Francisco, USACloud-based and AI-powered platform supporting CPA firms in employee benefit plan audits.
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spektr55Financial ServicesCopenhagen, Denmark$25.4MAI infrastructure for financial services compliance.
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The Globe Resources Group54Financial ServicesWichita, United States$117.5MFamily office owner of GeoWealth.
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Gigacover54Financial ServicesSingapore, Singapore$2.2MGigacover provides flexible and affordable insurance and healthcare products for freelancers and SMEs.
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Theia Insights54Financial ServicesCambridge, United States$8.0MAI-driven map of the global economy for financial institutions.
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Fuse53Financial ServicesNew York, United States$25.0MAI-native loan origination system helping credit unions and banks replace legacy software.
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Metropolitan Bank Holding52Financial ServicesNew York, United States$284.0MA bank holding company providing commercial and personal banking services primarily in the New York metropolitan area.
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Corlytics52Financial ServicesDublin, Ireland$63.0MAI-powered regulatory intelligence for financial services.
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Skyfire51Financial ServicesSan Francisco, US$8.5MAgentic commerce platform enabling AI agents for payments, identity, and services.
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GigCapital751Financial ServicesHouston, United States$200.0MA SPAC combining with a developer of micro-modular nuclear reactor technology.
- Website NENeuberger Berman75Financial ServicesNew York, United States
A global, private, employee-owned investment management firm serving institutional and private clients worldwide.
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Deutsche Bank75Financial ServicesFrankfurt, GermanyA leading global investment bank and financial services company headquartered in Frankfurt, Germany.
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Chicago Atlantic50Financial ServicesChicago, USA$63.0MA private market lender providing flexible capital solutions.
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Marloo50Financial ServicesLondon, United Kingdom$15.4MAn AI partner for financial advisers.