# Carta vs Certent Equity Management Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Certent Equity Management excels in customer support, with users praising the responsiveness and expertise of their customer success manager. One user highlighted how their CSM, Tina Carlson, is "extremely knowledgeable" and quick to resolve issues, making the support experience a standout feature.
- **Users say** that Carta offers a seamless integration experience with HRIS platforms, which simplifies access to equity data and overall compensation packages. This capability is particularly appreciated by users who value having a "clear, reliable source of truth for equity ownership," which is crucial for leadership and finance teams.
- **Reviewers mention** that both platforms provide user-friendly interfaces, but Certent stands out for its organization of equity information. Users appreciate how it keeps all equity details in one place, making it easy to track grants and vesting schedules without the hassle of manual spreadsheets.
- **According to verified reviews** , Carta shines in its ability to manage cap tables and employee option grants efficiently. Users find the platform's UI clean and easy to navigate, allowing for quick issuance of grants and accurate tracking of ownership records, which enhances day-to-day usability.
- **G2 reviewers highlight** that while both platforms have similar ratings for ease of use, Certent has a slight edge in setup ease. Users have noted that Certent's onboarding process is intuitive, which can be a significant advantage for teams looking to get started quickly.
- **Users report** that Certent provides robust reporting capabilities, with one user mentioning the system's efficiency in generating necessary reports for month-end close and quarterly reporting. This feature is particularly beneficial for companies that require detailed financial insights, showcasing Certent's strength in reporting.



| | Carta | Certent Equity Management | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 228 | 117 | 
| **Largest Market Segment** | Mid-Market (48.2% of reviews) | Mid-Market (52.6% of reviews) | 
| **Entry Level Price** | Free 25 Stakeholders Per Year | No pricing available | 

---
## Top Pros & Cons

### Carta

Pros:
- Ease of Use (27 reviews)
- Equity Management (26 reviews)

Cons:
- Expensive (12 reviews)
- Onboarding Issues (9 reviews)

### Certent Equity Management

Pros:
- Ease of Use (11 reviews)
- Customer Support (9 reviews)

Cons:
- UX Improvement (4 reviews)
- Difficult Implementation (2 reviews)

---
## Ratings Comparison
| Rating | Carta | Certent Equity Management | 
|---|---|---|
  | **Meets Requirements** | 8.7 (167 reviews) | 8.9 (88 reviews) | 
  | **Ease of Use** | 8.6 (180 reviews) | 8.6 (92 reviews) | 
  | **Ease of Setup** | 7.9 (138 reviews) | 7.5 (71 reviews) | 
  | **Ease of Admin** | 8.4 (106 reviews) | 8.6 (69 reviews) | 
  | **Quality of Support** | 8.2 (147 reviews) | 9.2 (88 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (100 reviews) | 9.1 (68 reviews) | 
  | **Product Direction (% positive)** | 7.9 (159 reviews) | 8.8 (81 reviews) | 

---
## Pricing

### Carta

#### Entry-Level Pricing

Plan: Carta Launch

Price: Free 25 Stakeholders Per Year

Description: Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/

Key Features:
- Cap table management
- Securities issuance
- Exercising and repurchasing

[Browse all 4 editions](https://www.g2.com/products/carta-carta/pricing)

#### Free Trial

Yes

### Certent Equity Management

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Equity Management

| Product | Score | Reviews |
|---|---|---|
| **Carta** | 8.3/10 | 127 |
| **Certent Equity Management** | 8.3/10 | 59 |

#### Platform Basics

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Reporting** | 8.2 (108 reviews) | 8.7 (58 reviews) | 

#### Platform Data

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Visualization** | 8.3 (115 reviews) | 8.3 (55 reviews) | 
| **Platform Search** | 8.0 (106 reviews) | 8.5 (54 reviews) | 
| **Dashboard** | 8.6 (117 reviews) | 8.5 (56 reviews) | 

#### Platform Content

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **File Sharing** | 8.1 (90 reviews) | 8.4 (45 reviews) | 

#### Platform Additional Functionality

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Cap Table** | 8.9 (110 reviews) | 7.8 (35 reviews) | 
| **409a** | 8.7 (88 reviews) | 7.6 (28 reviews) | 
| **Equity Governance** | 8.7 (97 reviews) | 8.4 (40 reviews) | 

#### Agentic AI - Equity Management

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (26 reviews) | Not enough data | 

### Regulatory Change Management

| Product | Score | Reviews |
|---|---|---|
| **Carta** | N/A | N/A |
| **Certent Equity Management** | N/A | N/A |

#### Generative AI

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - Regulatory Change Management

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Compensation Planning

| Product | Score | Reviews |
|---|---|---|
| **Carta** | N/A | N/A |
| **Certent Equity Management** | N/A | N/A |

#### Platform - Compensation Planning

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Compensation Budgeting** | Not enough data | Not enough data | 
| **Merit Cycle Planning** | Not enough data | Not enough data | 
| **Pay Transparency** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Reward Structuring** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 

#### Additional Features - Compensation Planning

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

### Stock Plan Administration

| Product | Score | Reviews |
|---|---|---|
| **Carta** | N/A | N/A |
| **Certent Equity Management** | N/A | N/A |

#### Plan Management - Stock Plan Administration

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Document Management** | Not enough data | Not enough data | 
| **Trading & Settlement** | Not enough data | Not enough data | 
| **Equity Compensation** | Not enough data | Not enough data | 
| **Cap Table** | Not enough data | Not enough data | 
| **Workflows** | Not enough data | Not enough data | 

#### Compliance - Stock Plan Administration

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Security** | Not enough data | Not enough data | 
| **Tax** | Not enough data | Not enough data | 

#### Employee Self-Service - Stock Plan Administration

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Documents** | Not enough data | Not enough data | 
| **Education** | Not enough data | Not enough data | 

#### Analytics & Data Management - Stock Plan Administration

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Integration** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Carta** | N/A | N/A |
| **Certent Equity Management** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Carta | Certent Equity Management | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [Equity Management Software](https://www.g2.com/categories/equity-management), [Compensation Planning Software](https://www.g2.com/categories/compensation-planning)


**Unique to Certent Equity Management (2):** [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration), [Regulatory Change Management Software](https://www.g2.com/categories/regulatory-change-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Carta | Certent Equity Management | 
|---|---|---|
| **Small-Business** | 46.0% | 11.2% | 
| **Mid-Market** | 48.2% | 52.6% | 
| **Enterprise** | 5.8% | 36.2% | 

### By Industry

#### Carta

- **Computer Software:** 30.8%
- **Financial Services:** 12.5%
- **Information Technology and Services:** 8.0%
- **Internet:** 5.4%
- **Accounting:** 4.9%
- **Computer & Network Security:** 3.1%
- **Biotechnology:** 2.7%
- **Hospital & Health Care:** 2.2%
- **Marketing and Advertising:** 1.8%
- **Automotive:** 1.3%
- **Other:** 27.2%

#### Certent Equity Management

- **Biotechnology:** 11.2%
- **Banking:** 10.3%
- **Oil & Energy:** 9.5%
- **Pharmaceuticals:** 6.0%
- **Financial Services:** 6.0%
- **Information Technology and Services:** 6.0%
- **Telecommunications:** 4.3%
- **Computer Software:** 3.4%
- **Consumer Goods:** 3.4%
- **Food & Beverages:** 3.4%
- **Other:** 36.2%

---
## Alternatives

### Alternatives to Carta

- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (310 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (141 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (129 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [Vestd](https://www.g2.com/products/vestd/reviews) — 4.8/5 stars (44 reviews)
- [Fidelity Private Shares](https://www.g2.com/products/fidelity-private-shares/reviews) — 4.8/5 stars (33 reviews)
- [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) — 3.8/5 stars (32 reviews)
- [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews) — 4.7/5 stars (24 reviews)

### Alternatives to Certent Equity Management

- [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) — 3.8/5 stars (32 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews) — 4.7/5 stars (24 reviews)
- [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) — 4.3/5 stars (2187 reviews)
- [Paycom](https://www.g2.com/products/paycom/reviews) — 4.5/5 stars (6365 reviews)
- [Payfactors](https://www.g2.com/products/payfactors/reviews) — 4.3/5 stars (713 reviews)
- [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1595 reviews)
- [Lattice](https://www.g2.com/products/lattice-lattice/reviews) — 4.7/5 stars (4096 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (3951 reviews)
- [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) — 4.7/5 stars (3485 reviews)

---
## Top Discussions

### Carta

- Title: [How much does Carta cost?](https://www.g2.com/discussions/pricing-341d6925-e7fb-45cb-b809-15b4448e29f0) — 2 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it..."
- Title: [What does Carta company do?](https://www.g2.com/discussions/what-does-carta-company-do) — 1 comment
  > **Top comment:** "The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying..."
- Title: [What was your experience during the public listing event (IPO)? Any issues with the platform?](https://www.g2.com/discussions/what-was-your-experience-during-the-public-listing-event-ipo-any-issues-with-the-platform) — 1 comment, 1 upvote
  > **Top comment:** "No issues whatsoever."

### Certent Equity Management

- Title: [Do you provide software or outsourcing?](https://www.g2.com/discussions/do-you-provide-software-or-outsourcing) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "We provide software that can be administered by your team or can be partially or fully outsourced to our administration team. We also provide professional..."
- Title: [Are you a broker? Do I need a broker?](https://www.g2.com/discussions/are-you-a-broker-do-i-need-a-broker) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "We are not a broker but we do have a broker-neutral model where you can select your preferred broker. Our broker connector has pre-integrated, certified..."
- Title: [Does your system have all the SEC Disclosure reporting?](https://www.g2.com/discussions/does-your-system-have-all-the-sec-disclosure-reporting) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, Certent offers robust reporting capabilities with complete SEC, FASB and IFRS calculations and reporting.
"
- Title: [Does your system help with the grant process?](https://www.g2.com/discussions/does-your-system-help-with-the-grant-process) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes, Certent’s solution comes with an employee portal that has online granting and signing – eliminating the need for the overbearing paper packages. ..."
- Title: [How does Certent help private companies through the IPO process?](https://www.g2.com/discussions/how-does-certent-help-private-companies-through-the-ipo-process) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Certent has a services team that can help you with your IPO process with best policy and procedures. As well as has a relationship with over 12 brokers you..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/carta-carta-vs-certent-equity-management)