# Carta Equity Suite vs EquityList Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Carta excels in providing a comprehensive equity management solution, with users highlighting its ability to manage cap tables and employee option grants seamlessly. The platform's clean user interface and integration options with HRIS systems make it a favorite for those needing reliable data access.
- **Users say** that EquityList stands out for its user-friendly design, making it particularly appealing for small businesses and ESOPs. Reviewers appreciate the intuitive dashboard and the instant support they receive, which helps them stay organized and efficient in their equity management tasks.
- **According to verified reviews** , Carta has a higher overall satisfaction score, indicating that users feel more confident in its capabilities. Many users emphasize the importance of having a reliable source of truth for equity ownership, which Carta provides effectively.
- **Reviewers mention** that while EquityList offers excellent support and ease of use, it may not match the extensive features and integrations that Carta provides. Users have noted that Carta's ability to quickly issue grants and track vesting is a significant advantage for companies managing complex equity structures.
- **G2 reviewers highlight** that both platforms have strong reporting capabilities, but EquityList edges out with slightly better visualization tools. Users find that the reporting features in EquityList help them stay organized and informed, which is crucial for small businesses managing their equity.
- **Users report** that while Carta has a robust feature set, some find it challenging to set up compared to EquityList, which is praised for its straightforward onboarding process. This ease of setup can be a deciding factor for smaller companies looking for a quick and efficient solution.



| | Carta Equity Suite | EquityList | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 232 | 117 | 
| **Largest Market Segment** | Mid-Market (49.1% of reviews) | Small-Business (52.6% of reviews) | 
| **Entry Level Price** | Free 25 Stakeholders Per Year | No pricing available | 

---
## Top Pros & Cons

### Carta Equity Suite

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

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

### EquityList

Pros:
- Equity Management (7 reviews)
- Ease of Use (4 reviews)

Cons:
- UX Improvement (2 reviews)
- Difficult Setup (1 reviews)

---
## Ratings Comparison
| Rating | Carta Equity Suite | EquityList | 
|---|---|---|
  | **Meets Requirements** | 8.7 (171 reviews) | 9.0 (99 reviews) | 
  | **Ease of Use** | 8.6 (184 reviews) | 9.0 (102 reviews) | 
  | **Ease of Setup** | 7.9 (139 reviews) | 8.9 (88 reviews) | 
  | **Ease of Admin** | 8.4 (106 reviews) | 9.0 (87 reviews) | 
  | **Quality of Support** | 8.2 (150 reviews) | 9.6 (99 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.4 (100 reviews) | 9.2 (83 reviews) | 
  | **Product Direction (% positive)** | 7.9 (163 reviews) | 9.8 (100 reviews) | 

---
## Pricing

### Carta Equity Suite

#### 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-equity-suite/pricing)

#### Free Trial

Yes

### EquityList

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

---
## Features Comparison By Category

### Equity Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | 8.3/10 | 127 |
| **EquityList** | 8.7/10 | 78 |

#### Platform Basics

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Reporting** | 8.2 (108 reviews) | 8.8 (73 reviews) | 

#### Platform Data

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Visualization** | 8.3 (115 reviews) | 9.0 (74 reviews) | 
| **Platform Search** | 8.0 (106 reviews) | 8.7 (77 reviews) | 
| **Dashboard** | 8.6 (117 reviews) | 9.3 (77 reviews) | 

#### Platform Content

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **File Sharing** | 8.1 (90 reviews) | 8.6 (73 reviews) | 

#### Platform Additional Functionality

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Cap Table** | 8.9 (110 reviews) | 8.8 (75 reviews) | 
| **409a** | 8.7 (88 reviews) | 8.0 (61 reviews) | 
| **Equity Governance** | 8.7 (97 reviews) | 8.7 (67 reviews) | 

#### Agentic AI - Equity Management

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

### Compensation Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **EquityList** | N/A | N/A |

#### Platform

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Reward Structuring** | Not enough data | Not enough data | 
| **Event Management** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Performance Management Integration** | Not enough data | Not enough data | 
| **Embedded Analytics** | Not enough data | Not enough data | 
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Compensation Data Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 

#### Benchmarking and Equity - Compensation Management

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Benchmarking Data** | Not enough data | Not enough data | 
| **Pay Equity** | Not enough data | Not enough data | 
| **Salary Bands** | Not enough data | Not enough data | 

#### Platform

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Customization ** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Performance** | Not enough data | Not enough data | 
| **Mobility** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **EquityList** | N/A | N/A |

#### Investment Management

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Not enough data | 

#### Fund Management

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Not enough data | 

#### Agentic AI - Venture Capital Management

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Talent Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **EquityList** | N/A | N/A |

#### Generative AI

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

### Salary Benchmarking

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **EquityList** | N/A | N/A |

#### Core Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Industry Benchmarking** | Not enough data | Not enough data | 
| **Hierarchy** | Not enough data | Not enough data | 

#### Auditing -  Salary Benchmarking Software

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Accuracy** | Not enough data | Not enough data | 

#### Advanced Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Structure** | Not enough data | Not enough data | 
| **Offer Letter** | Not enough data | Not enough data | 
| **Salary Survey** | Not enough data | Not enough data | 
| **Equity** | Not enough data | Not enough data | 
| **AI** | Not enough data | Not enough data | 

### Compensation Planning

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **EquityList** | N/A | N/A |

#### Platform - Compensation Planning

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **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 Equity Suite | EquityList | 
|---|---|---|
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **EquityList** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Carta Equity Suite | EquityList | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Equity Management Software](https://www.g2.com/categories/equity-management)

**Unique to Carta Equity Suite (4):** [Compensation Planning Software](https://www.g2.com/categories/compensation-planning), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management), [Compensation Management Software](https://www.g2.com/categories/compensation-management), [Salary Benchmarking Software](https://www.g2.com/categories/salary-benchmarking)



---
## Reviewer Demographics

### By Company Size

| Segment | Carta Equity Suite | EquityList | 
|---|---|---|
| **Small-Business** | 45.2% | 52.6% | 
| **Mid-Market** | 49.1% | 43.1% | 
| **Enterprise** | 5.7% | 4.3% | 

### By Industry

#### Carta Equity Suite

- **Computer Software:** 31.1%
- **Financial Services:** 12.3%
- **Information Technology and Services:** 8.8%
- **Internet:** 5.3%
- **Accounting:** 4.8%
- **Computer & Network Security:** 3.1%
- **Biotechnology:** 2.6%
- **Hospital & Health Care:** 2.2%
- **Marketing and Advertising:** 1.8%
- **Automotive:** 1.3%
- **Other:** 26.8%

#### EquityList

- **Financial Services:** 15.5%
- **Information Technology and Services:** 13.8%
- **Computer Software:** 9.5%
- **Biotechnology:** 5.2%
- **Health, Wellness and Fitness:** 5.2%
- **Manufacturing:** 5.2%
- **Logistics and Supply Chain:** 3.4%
- **Electrical/Electronic Manufacturing:** 2.6%
- **Apparel & Fashion:** 1.7%
- **Entertainment:** 1.7%
- **Other:** 36.2%

---
## Alternatives

### Alternatives to Carta Equity Suite

- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (313 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (142 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 reviews)
- [Salary.com](https://www.g2.com/products/salary-com-salary-com/reviews) — 4.4/5 stars (1022 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) — 4.3/5 stars (2205 reviews)
- [Payfactors](https://www.g2.com/products/payfactors/reviews) — 4.3/5 stars (718 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4140 reviews)

### Alternatives to EquityList

- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (313 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4140 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (134 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (142 reviews)
- [Eqvista](https://www.g2.com/products/eqvista/reviews) — 5.0/5 stars (183 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [trica equity](https://www.g2.com/products/trica-equity/reviews) — 4.4/5 stars (49 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [Xumane Equity](https://www.g2.com/products/xumane-equity/reviews) — 5.0/5 stars (65 reviews)

---
## Top Discussions

### Carta Equity Suite

- 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."

### EquityList

No discussions available for this product.

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