Best apps like Carta - Manage Your Equity

9+ similar apps compared and reviewed

4.5 avg rating
9 free apps
Updated July 2026

Carta is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Carta

WealthPaver#1

WealthPaver by WEFEA, Inc

Democratize Wealth management
Editor's Choice
💰 Finance
5.0(4 ratings)
FreeAds
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This platform offers a smarter approach to wealth management, aiming to grow investments and reduce liabilities. It leverages financial expertise to provide clients with greater returns.

Matty#2

Matty by Matty Investments, LLC

Helps You Trade and Save.
Strong Contender
💰 Finance
4.8(17 ratings)
Free
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This platform facilitates trading and saving to promote financial growth and smart money management. It offers a unique approach to personal finance for users looking to improve their financial well-being.

More apps like Carta

4
Credzy
Credzy
Credzy
Get Crazy About Good Credit
Free

Monitor your credit building journey with expert assistance. This app offers tools for credit disputing, rent reporting, and debt management to help you create a strong credit profile and prepare for homeownership.

Credit building progress monitoringCredit disputingRent reporting
💰 Finance
(20)
free
5
RightCapital
RightCapital
RightCapital
Financial planning software
Free

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module
💰 Finance
(46)
free
6
RBA Wealth Management, LLC
RBA Wealth Management, LLC
RBA Wealth Management, LLC
by RBA Wealth Management, LLC
Free

This application allows RBA Wealth Management clients to easily view their investment portfolios. It provides experienced guidance and thoughtful solutions to help users achieve their broader financial goals.

View investment portfoliosAccess financial guidanceTrack financial goals
💰 Finance
(1)
free
7
Generation Capital Advisors
Generation Capital Advisors
Generation Capital Advisors
by Generation Capital Advisors
Free

Access real-time data and performance reports for your investment portfolios. This application provides clients with direct insights into their personalized financial holdings.

Real-time data accessPerformance reportingPersonalized investment insights
💰 Finance
(1)
free
8
Magna GP
Magna GP
Magna GP
by DataTree
Free
💰 Finance
(0)
9
Prosperity - An EisnerAmper Co
Prosperity - An EisnerAmper Co
Prosperity - An EisnerAmper Co
by EISNERAMPER LLP
Free
💰 Finance
(0)