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Carta Inc.
Asset Management, Technology Platform Provider
Carta provides a comprehensive platform for private capital management, offering tools and services that streamline equity and fund management processes. Trusted by over 40, 000 companies globally, Carta supports cap table management, valuations, taxes, equity programs, compensation, and more, with nearly $130 billion in assets under management.
Overview and Management
Establishment Year
2013
Mission
Our mission is to create more owners, democratizing access to ownership and innovation by expanding the global ownership graph.
Values
Kindness, helpfulness, equity, and democratizing opportunities for innovation.
Investment Roles
General Partner (GP), Intermediary
Participant Demographics
Serving more than 40, 000 companies and 2.3 million equity owners across 160 countries.
Generational Wealth Planning
Facilitates wealth creation through equity ownership and liquidity solutions for stakeholders.
Risk Tolerance
Moderate risk tolerance with a focus on compliance, transparency, and audit-ready solutions.
References or Case Studies
Not explicitly mentioned; however, Carta showcases milestones and customer success stories like Equity Summits.
Team Experience
Notable Achievements
Included in ForbesÕ World's Best Cloud Companies, Fast CompanyÕs Most Innovative List, and others.
Project Track Record
First digital stock certificate, Carta Ventures investments, Equity Summits.
Exit Strategies
Liquidity solutions for secondary transactions.
Legal, Compliance and Contact Information
Regulatory Registrations
SEC-registered transfer agent, FINRA member.
Compliance History
No major violations reported.
privacy@carta.com
Phone Number
650-669-8381
Address
San Francisco United States