About Carta
Carta is a Technology company based in San Francisco (United States) founded in 2012 by Manu Kumar and Henry Ward. Software-based equity management solutions are offered to companies and investors. Carta has raised $1.16 billion across 8 funding rounds from investors including Lightspeed Venture Partners, Permira and Tribe Capital. The company has 5,728 employees. Carta has completed 6 acquisitions, including Avantia Law, Capdesk and ListAlpha. Carta was last valued at $2 billion in December 2024. Its chief executive, as recorded, is Henry Ward. Its website carta.com draws about 2 million monthly visits. Its Indian entity Ta Associates Advisory Private Limited reported revenue of ₹205 Cr. Its focus areas include FinTech, Finance & Accounting Tech, Financial Planning & Analysis and Equity Administration. Its competitors include Pulley, Certent and Vertalo; 3 of its 3 listed competitors have raised funding.
Company details
Carta was founded in 2012 in San Francisco, United States, within the financial software sector. Equity management solutions are delivered through software platforms, encompassing valuation, equity planning, transfer agents, electronic securities, scenario modeling, fund administration, and portfolio data collection. These services are extended to private companies, investors, and public companies, with ESOP management solutions also included. Operations are centered in the United States, supporting cap table management and compliance needs.
- Headquarters San Francisco, United States
- Employees 5,728
- Founders Manu Kumar, Henry Ward
- Stage Unicorn
- SectorsTechnology
- Website category Finance
- Email••••••••
- Phone•••• ••••
- Website carta.com
- Social LinkedIn X Facebook
- Legal Name Ta Associates Advisory Private Limited
- Date of Incorporation 15 Dec, 2008
- Jurisdiction Mumbai, Maharashtra, India
- Indian entity revenue₹205 Cr
FY 2025 · +92% YoY
- Indian entity net profit₹25.37 Cr
FY 2025 · 12% margin
- Indian entity EBITDA₹35.32 Cr
FY 2025 · 17% margin
- Total Equity Funding$1.16B (USD)
in 8 rounds
- Latest Funding Round$500M (USD), Series G
Aug 2021
- InvestorsLightspeed Venture Partners
& 119 more
- Employee Count5,728
- Investments & AcquisitionsAvantia Law
& 5 more
Associated legal entities of Carta
Carta operates through Ta Associates Advisory Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Ta Associates Advisory Private Limited CIN U74900MH2008PTC188893 | Active | 15 Dec 2008 | Mumbai, Maharashtra | ₹205 Cr | 3 | View details |
Funding Insights of Carta
Carta has successfully raised a total of $1.16B across 8 strategic funding rounds. The most recent funding activity was a Series G round of $500 million completed in August 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.16B
- Total Rounds 8
- Last Round Series G — $500M
- First Round $1.8M
(Aug 2013)
- Investors Count 120
All 8 funding rounds of Carta with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2021 | $500M | Series G | $7.4B | Silver Lake | |
| May 2020 | $210M | Series F | – | – | |
| May 2019 | $300M | Series E | $1.7B | a16z | |
| Dec 2018 | $80M | Series D | – | Meritech, Tribe Capital | |
| Aug 2017 | $42M | Series C | – | Menlo Ventures, Social Capital | |
| Aug 2015 | $17M | Series B | – | Spark Capital | |
| Jan 2015 | $7M | Series A | – | Union Square Ventures | |
| Aug 2013 | $1.8M | Seed | – | Draper Associates, Expansion Venture Capital |
| Date | Valuation | Stage |
|---|---|---|
| Aug 2021 | $7.4B | •••••••• |
| May 2019 | $1.7B | •••••••• |
Last known valuation $2B (Dec 2024). 120 investors in total: 116 institutional and 4 angel.
Investors in Carta
Carta has secured backing from 120 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Lightspeed Venture Partners, Permira and Tribe Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Technology investing and private equity firm focused on partnerships. | silverlake.com | |||
Venture capital firm focused on fintech, edtech, and SaaS sectors | digitalhorizon.com | London, United Kingdom | ||
Venture capital investments in technology sectors are handled by Andreessen Horowitz. | a16z.com | |||
Venture capital investing in innovative companies across global sectors is undertaken by Lightspeed Venture Partners. | 1997 | lsvp.com | Menlo Park, United States | |
Venture and private equity investments are managed with global diversification. | tigerglobal.com | New York, United States | ||
Early-stage venture capital firm investing in AI, healthcare, and tech sectors. | menlovc.com | |||
Early-stage technology startups are invested in by Thrive Capital. | thrivecap.com | New York, United States | ||
Investments are made in global seed and early-stage startups. | 2018 | tribecap.co | Menlo Park, United States | |
Private equity investments are directed toward US-based companies. | meritechcapital.com | Palo Alto, United States | ||
Venture capital firm focused on blockchain, wellbeing, and multiple sectors | usv.com | New York, United States |
Investor details for Carta
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Verified entity values are shown only after access is granted.
Board of directors of Ta Associates Advisory Private Limited (Carta)
Ta Associates Advisory Private Limited is the primary company behind Carta. The board of Ta Associates Advisory Private Limited currently have 3 directors; the longest-serving is Melanie Rae Toomey, appointed in 2015. 8 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Melanie Rae Toomey DIN 07103302 | Director | 02 Mar 2015 | 11 yrs 7 mo | Ta Associates Advisory Private Limited |
| Ravindranath Menon Kizhakkepat Bhaskaran DIN 02579565 | Director | 01 Feb 2021 | 5 yrs 8 mo | Ta Associates Advisory Private Limited |
| Jennifer Ami Barbetta DIN 10709061 | Director | 25 Jul 2024 | 2 yrs 2 mo | Ta Associates Advisory Private Limited |
People of Carta
339 people are tracked at Carta (72 in leadership, 5 in board & advisors, 262 in team); the tracked headcount is 5,728.
| Name | Role | Group |
|---|---|---|
Manu Kumar | Co-Founder | Leadership |
Henry Ward | Co-Founder & CEO | Leadership |
Charly Kevers | CFO | Leadership |
Mike Maganja | Head Of Customer Success, LP Portfolio Analytics | Leadership |
Stephanie Y. | Head Of Marketing, APAC & ME | Leadership |
Kiira Mancasola | Head Of Integrated Marketing And Demand Generation | Leadership |
Miquela T. | Executive Assistant To CMO | Leadership |
Ashley Neville | Director Of Insights | Leadership |
Ulrik Hogrebe | Senior Director of Design | Leadership |
Daniel Silverstein | VP Customer Success | Leadership |
Justin Glaittli | Director Of Support | Leadership |
Aneetha Sampath | Director Of Product Management | Leadership |
Nicole Kahn | VP, Design | Leadership |
Vrushali Paunikar | Chief Product Officer | Leadership |
Ashley Wines | Director, Talent Strategy & Operations | Leadership |
Gavin Yerxa | Chief Of Staff, Product | Leadership |
Hannah Hawkins | Personal Assistant To The CEO | Leadership |
Edouard Mialhe | Director, Finance And Operations | Leadership |
Annie Larson | Director, Global Talent Acquisition | Leadership |
Marci Tonnemacher | Vp, Head Of Total Rewards | Leadership |
319 more people are available in the full profile.
Complete people profiles for Carta
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Financials of Carta
Figures of Ta Associates Advisory Private Limited, the primary company behind Carta, for FY 2025. Revenue was ₹205 Cr (+92% year on year). Net profit was ₹25.37 Cr (12% margin). EBITDA was ₹35.32 Cr (17% margin). Revenue has grown at a compounded annual rate of +46% over three years and +34% over five years.
- ₹205 CrRevenue · FY 2025 · +92% YoY
- ₹25.37 CrNet profit · 12% margin
- ₹35.32 CrEBITDA · 17% margin
- ₹2.56 CrPaid-up capital
- +46%Revenue CAGR, 3 years
- +34%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Ta Associates Advisory Private Limited are on its company page.
Detailed financial statements for Carta
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Carta
Carta has strategically engaged in corporate development activities, having acquired 6 companies. Notable acquisitions include Avantia Law, Capdesk and ListAlpha.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Legal document management services are provided to clients. | avantialaw.com | London, United Kingdom | 2018 | May 2026 | •••• | |
CRM for private equity deal flow and investor relations management. | listalpha.com | London, United Kingdom | 2022 | Mar 2026 | •••• | |
A loan management platform is provided for direct lenders. | sirvatus.com | Austin, United States | 2019 | Nov 2025 | •••• | |
Sentiment analysis for stocks is used to generate trading signals. | tactyc.io | Los Angeles, United States | 2020 | Oct 2024 | •••• | |
Cap table management solutions for asset managers & equity managers | capdesk.com | London, United Kingdom | 2015 | Sep 2022 | •••• | |
A portfolio management platform for private market investments is offered. | vauban.io | London, United Kingdom | 2017 | •••• |
Complete acquisition details for Carta
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of Carta
9 dated milestones of Carta across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Carta is founded.
- Funding First funding round of $1.8M.
- Milestone Reaches Unicorn status.
- Funding Latest funding round, Series G, of $500.0M.
- Acquisition Acquires Capdesk.
- Acquisition Acquires Tactyc.
- Acquisition Acquires Sirvatus.
- Acquisition Acquires ListAlpha.
- Acquisition Acquires Avantia Law.
Competitors of Carta
Carta has 3 listed competitors in our database, 3 of them funded. They include Pulley, Certent and Vertalo.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| pulley.com | 2019 | Mountain View, United States | $50.13M | 32 | Cap table management solutions are provided for businesses. | |
| certent.com | 2002 | Pleasanton, United States | $36.2M | 171 | Cloud-based SaaS solutions for equity compensation and compliance are provided. | |
| vertalo.com | 2017 | Austin, United States | $7M | Vertalo is focused on real-world asset tokenization solutions. |
Detailed competitors of Carta
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Carta
The website of Carta (carta.com) receives about 2M visits a month and ranks #23,894 among all websites worldwide, #1,534 in Finance.
- Monthly visits2M
▲ 10.4% vs previous month
- Unique visitors533.3K
per month
- Global rank#23,894
among all websites
- Category rank#1,534
Finance · Finance
- Bounce rate36%
- Pages per visit6.5
- Average visit17 min 39 sec
- DevicesDesktop 79% · Mobile 21%
Websites whose visitors overlap most with Carta. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
 d338z0m8mohz5e.cloudfront.net | d338z0m8mohz5e.cloudfront.net | 100% | #1,639,483 | – | |
| brex.com | 97% | 919.8K | #37,270 | View details | |
| teamblind.com | 94% | 16.3M | #3,301 | View details | |
| tracxn.com | 94% | 2.9M | #16,597 | View details | |
doctorofcredit.com | doctorofcredit.com | 91% | #11,591 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Carta
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- 40 similar websites
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Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Carta (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Carta
Complete news archive for Carta
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Frequently Asked Questions about Carta
Carta was founded in 2012 and raised its 1st funding round 1 year after it was founded.
Carta is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Henry Ward is the CEO of Carta, as recorded in our data. They have also founded this company.
Carta is a funded company, having raised a total of $1.16B across 8 funding rounds to date. The company's 1st funding round was a Seed of $1.8M, raised on Aug 2013.
Carta has 5,728 employees.
The primary company behind Carta, Ta Associates Advisory Private Limited, reported revenue of ₹205 Cr for FY 2025, up 92% year on year.
Carta was founded in 2012 in San Francisco, United States, within the financial software sector. Equity management solutions are delivered through software platforms, encompassing valuation, equity planning, transfer agents, electronic securities, scenario modeling, fund administration, and portfolio data collection. These services are extended to private companies, investors, and public companies, with ESOP management solutions also included. Operations are centered in the United States, supporting cap table management and compliance needs.
Carta has made 6 acquisitions, including Avantia Law, Capdesk, and ListAlpha.
Carta has 120 investors. Key investors include Lightspeed Venture Partners, Permira, Tribe Capital, Social Capital, and Draper.
The valuation of Carta is $2B as of Dec 2024.
Carta operates through Ta Associates Advisory Private Limited.