Carta combines equity plan administration and transfer agent services for a world-class experience.
Carta is an intuitive platform where employees can easily enroll in plans, manage their equity, and trade and sell securities.
We offer comprehensive support for all equity award types, including ESPPs, stock options, RSAs, RSUs, and 10b5-1 trading plans.
Quickly generate ASC 718 expense reports, financial footnote disclosures, earnings per share, and a wide range of equity plan reports.
Carta was built to support every type of equity award and plan type. Our platform is used to issue and manage hundreds of thousands of securities every month. We offer products and support for employee stock purchase plans (ESPP), traditional stock option plans, restricted stock awards (RSA), restricted stock units (RSU), 10b5-1 trading plans, and more.
Carta brings traditional transfer agent services into the modern age with cutting-edge technology. We deliver a new standard for public companies with annual meeting support, proxy services (including e-Proxy/Notice & Access), and secure online 24/7 access to stockholder information and reports.
We also provide simple and intuitive workflows to create the best possible experience for your shareholders. Maintain strong relationships with your shareholders by prioritizing their needs with our suite of online tools and automated communications.
The Carta platform was designed with users in mind. Employees and shareholders can easily log in, enroll in equity plans, and execute trades in a matter of minutes. Their portfolios are updated in real time when transactions close.
Because Carta integrates equity plan management and transfer agent services on a single platform, you can generate a wide range of accounting and equity reports in real time. This includes ASC 718 expense accounting, financial footnote disclosures, earnings per share, and custom equity plan reporting.
Carta is built to support public companies in every industry. Whether you're in biotech or aerospace, Carta has you covered.
Easily create, manage, and execute 10b5-1 trading plans for your executives with real-time reporting and analytics.
Enable employees and shareholders to sell shares directly from their Carta portfolios in minutes.
Carta makes it easy for employees to enroll in ESPPs with intuitive workflows and educational content.
With your equity awards managed in Carta, financial footnote disclosures can be generated in minutes.
All reports include embeded formulas for your auditors to reference.
Your dedicated onboarding manager will ensure a smooth implementation on Carta.