eShares
For startup founders, employees, venture capitalists, private equity firms, and individual investors.
Known forCarta - Manage Your Equity
For startup founders, employees, venture capitalists, private equity firms, and individual investors.
Centralizing equity management and private capital workflows for startups and investors. Providing an intelligent ERP to connect data and stakeholders.
Target audience
Portfolio
Free 3Last updated
Carta - Manage Your Equity
v3.92.0
1mo ago
Primary focus
Finance · Equity management and private capital workflows
Scale
indie
Target audience
Startup founders, employees, venture capitalists, private equity firms, and individual investors.
Released 10 updates across 3 apps in the last 6 months, with the most recent major release occurring 24 days ago.
3 apps analysed
409A valuation service provides a recurring revenue gate
0
Positive apps
0
Neutral / mixed
1
Negative apps
25/100
Avg sentiment score
As a direct equity management platform backed by Morgan Stanley, it serves the exact same enterprise-to-employee equity lifecycle as Carta.
Strategic outlook coming soon.
What fed this analysis
Fidelity's platform manages the broader employee benefits and stock plan ecosystem, creating significant overlap in the equity administration space.
A major player in the corporate stock plan services market, offering a mature platform for equity plan participants.
While primarily a retail brokerage, its stock plan services division competes for the same corporate equity administration contracts.
Demonstrates high innovation velocity with 15 releases in six months, focusing on behavioral finance and automated savings.
