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Carta is

Ranked

#46

Banking and Financial Services Brands

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Carta is ranked #46 in Banking and Financial Services Brands

About Carta's Brand

Carta is an ownership network that’s changing how assets are acquired, valued, and transacted. Carta’s brand is ranked #575 in the list of Global Best Brands, a carefully curated list of recognized brands as rated by customers of Carta. When compared to other organizations within the Banking and Financial Services industry, Carta is ranked #46. Among its major competitors, Carta is ranked in 1st place for NPS while Certent is 2nd, and Solium Capital is 3rd.Their current valuation is $1.70B

Brand at a Glance

66%

Customer Loyalty

3.9/5

Product Quality

3.8/5

Pricing

3.8/5

Customer Service

Carta Ranking

Carta NPS

Carta's Net Promoter Score (NPS) is a 34 with 56% Promoters, 22% Passives, and 22% Detractors. Net Promoter Score tracks whether Carta's customers would recommend using the product based on a scale of -100 to 100.

Carta Overall NPS

NPS

56%	Promoters
22%	Passives
22%	Detractors

Carta NPS Trend

-100

-50

100

Summary	Date	Score
Nov 2022 32	Nov 2022	32
Jan 2023 34	Jan 2023	34
Feb 2023 35	Feb 2023	35
Apr 2023 35	Apr 2023	35
Jun 2023 37	Jun 2023	37
Jul 2023 37	Jul 2023	37
Aug 2023 38	Aug 2023	38
Sep 2023 37	Sep 2023	37
Oct 2023 36	Oct 2023	36
Dec 2023 35	Dec 2023	35
Jan 2024 33	Jan 2024	33
Apr 2024 34	Apr 2024	34

How Other Brands Compare

Carta is ranked first for NPS among its competitors. Certent and Solium Capital come in second and third, with Sharework coming in at #4. Among those competitors, it is the most valued company.

	Carta	Certent	Solium Capital	Sharework
Global Ranking	#575	#-	#-	#-
NPS	34	-7	-100	-100
Valuation Updated every 24 hours for public companies	$1.70B	-	-	-

What is NPS

Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"

Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.

Carta NPS by Gender

Female customers rated Carta's NPS 26 points higher than Male customers.

Male

Carta's NPS was rated 17 by Male customers on Comparably.

42%

Promoters

33%

Passives

25%

Detractors

Female

Carta's NPS was rated 43 by Female customers on Comparably.

57%

Promoters

29%

Passives

14%

Detractors

Carta NPS by Ethnicity

Carta's NPS was rated the highest by African American/Black customers, and the lowest by Caucasian customers.

-100

-50

100

Summary	Ethnicity	Score
Caucasian -15	Caucasian	-15
Hispanic or Latino 67	Hispanic or Latino	67
African American/Black 67	African American/Black	67
Asian or Pacific Islander 20	Asian or Pacific Islander	20

Carta NPS by Age

Carta's NPS was rated the highest by customers ages 31-35, and the lowest by customers ages 18-25.

100

Summary

Age

Promoters

Passives

Detractors

18-25

60%

40%

31-35

80%

20%

41-45

40%

20%

Carta NPS by Usage

Carta's NPS was rated the highest by customers who have used Carta's products/services for 2 to 5 Years, and the lowest by customers with Less than 1 Year of usage.

-100

-50

100

Summary	Usage	Score
Less than 1 Year 0	Less than 1 Year	0
1 to 2 Years 12	1 to 2 Years	12
2 to 5 Years 71	2 to 5 Years	71

Carta NPS vs. Competitors

Compared to its competitors, Carta's NPS is rated right above Certent.

COMPANY		NPS Score
	Carta	34
	Certent	-7
	Solium Capital	-100
	Sharework	-100

Carta NPS vs Companies in Banking and Financial Services

In the Banking and Financial Services industry, Carta's NPS is rated right above Visa.

COMPANY		NPS Score
	Carta	34
	Visa	32
	JPMorgan Chase & Co	31
	Mastercard	27
	Stripe	26
	Block	25
	American Express	18
	PayPal	9
	USAA	7

Carta Customer Reviews

Out of the 6 Carta customer reviews 5 were positive and 1 was constructive. Carta customer reviews reflect that more than half of the customers have a favorable experience using the products/services of the company.

All Reviews

Positive Reviews

Constructive Reviews

Carta Customer Loyalty

66%

Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.

66% of Carta users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"

Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"

66%

34%

Carta Customer Loyalty Score by Gender

Male customers rated Carta's Customer Loyalty score 9% higher than Female customers.

Sign Up for Brand Profile PRO to get the full Customer Loyalty by Gender data of Carta.

Male

70%

Yes

Female

61%

Yes

Carta Customer Loyalty Score by Ethnicity

Carta's Customer Loyalty score was rated the highest by Hispanic or Latino customers, and the lowest by African American/Black customers.

% who answered "Yes"

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out of 100

Caucasian

100

out of 100

Hispanic or Latino

out of 100

African American/Black

out of 100

Asian or Pacific Islander

Carta Customer Loyalty Score by Age

Carta's Customer Loyalty score was rated the highest by customers ages 31-35, and the lowest by customers ages 41-45.

Sign Up for Brand Profile PRO to get the full Customer Loyalty by Age data of Carta.

20%

40%

60%

80%

100%

Summary	Age	Score
18-25 64%	18-25	64%
31-35 82%	31-35	82%
41-45 46%	41-45	46%

Carta Customer Loyalty Score by Usage

Carta's Customer Loyalty score was rated the highest by customers who have used Carta's products/services for 1 to 2 Years, and the lowest by customers with Less than 1 Year of usage.

Sign Up for Brand Profile PRO to get the full Customer Loyalty by Usage data and uncover the answer to "Would you consider yourself a loyal user/customer?" by usage.

Less than 1 Year	28%
1 to 2 Years	89%
2 to 5 Years	74%

Carta Customer Loyalty Score by Industry

Carta's Customer Loyalty score was rated the highest by Tech industry customers, and the lowest by Accounting industry customers.

Sign Up for Brand Profile PRO to get the full Customer Loyalty by Industry data and uncover the answer to "Would you consider yourself a loyal user/customer?" by industry.

Tech	78%
Accounting	70%

Carta Customer Loyalty vs. Competitors

Compared to its competitors, Carta's Customer Loyalty score is rated right above Sharework, and is preceded by Solium Capital.

COMPANY		Customer Loyalty Score
	Certent	100%
	Solium Capital	100%
	Carta	66%
	Sharework	10%

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Customer Loyalty for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Carta's Customer Loyalty score is rated right below Block.

COMPANY		Customer Loyalty Score
	USAA	87%
	American Express	85%
	Visa	84%
	JPMorgan Chase & Co	83%
	PayPal	79%
	Mastercard	78%
	Stripe	77%
	Block	76%
	Carta	66%

Unlock Carta Customer Loyalty vs. Companies in Banking and Financial Services Data

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Carta Product Quality

3.9/5

Carta has an overall Product Quality score of 3.9 out of 5 stars rated by its users and customers.

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Carta Product Information

Carta serves markets in the United States. Carta supports iOS, Web, and Android devices and offers products for small, medium, and large sized businesses.

Carta’s product quality score is a 3.9 out of 5 as rated by its users and customers. Reviewers from the Tech industry rated Carta's product the highest. Reviewers from the Accounting industry rated Carta the lowest at 4.1.

Website: https://carta.com/

Company Size: 501-1,000 Employees

Industry

Tech

Business Services

FinTech

Languages Supported

English

Product Type

Board Management Software

Financial Risk Management Software

Fund Accounting Software

Investment Portfolio Management Software

Financial Reporting Software

Compensation Management Software

Quick Insights into Carta Product Quality

Carta's Product Quality score was rated highest by customers ages 31-35, and rated lowest by African American/Black customers.

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Ranked Carta Product Quality the Highest

31-35	4.6
Caucasian	4.4
2 to 5 Years	4.2

Ranked Carta Product Quality the Lowest

41-45	3.9
Male	3.9
African American/Black	3.3

Carta Product Quality Score by Gender

Female customers rated Carta's Product Quality score 0.3 stars higher than Male customers.

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Male

3.9/5

Female

4.2/5

Carta Product Quality Score by Ethnicity

Carta's Product Quality score was rated the highest by Caucasian customers, and the lowest by African American/Black customers.

Sign Up for Brand Profile PRO to get the full Product Quality by Ethnicity data of Carta.

Summary	Ethnicity	Score
Caucasian 4.4	Caucasian	4.4
Hispanic or Latino 4.3	Hispanic or Latino	4.3
African American/Black 3.3	African American/Black	3.3
Asian or Pacific Islander 3.4	Asian or Pacific Islander	3.4

Carta Product Quality Score by Age

Carta's Product Quality score was rated the highest by customers ages 31-35, and the lowest by customers ages 41-45.

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Summary	Age	Score
18-25 3.9	18-25	3.9
31-35 4.6	31-35	4.6
41-45 3.9	41-45	3.9

Carta Product Quality Score by Usage

Carta's Product Quality score was rated the highest by customers who have used Carta's products/services for 2 to 5 Years, and the lowest by customers with 1 to 2 Years of usage.

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Less than 1 Year	4.1
1 to 2 Years	3.9
2 to 5 Years	4.2

Carta Product Quality Score by Industry

Carta's Product Quality score was rated the highest by Tech industry customers, and the lowest by Accounting industry customers.

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Tech	4.2
Accounting	4.1

Carta Product Quality vs. Competitors

Compared to its competitors, Carta's Product Quality score is rated right above Certent.

COMPANY		Product Quality Score
	Carta	3.9/5
	Certent	3.4/5
	Solium Capital	1.5/5
	Sharework	1.5/5

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Product Quality for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Carta's Product Quality score is rated right above Stripe, and is preceded by Mastercard.

COMPANY		Product Quality Score
	Visa	4.1/5
	JPMorgan Chase & Co	4/5
	Mastercard	4/5
	Carta	3.9/5
	Stripe	3.8/5
	Block	3.6/5
	American Express	3.5/5
	PayPal	3.5/5
	USAA	3.3/5

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Carta Pricing

Carta ROI & Value For Money

3.8/5

Carta has a value for money and ROI score of 3.8 out of 5 stars rated by its users and customers.

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Carta Pricing Plans

Carta has a pricing structure that accommodates small, medium, and large businesses.

Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Accounting industry. The users from the Tech industry think that they had the lowest ROI from Carta.

Who Uses Carta?

Small Businesses

Medium Businesses

Large Enterprises

Quick Insights into Carta ROI

Carta's ROI score was rated highest by customers from the Accounting industry, and rated lowest by African American/Black customers.

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Ranked Carta ROI the Highest

Accounting	4.8
Hispanic or Latino	4.5
31-35	4.4

Ranked Carta ROI the Lowest

18-25	3.4
1 to 2 Years	3.3
African American/Black	3.1

Carta ROI Score by Gender

Carta's ROI score was rated 3.8 by both Female and Male customers on Comparably.

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Male

3.8/5

Female

3.8/5

Carta ROI Score by Ethnicity

Carta's ROI score was rated the highest by Hispanic or Latino customers, and the lowest by African American/Black customers.

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Summary	Ethnicity	Score
Caucasian 4	Caucasian	4
Hispanic or Latino 4.5	Hispanic or Latino	4.5
African American/Black 3.1	African American/Black	3.1
Asian or Pacific Islander 3.4	Asian or Pacific Islander	3.4

Carta ROI Score by Age

Carta's ROI score was rated the highest by customers ages 31-35, and the lowest by customers ages 18-25.

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Summary	Age	Score
18-25 3.4	18-25	3.4
31-35 4.4	31-35	4.4
41-45 3.7	41-45	3.7

Carta ROI Score by Usage

Carta's ROI score was rated the highest by customers who have used Carta's products/services for 2 to 5 Years, and the lowest by customers with 1 to 2 Years of usage.

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Less than 1 Year	4
1 to 2 Years	3.3
2 to 5 Years	4.3

Carta ROI Score by Industry

Carta's ROI score was rated the highest by Accounting industry customers, and the lowest by Tech industry customers.

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Tech	3.7
Accounting	4.8

Carta Pricing vs. Competitors

Compared to its competitors, Carta's ROI score is rated right above Certent.

COMPANY		Pricing Score
	Carta	3.8/5
	Certent	3.1/5
	Solium Capital	1.5/5
	Sharework	1.5/5

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ROI for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Carta's ROI score is rated right above Stripe, and is preceded by Mastercard.

COMPANY		Pricing Score
	Visa	3.9/5
	JPMorgan Chase & Co	3.9/5
	Mastercard	3.9/5
	Carta	3.8/5
	Stripe	3.7/5
	Block	3.6/5
	PayPal	3.4/5
	American Express	3.3/5
	USAA	3.2/5

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Carta Customer Satisfaction (CSAT)

Carta Customer Satisfaction (CSAT) Score

76 / 100

Carta has an overall Customer Satisfaction score of 76 rated by its users and customers.

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Very Satisfied	37%
Satisfied	39%
Neither Satisfied nor Dissatisfied	10%
Dissatisfied	2%
Very Dissatisfied	12%

Very Satisfied

37%

Satisfied

39%

Neither Satisfied nor Dissatisfied

10%

Dissatisfied

Very Dissatisfied

12%

What is Customer Satisfaction (CSAT) Score

Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.

Quick Insights into Carta Customer Satisfaction

Carta's Customer Satisfaction score was rated highest by customers ages 31-35, and rated lowest by African American/Black customers.

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Ranked Carta Customer Satisfaction the Highest

31-35	100%
Caucasian	86%
2 to 5 Years	83%

Ranked Carta Customer Satisfaction the Lowest

41-45	50%
Less than 1 Year	50%
African American/Black	33%

Carta Customer Satisfaction Score by Gender

Male customers rated Carta's Customer Satisfaction score 13 points higher than Female customers.

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73 / 100

Male

	Very Satisfied	9%
	Satisfied	64%
	Neither Satisfied nor Dissatisfied	9%
	Dissatisfied	9%
	Very Dissatisfied	9%

60 / 100

Female

	Very Satisfied	20%
	Satisfied	40%
	Neither Satisfied nor Dissatisfied	20%
	Dissatisfied	0%
	Very Dissatisfied	20%

Carta Customer Satisfaction Score by Ethnicity

CSAT according to Caucasian

Carta's Customer Satisfaction (CSAT) score was rated 86% according to Caucasian users and customers.

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86 / 100

Very Satisfied	29%
Satisfied	57%
Neither Satisfied nor Dissatisfied	0%
Dissatisfied	0%
Very Dissatisfied	14%

Very Satisfied

29%

Satisfied

57%

Neither Satisfied nor Dissatisfied

Dissatisfied

Very Dissatisfied

14%

CSAT according to Hispanic or Latino

Carta's Customer Satisfaction (CSAT) score was rated 66% according to Hispanic or Latino users and customers.

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66 / 100

Very Satisfied	33%
Satisfied	33%
Neither Satisfied nor Dissatisfied	0%
Dissatisfied	0%
Very Dissatisfied	34%

Very Satisfied

33%

Satisfied

33%

Neither Satisfied nor Dissatisfied

Dissatisfied

Very Dissatisfied

34%

CSAT according to African American/Black

Carta's Customer Satisfaction (CSAT) score was rated 33% according to African American/Black users and customers.

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33 / 100

Very Satisfied	0%
Satisfied	33%
Neither Satisfied nor Dissatisfied	34%
Dissatisfied	33%
Very Dissatisfied	0%

Very Satisfied

Satisfied

33%

Neither Satisfied nor Dissatisfied

34%

Dissatisfied

33%

Very Dissatisfied

CSAT according to Asian or Pacific Islander

Carta's Customer Satisfaction (CSAT) score was rated 80% according to Asian or Pacific Islander users and customers.

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80 / 100

Very Satisfied	20%
Satisfied	60%
Neither Satisfied nor Dissatisfied	20%
Dissatisfied	0%
Very Dissatisfied	0%

Very Satisfied

20%

Satisfied

60%

Neither Satisfied nor Dissatisfied

20%

Dissatisfied

Very Dissatisfied

Carta Customer Satisfaction Score by Age

Carta's Customer Satisfaction score was rated the highest by customers ages 31-35, and the lowest by customers ages 41-45.

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100

Breakdown

Age

Score

18-25

80%

31-35

100%

41-45

50%

Carta Customer Satisfaction Score by Usage

Carta's Customer Satisfaction score was rated the highest by customers who have used Carta's products/services for 2 to 5 Years, and the lowest by customers with Less than 1 Year of usage.

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Less than 1 Year	50
1 to 2 Years	71
2 to 5 Years	83

Carta Customer Satisfaction Score by Industry

Carta's Customer Satisfaction score was rated the highest by Tech industry customers, and the lowest by Accounting industry customers.

Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Industry data.

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Tech	80
Accounting	67

Carta Customer Satisfaction vs. Competitors

Compared to its competitors, Carta's Customer Satisfaction score is rated right above Certent.

COMPANY		Customer Satisfaction (CSAT) Score
	Carta	76%
	Certent	50%
	Solium Capital	0%
	Sharework	0%

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Customer Satisfaction for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Carta's Customer Satisfaction score is rated right above Stripe, and is preceded by JPMorgan Chase & Co.

COMPANY		Customer Satisfaction (CSAT) Score
	Visa	82%
	Mastercard	79%
	JPMorgan Chase & Co	77%
	Carta	76%
	Stripe	68%
	PayPal	64%
	Block	63%
	American Express	62%
	USAA	30%

Unlock Carta Customer Satisfaction vs. Companies in Banking and Financial Services Data

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Carta Customer Service

3.8/5

Carta has an overall Customer Service score of 3.8 out of 5 stars rated by its users and customers.

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About Carta's Customer Service

Address

333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104

Website

https://carta.com/

Quick Insights into Carta Customer Service

Carta's Customer Service score was rated highest by customers from the Accounting industry, and rated lowest by Asian or Pacific Islander customers.

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Ranked Carta Customer Service the Highest

Accounting	4.6
2 to 5 Years	4.5
Hispanic or Latino	4.5

Ranked Carta Customer Service the Lowest

Tech	3.8
1 to 2 Years	3.7
Asian or Pacific Islander	3.6

Carta Customer Service Score by Gender

Male customers rated Carta's Customer Service score 0.2 stars higher than Female customers.

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Male

4.1/5

Female

3.9/5

Carta Customer Service Score by Ethnicity

Carta's Customer Service score was rated the highest by Hispanic or Latino customers, and the lowest by Asian or Pacific Islander customers.

Sign Up for Brand Profile PRO to get the full Customer Service by Ethnicity data of Carta.

100

Summary	Ethnicity	Customer Service Score
Caucasian 4	Caucasian	4
Hispanic or Latino 4.5	Hispanic or Latino	4.5
African American/Black 4.3	African American/Black	4.3
Asian or Pacific Islander 3.6	Asian or Pacific Islander	3.6

Carta Customer Service Score by Age

Carta's Customer Service score was rated the highest by customers ages 31-35, and the lowest by customers ages 18-25.

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100

Summary	Age	Customer Service Score
18-25 3.8	18-25	3.8
31-35 4.3	31-35	4.3
41-45 4.2	41-45	4.2

Carta Customer Service Score by Usage

Carta's Customer Service score was rated the highest by customers who have used Carta's products/services for 2 to 5 Years, and the lowest by customers with 1 to 2 Years of usage.

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Less than 1 Year	4.1
1 to 2 Years	3.7
2 to 5 Years	4.5

Carta Customer Service Score by Industry

Carta's Customer Service score was rated the highest by Accounting industry customers, and the lowest by Tech industry customers.

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Tech	3.8
Accounting	4.6

Carta Customer Service vs. Competitors

Compared to its competitors, Carta's Customer Service score is rated right above Certent.

COMPANY		Customer Service Score
	Carta	3.8/5
	Certent	2.7/5
	Solium Capital	1.5/5
	Sharework	1.5/5

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Customer Service for Other Banking and Financial Services Brands

In the Banking and Financial Services industry, Carta's Customer Service score is rated right above Stripe, and is preceded by Mastercard.

COMPANY		Customer Service Score
	Visa	4/5
	JPMorgan Chase & Co	4/5
	Mastercard	3.9/5
	Carta	3.8/5
	Stripe	3.6/5
	Block	3.4/5
	American Express	3.4/5
	USAA	3.3/5
	PayPal	3.3/5

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Carta as an Employer

4.5/5

Carta has a 4.5/5 stars for its overall company culture rated by their employees

top

CEO of Carta

Henry Ward

In the Top 5% of Similar Sized Companies on Comparably.

Consumer vs. Employees

Carta scored a 34 for Net Promoter Score and a 33 for Employee Net Promoter Score. NPS gauges how likely a customer of Carta would recommend the brand to a friend. ENPS measures how likely Carta employees would recommend working at Carta to a friend.

Net Promoter Score

NPS Score

56%	Promoters
22%	Passive
22%	Detractors

Employee Net Promoter Score

eNPS Score

57%	Promoters
19%	Passive
24%	Detractors

Global Ranking Snapshot

Carta is ranked #575 in the Global Top 100 Brands. It ranks just behind MuleSoft and just ahead of Carter's.

RANK			INDUSTRY
573	Calm	Alex Tew & Michael Acton-Smith	Health and Wellness
574	MuleSoft	Greg Schott	Tech
575	Carta	Henry Ward	Banking and Financial Services
576	Carter's	Michael Casey	Fashion and Beauty
577	Bumble	Whitney Wolfe Herd	Tech
578	Hormel Foods	James Snee	Food and Beverages
579	Corner Bakery Cafe	Mike Hislop	Food and Beverages

Banking and Financial Services Ranking Snapshot

Carta is ranked #46 in the Banking and Financial Services Industry. It ranks just behind Deutsche Bank and just ahead of BlackRock.

RANK		Location
44	Merrill Lynch	New York City, NY
45	Deutsche Bank	New York City, NY
46	Carta	San Francisco, CA
47	BlackRock	New York City, NY
48	T. Rowe Price Group	Baltimore, MD
49	Equinix	Redwood City, CA
50	The World Bank