List of Carta Equity Management Customers
Carta
195 Page Mill Rd,
Palo Alto, 94306, CA,
United States
Palo Alto, 94306, CA,
United States
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 3330 employees and revenues of $1.32 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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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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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.
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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.
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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.
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Callais Capital Management | Professional Services | 5 | $1M | United States | Carta | Carta Equity Management | Equity Management | 2022 | n/a |
In 2022, Callais Capital Management implemented Carta Equity Management as its Equity Management solution and surfaces the Carta Equity Management interface on the company website. The deployment is consistent with a cloud SaaS model, providing a vendor-hosted equity administration layer integrated into public investor-facing pages and private access for stakeholders.
The implementation focuses on core equity management capabilities common to the Equity Management category, including centralized cap table recordkeeping, option and grant administration, and an investor portal for secure document access and stakeholder communications. Governance was aligned to system workflows, establishing electronic issuance and board approval processes through the platform, and operational coverage is company-wide for the five-person professional services firm, consolidating equity records and investor interactions into a single, web-accessible system.
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Carta | Professional Services | 200 | $30M | United States | Carta | Carta Equity Management | Equity Management | 2019 | n/a |
In 2019, Carta implemented Carta Equity Management as its Equity Management platform on its public website. The deployment centralized cap table and equity administration for a 200 employee professional services organization, aligning finance, HR and investor relations around a single equity record. Functional capabilities implemented include cap table management, option and grant administration, vesting schedule automation, and shareholder portal functionality provided by Carta Equity Management.
Operational scope reflects internal use by corporate finance and human resources teams to manage equity issuance, grant workflows, and ongoing compliance documentation for employees and external stakeholders. Governance was organized to standardize grant approval processes and maintain authoritative shareholder records, with the application surfacing investor facing views through the company website. The implementation embeds Carta Equity Management into routine equity lifecycle operations to centralize Equity Management across relevant business functions.
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Banking and Financial Services | 10 | $1M | United States | Carta | Carta Equity Management | Equity Management | 2021 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Carta | Carta Equity Management | Equity Management | 2022 | n/a |
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Leisure and Hospitality | 10 | $1M | United States | Carta | Carta Equity Management | Equity Management | 2022 | n/a |
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Professional Services | 50 | $5M | United States | Carta | Carta Equity Management | Equity Management | 2020 | n/a |
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Professional Services | 10 | $1M | United States | Carta | Carta Equity Management | Equity Management | 2022 | n/a |
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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
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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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.