Best Carta CRM alternatives: apps like Carta CRM

Whether you want more options like Carta CRM or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Carta CRM

Quido AI by Quido s.r.l.

The AI copilot for PE and M&A

Editor's Choice

0.0(0 ratings)

Free

Klingman & Associates by Klingman & Associates, LLC

Strong Contender

0.0(0 ratings)

Free

FundMeUp Ai by FundMeUp Technologies Corp

AI trading journal & assistant

Worth Considering

VEXA - Trading Journal & Coach

5.0(5 ratings)

FreeIn-App Purchases

This AI-powered assistant and journal helps traders improve discipline, risk management, and performance. It generates personalized trading roadmaps and daily plans, tracks trades across multiple accounts, and monitors active sessions.

More apps like Carta CRM

William Blair Conferences

by William Blair & Company, L.L.C.

View conference scheduleAccess conference contentOptimized user experience

Access conference materials and manage your schedule for an enhanced client event experience. This application provides all necessary content for optimal engagement.

(1)

Arta AI

by Arta Finance Inc.

AI-powered investment analysisUnified portfolio aggregation24/7 market data processing

An AI-powered investment assistant that aggregates portfolios, analyzes market data, and provides deep investment insights. It helps users track global equities, ETFs, and crypto, offering tools used by professional money managers through a conversational interface.

(1)

Property Tax Lookup

Property Tax Calculator

(0)

Manage your Wealth and Network

Newfund

Grow the communityRecommend investment opportunitiesTrack opportunity progress

This finance app empowers users to manage their wealth and connect with a community of entrepreneurs. Track investment performance, receive fund news, and discover new opportunities with transparent progress monitoring.

(2)

The startup discovery engine

Harmonic.ai

Search companies, people, and investorsView leadership experienceTrack funding and investment activity

Access comprehensive startup data, including company details, leadership experience, funding rounds, and investment activity. Discover warm leads by monitoring network connections and conduct powerful research on the go.

(18)

ccMonet

Hassel-Free Accounting

AI expense recording via photoAutomated transaction reconciliationReal-time financial reports

Effortlessly manage your business finances with AI-powered expense tracking, automated reconciliation, and real-time reporting. Get instant financial insights and streamline reimbursements without needing accounting expertise.

(3)