CARTA FOR PUBLIC COMPANIES
The modern way to manage equity
Carta combines equity plan administration software and transfer agent services in one platform, making it simple to manage employee and non-employee equity in one place.
Transfer agent services plus equity plan administration
Professional support and service
Our team of equity management experts help you every step of the way as you transition to and use Carta.
Carta is a certified transfer agent, with simple-to-use, modern software and great service.
Preferred by shareholders
Employees can easily enroll in plans, manage their equity, and transact through Carta.
EQUITY MANAGEMENT FOR PUBLIC COMPANIES
We’re changing how equity is managed
Carta began serving public companies in 2017 and acquired Philadelphia Stock Transfer in early 2018. As an SEC-registered transfer agent, Carta serves both fast-growing companies going through the IPO process and public companies transitioning from their current equity management solution to Carta. Managing equity can be time consuming, complicated, and expensive. At Carta, we simplify the process.
SEC-REGISTERED TRANSFER AGENT
Trusted transfer agent services
As a publicly-traded company, you need an SEC-registered transfer agent. Our offering includes annual meeting support, proxy services, and secure, online, 24/7 access to stockholder information and reports.
EQUITY PLAN ADMINISTRATION
The modern way to manage employee equity
Carta supports most equity awards and plan types and was designed with employee participants and equity admins in mind. Our easy-to-use platform streamlines how you manage employee equity.
EMPLOYEE STOCK PURCHASE PLANS
Intuitive participant experience
When you run your Employee Stock Purchase Plans (ESPPs) on Carta, it only takes a few minutes for shareholders to log in, enroll in equity plans, and transact.