Allocate vs Carta Fund Management
Allocate
allocate.co
Carta Fund Management
carta.comSide by side
| Figure | Allocate | Carta Fund Management |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 2 |
| Spec score · Fund Administration Software | 7.6 (#12) | 7.5 (#16) |
| Founded | 2021 | 2012 |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | Fund Management lists Ramp for expense management and supports banking connections through direct and indirect APIs. |
| Purpose | Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations. | Carta Fund Management is an end-to-end suite for managing fund operations from transactions to distributions. |
| Support | The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm. | Fund Management customers can work with a dedicated team of experienced fund accountants for advice and support. |
Plans
Carta Fund Management
- Advanced ERPPriced on request
- Standard ERPPriced on request
In their own words
Carta Fund Management
Carta Fund Management has no write-up on Specifiction yet; its figures are above.