List of Carta Equity Management Customers

Carta

195 Page Mill Rd,
Palo Alto, 94306, CA,
United States

https://www.carta.com/

n/a

Professional Services

200

$30M

Since 2010, our global team of researchers has been studying Carta Equity Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased Carta Equity Management for Equity Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using Carta Equity Management for Equity Management include: Smartsheet, a United States based Professional Services organisation with 3370 employees and revenues of $1.15 billion, Afiniti, a Bermuda based Professional Services organisation with 2000 employees and revenues of $350.0 million, Modern Health, a United States based Healthcare organisation with 500 employees and revenues of $100.0 million, Carta, a United States based Professional Services organisation with 200 employees and revenues of $30.0 million, M13, a United States based Banking and Financial Services organisation with 100 employees and revenues of $25.0 million and many others.

Contact us if you need a completed and verified list of companies using Carta Equity Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The Carta Equity Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight Source
Acadian Ventures	Banking and Financial Services	10	$3M	United States	Carta	Carta Equity Management	Equity Management	2019	n/a	In 2019, Acadian Ventures implemented Carta Equity Management as its Equity Management solution to centralize cap table administration and option plan workflows. The Carta Equity Management deployment is a cloud-hosted vendor application provisioned for the firm, configured to handle electronic equity issuance, grant tracking, vesting schedules, and shareholder recordkeeping aligned with private company governance practices. The implementation targets finance and founder stakeholders and is sized for a small private firm operating in the United States. Acadian Ventures surfaces Carta Equity Management functionality on its website to provide shareholder self-service for ownership statements and grant acceptance, embedding the vendor portal into the company public investor experience. Operational coverage focuses on corporate finance, legal approvals, and founder access, with role-based access controls and configured approval workflows for equity transactions. The deployment emphasizes cap table accuracy, option grant lifecycle management, and shareholder portal governance using Carta Equity Management.
Afiniti	Professional Services	2000	$350M	Bermuda	Carta	Carta Equity Management	Equity Management	2024	n/a	In 2024, Afiniti implemented Carta Equity Management as its cloud-hosted platform for equity administration, adopting a solution in the Equity Management category. The deployment is surfaced on Afiniti's public website to provide stakeholder and investor self-service alongside internal administration. The implementation focused on core Equity Management capabilities, including centralized cap table management, grant and option administration, equity plan modeling, valuation coordination, and shareholder portal access. Carta Equity Management was configured to enforce role-based access controls, maintain audit trails, and support compliance reporting and board reporting workflows consistent with equity administration practices. Operational coverage spans finance, legal, HR, and investor relations functions, with governance changes to formalize approval workflows for equity grants and to centralize equity governance and recordkeeping. The integration into Afiniti's website provides a customer facing and employee facing access point for holdings and communications, while internal processes were aligned to the platform's administration and reporting modules.
Blockchain Capital	Banking and Financial Services	10	$1M	United States	Carta	Carta Equity Management	Equity Management	2021	n/a	In 2021, Blockchain Capital implemented Carta Equity Management. The deployment uses Carta Equity Management in the Equity Management category and is surfaced on the firm website, providing an externally accessible investor portal and public-facing equity access points for stakeholders. Configuration emphasizes core Equity Management functions including cap table management, security issuance and option administration, and role-based stakeholder access controls. The implementation centralizes equity records for finance and investor relations, establishes governance around board and investor visibility, and embeds investor-facing workflows on the website to streamline stakeholder communications for the ten person firm.
	Professional Services	5	$1M	United States	Carta	Carta Equity Management	Equity Management	2022	n/a
	Professional Services	200	$30M	United States	Carta	Carta Equity Management	Equity Management	2019	n/a
	Banking and Financial Services	10	$1M	United States	Carta	Carta Equity Management	Equity Management	2021	n/a
	Banking and Financial Services	10	$1M	United States	Carta	Carta Equity Management	Equity Management	2022	n/a
	Leisure and Hospitality	10	$1M	United States	Carta	Carta Equity Management	Equity Management	2022	n/a
	Professional Services	50	$5M	United States	Carta	Carta Equity Management	Equity Management	2020	n/a
	Professional Services	10	$1M	United States	Carta	Carta Equity Management	Equity Management	2022	n/a

Showing 1 to 10 of 21 entries

Buyer Intent: Companies Evaluating Carta Equity Management

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Carta Equity Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Carta Equity Management for Equity Management include:

Evans Properties, a United States based Construction and Real Estate organization with 50 Employees
Huntington National Bank, a United States based Banking and Financial Services company with 20924 Employees
Huize, a China based Insurance organization with 1034 Employees

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FAQ - APPS RUN THE WORLD Carta Equity Management Coverage

Carta Equity Management is a Equity Management solution from Carta.

Companies worldwide use Carta Equity Management, from small firms to large enterprises across 21+ industries.

Organizations such as Smartsheet, Afiniti, Modern Health, Carta and M13 are recorded users of Carta Equity Management for Equity Management.

Companies using Carta Equity Management are most concentrated in Professional Services, Healthcare and Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Carta Equity Management are most concentrated in United States and Bermuda, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Carta Equity Management across Americas, EMEA, and APAC.

Companies using Carta Equity Management range from small businesses with 0-100 employees - 76.19%, to mid-sized firms with 101-1,000 employees - 14.29%, large organizations with 1,001-10,000 employees - 9.52%, and global enterprises with 10,000+ employees - 0%.

Customers of Carta Equity Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Carta Equity Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Equity Management.

List of Carta Equity Management Customers

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Buyer Intent: Companies Evaluating Carta Equity Management

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Q1. What is Carta Equity Management used for?

Q2. Who uses Carta Equity Management for Equity Management?

Q3. Which companies use Carta Equity Management?

Q4. What is the industry breakdown of companies using Carta Equity Management?

Q5. What is the country breakdown of companies using Carta Equity Management?

Q6. What is the breakdown by employee size of companies using Carta Equity Management?

Q7. What is the breakdown by revenue of companies using Carta Equity Management?

Q8. How can I get the full list of companies using Carta Equity Management?