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.

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WHY CARTA?

Transfer agent services plus equity plan administration


Professional support and service

Our team of equity experts help you every step of the way as you transition to and use Carta.

SEC-registered

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.

CARTA 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.

JOIN CARTA

Start managing your equity on Carta


eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

© 2018 ESHARES, INC. DBA CARTA, INC.