Equity Management for Financial Services

Manage ownership and distributions for your financial services firm

Equity Management for Financial Services

Manage ownership and distributions for your financial services firm

No matter your ownership structure, Carta provides the dedicated support, expertise and software to support diverse equity structures & distribution rules.

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Trusted across the industry, from financial advisory firms to hedge funds to family offices

Stay compliant with audit-defensible valuations

Get fast, audit-ready valuations and use them to issue equity interests.

Model future scenarios for distributions

Set up custom distribution rules and accurately estimate the value of equity for interest holders.

Receive expert support

Get the help you need through our team of equity management experts.

Everything you need in one place

Store all equity and tax documents, including operating agreements, amendments, and form K-1s in secure data rooms and easily share them with equity stakeholders.

Eliminate errors when it comes to your company’s equity

Real-time, accurate cap table updates mean you never have to worry about mistakes or reconciliation and can focus your time on where it matters – with your clients.

Simplified dividends and distributions

Calculate, record, and share distributions on current profits, tax, dividends, or preferred returns.

Valuations at a fraction of the cost

Receive valuations at a fraction of the cost of third party providers, whether you issue profits interest units or phantom stock.

Start managing your equity with Carta

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