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Compare Carta Software and J.P.Morgan Workplace Solutions

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At a Glance
Carta
Carta
Star Rating
(221)4.4 out of 5
Market Segments
Mid-Market (47.9% of reviews)
Information
Pros & Cons
Entry-Level Pricing
Free 25 Stakeholders Per Year
Free Trial is available
Browse all 4 pricing plans
J.P.Morgan Workplace Solutions
J.P.Morgan Workplace Solutions
Star Rating
(138)4.8 out of 5
Market Segments
Small-Business (87.4% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about J.P.Morgan Workplace Solutions
AI Generated Summary
AI-generated. Powered by real user reviews.
  • G2 reviewers report that J.P. Morgan Workplace Solutions excels in user experience, with a highly intuitive interface that makes navigation straightforward. Users appreciate the logical setup and the ability to quickly drill down into data, which enhances their overall efficiency.
  • Users say that Carta provides a seamless experience for managing equity and cap tables, with a clean user interface that simplifies the process of issuing grants and tracking vesting. This ease of use is particularly beneficial for freelancers and small businesses looking to maintain accurate ownership records.
  • According to verified reviews, J.P. Morgan Workplace Solutions stands out for its exceptional customer support, with users highlighting the excellent onboarding experience. One user specifically mentioned the helpful guidance provided during setup, which contributed to a smooth transition to the platform.
  • Reviewers mention that while Carta is praised for its comprehensive equity management features, some users have noted challenges in matching specific workflow needs, indicating that there may be room for improvement in customization options.
  • G2 reviewers highlight that J.P. Morgan Workplace Solutions has a strong market presence, particularly among small businesses, which is reflected in its high satisfaction ratings. Users appreciate the platform's startup-friendly pricing and comprehensive feature set that caters to early-stage companies.
  • Users report that while Carta has a solid reputation for equity management, it faces stiff competition from J.P. Morgan Workplace Solutions, which boasts higher ratings in areas like support quality and ease of setup, making it a more attractive option for businesses prioritizing these aspects.
Pricing
Entry-Level Pricing
Carta
Carta Launch
Free
25 Stakeholders Per Year
Browse all 4 pricing plans
J.P.Morgan Workplace Solutions
No pricing available
Free Trial
Carta
Free Trial is available
J.P.Morgan Workplace Solutions
No trial information available
Ratings
Meets Requirements
8.8
162
9.3
120
Ease of Use
8.6
174
9.4
124
Ease of Setup
7.9
133
9.5
118
Ease of Admin
8.4
105
9.4
101
Quality of Support
8.3
144
9.9
120
Has the product been a good partner in doing business?
8.4
99
9.8
101
Product Direction (% positive)
8.1
154
9.8
116
Features by Category
8.4
121
9.0
109
Platform Basics
8.2
107
9.3
103
Platform Data
8.3
113
9.3
105
8.0
104
Feature Not Available
8.7
114
9.4
105
Platform Content
8.1
90
9.0
97
Platform Additional Functionality
8.9
106
9.6
106
8.7
88
8.4
82
8.7
97
9.2
94
Agentic AI - Equity Management
7.6
26
7.4
14
Compensation PlanningHide 9 FeaturesShow 9 Features
Not enough data
Not enough data
Platform - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Additional Features - Compensation Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Stock Plan AdministrationHide 11 FeaturesShow 11 Features
Not enough data
7.8
8
Plan Management - Stock Plan Administration
Not enough data
8.6
7
Not enough data
6.3
5
Not enough data
8.8
7
Not enough data
9.6
8
Not enough data
9.0
5
Compliance - Stock Plan Administration
Not enough data
9.4
6
Not enough data
7.2
6
Employee Self-Service - Stock Plan Administration
Not enough data
7.6
7
Not enough data
6.0
5
Analytics & Data Management - Stock Plan Administration
Not enough data
6.7
5
Not enough data
6.7
5
Accounting & FinanceHide 1 FeatureShow 1 Feature
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Carta
Carta
J.P.Morgan Workplace Solutions
J.P.Morgan Workplace Solutions
Carta and J.P.Morgan Workplace Solutions are categorized as Equity Management
Unique Categories
Carta
Carta is categorized as Compensation Planning
J.P.Morgan Workplace Solutions
J.P.Morgan Workplace Solutions is categorized as Stock Plan Administration
Reviews
Reviewers' Company Size
Carta
Carta
Small-Business(50 or fewer emp.)
46.6%
Mid-Market(51-1000 emp.)
47.9%
Enterprise(> 1000 emp.)
5.5%
J.P.Morgan Workplace Solutions
J.P.Morgan Workplace Solutions
Small-Business(50 or fewer emp.)
87.4%
Mid-Market(51-1000 emp.)
10.4%
Enterprise(> 1000 emp.)
2.2%
Reviewers' Industry
Carta
Carta
Computer Software
29.4%
Financial Services
12.8%
Information Technology and Services
8.3%
Internet
5.5%
Accounting
5.0%
Other
39.0%
J.P.Morgan Workplace Solutions
J.P.Morgan Workplace Solutions
Computer Software
17.0%
Information Technology and Services
15.6%
Financial Services
8.1%
Biotechnology
8.1%
Hospital & Health Care
5.9%
Other
45.2%
Alternatives
Carta
Carta Alternatives
Certent Equity Management
Certent Equity Management
Add Certent Equity Management
Qapita
Qapita
Add Qapita
Pulley
Pulley
Add Pulley
Cake Equity
Cake Equity
Add Cake Equity
J.P.Morgan Workplace Solutions
J.P.Morgan Workplace Solutions Alternatives
Shareworks by Morgan Stanley
Shareworks by Morgan Stanley
Add Shareworks by Morgan Stanley
Qapita
Qapita
Add Qapita
Pulley
Pulley
Add Pulley
Remote
Remote
Add Remote
Discussions
Carta
Carta Discussions
How much does Carta cost?
2 Comments
Official Response from Carta
Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it...Read more
What was your experience during the public listing event (IPO)? Any issues with the platform?
1 Comment
Parrish N.
PN
No issues whatsoever.Read more
What does Carta company do?
1 Comment
YK
The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying...Read more
J.P.Morgan Workplace Solutions
J.P.Morgan Workplace Solutions Discussions
What is the latest plan to get the share trader certificate in Japan?
1 Comment
Official Response from J.P.Morgan Workplace Solutions
Dear Mr. Okada. Thank you for the query. This is a huge priority for us too and we're happy to say that this process is well underway. We hope to have our...Read more
Monty the Mongoose crying
J.P.Morgan Workplace Solutions has no more discussions with answers