Best apps like Carta - Manage Your Equity

9+ similar apps compared and reviewed

4.5 avg rating
9 free apps
Updated August 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

Wealthfront: Save and Invest#1

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.
Editor's Choice
šŸ’° Finance
4.8😊(17K ratings)
Free
Wealthfront: Save and Invest screenshot 1
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Wealthfront: Save and Invest screenshot 6

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

What We Love

  • šŸš€ Fantastic HYSA and Robo-Advisor
  • šŸ‘ Impressive money managing app
  • šŸ‘ Phenomenal app for people trying to reach financial goals
  • šŸ‘ Great Robo Investing App

Room to Improve

  • 🚫 Not good for IRA and investing accounts
  • 🚫 Great APY, Terrible Features and Compatability
  • šŸ› Alas...
Airbase: Procure, Pay, Close#2

Airbase: Procure, Pay, Close by Paylocity

Strong Contender
šŸ’° Finance
2.6(83 ratings)
Free
Airbase: Procure, Pay, Close screenshot 1
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This app streamlines purchasing and payment processes for businesses. It automates accounts payable, manages expenses, and offers corporate cards to control spending and save time. Experience a simpler way to procure, pay, and close your books.

Guideline#3

Guideline by Gusto, inc.

Access your 401(k) anytime
Worth Considering
šŸ’° Finance
4.9šŸ˜ž(1.8K ratings)
Free
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Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

What We Love

  • šŸ‘ Simple and easy to use UI
  • šŸ’” Streamlined app experience
  • šŸš€ Excellent app performance

Room to Improve

  • šŸ› Login and authentication issues
  • šŸ”‹ Frequent app crashes and freezes
  • šŸ’° Increasing account fees

More apps like Carta

4
Ramp
Ramp
Ramp
Time is money. Save both
Free

This finance automation platform streamlines corporate spending with features like corporate cards, expense management, and bill payments. The mobile app allows users to manage expenses on the go, submit reports, and view transaction history.

Corporate card managementExpense reportingBill payments
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5
Shareworks
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Shareworks
Morgan Stanley at Work
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Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

Manage and forecast portfolioTrack past and future eventsView ESPP holdings
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Vestwell
Vestwell
Vestwell
For the future.
Free

This app helps users build their financial future by providing accessible and intuitive savings solutions for retirement, education, disability, and emergencies. Manage your accounts, track progress, and access funds seamlessly from your mobile device.

Track savings goals and employer matchChange savings amount and investment strategyConsolidate savings accounts
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Origin: AI Budget and Track
Origin: AI Budget and Track
Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets
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8
Mercury | Bank Differently
Mercury | Bank Differently
Mercury | Bank Differently
Business and personal accounts
Free

This app provides business and personal banking solutions designed for entrepreneurs and ambitious individuals. It offers features like payment processing, expense management, invoicing, and high-interest savings accounts, all managed online.

Business bankingPersonal accountsPayment processing
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9
BILL Spend & Expense (Divvy)
BILL Spend & Expense (Divvy)
BILL Spend & Expense (Divvy)
Corporate cards + expense mgt.
Free

This app offers a free, automated solution for managing business expenses. It combines corporate cards with software to track spending, provide real-time budget insights, and automate expense recording. It helps businesses stay within budget, manage approvals, and integrate with accounting software.

Automated expense trackingReal-time budget visibilityPhysical and virtual corporate cards
šŸ’° Finance
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