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Carta vs Personal Capital

A detailed comparison of Carta and Personal Capital in 2026. Compare pricing plans, features, and find out which finance service is right for you.

Carta

Equity management platform for companies and investors

Carta is a financial and accounting service that provides equity management platform for companies and investors. Founded in 2012 and headquartered in San Francisco, California, Carta offers 3 pricing plans. It offers a free tier as well as paid plans starting from $999/month. Key features include Cap table management, 409A valuations, Equity plans, Fund admin. Carta is a popular choice for users looking for quality finance subscriptions.

equitycap-tablevaluationsinvestors

Personal Capital

Wealth management and financial planning

Personal Capital is a financial and accounting service that provides wealth management and financial planning. Founded in 2009 and headquartered in San Carlos, California, Personal Capital offers 2 pricing plans. It offers a free tier as well as paid plans starting from $undefined/month. Key features include Net worth tracker, Investment analysis, Retirement planner, Fee analyzer. Personal Capital is a popular choice for users looking for quality finance subscriptions.

investingwealthretirementfinancial-planning

Feature Comparison

Side-by-side comparison of features and capabilities

FeatureCartaPersonal Capital
Starting PriceFreeFree
Plans Available32
Year Founded20122009
HeadquartersSan Francisco, CaliforniaSan Carlos, California
Cap table management
409A valuations
Equity plans
Fund admin
Investor portal
Net worth tracker
Investment analysis
Retirement planner
Fee analyzer
Cash flow
Budgeting

Pricing Comparison

Compare all available plans and pricing tiers

Carta Pricing

Starter
Free
Growth
$999/mo
Scale
Varies

Personal Capital Pricing

Free tools
Free
Wealth Management
Varies

Frequently Asked Questions

Is Carta or Personal Capital better in 2026?

Both Carta and Personal Capital are excellent finance services. Carta offers Cap table management and 409A valuations, while Personal Capital features Net worth tracker and Investment analysis. The best choice depends on your specific needs and budget.

How much does Carta cost compared to Personal Capital?

Carta starts at $999/month, while Personal Capital starts at $Free/month. Both offer multiple pricing tiers to fit different budgets.

Can I track both Carta and Personal Capital subscriptions?

Yes! TrackMySubscriptions lets you track all your subscriptions in one place, including Carta and Personal Capital. Get renewal alerts, spending analytics, and never miss a payment — 100% free.

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