Allocations vs Carta
Allocations
Global fund administrator with 1,600+ private funds, $2.2bn+ in assets and 30,000+ HNW investors
37 employees · est. 2019 · Miami, United States
Carta
We make private markets as connected as public ones
2358 employees · est. 2012 · San Francisco, United States
Carta is the older company (2019 vs 2012); Carta is the larger of the two.
Side-by-Side Comparison
| Metric | Allocations | Carta |
|---|---|---|
| Founded | ||
| Founded | 2019 | 2012 older |
| Headquarters | ||
| Headquarters | Miami, United States | San Francisco, United States |
| Employees | ||
| Employees | 37 | 2358 larger |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series G |
| Total Funding | ||
| Total Funding | $38.90M | $1.16B |
| Funding Rounds | ||
| Funding Rounds | 6 | 13 |
| Services | ||
| Services | End-to-End Fund Administration, SPV Creation, Deal Room Creation, Bank Account Setup, Legal Template Generation, Investor Onboarding, Tax Compliance and Migration | Carta Equity Suite, Cap Table Management, Valuations, Equity Compliance, Compensation Management, Carta Fund ERP, Fund Administration, Deal CRM, Fund Tax Services, SPV Management, Fund Forecasting, KYC/AML Services, Loan Operations, LP Portfolio Analytics, Carta Law Services |
| Target Customers | ||
| Target Customers | Fund Managers, Solo General Partners (GPs), Institutional Investors, Private Investors, Cryptocurrency Investors, Venture Capitalists, Real Estate Investors | Startups, Private Corporations, Private Equity Firms, Venture Capital Firms, Limited Partners, General Partners, Chief Financial Officers, Chief Executive Officers, General Counsels, Fund Managers |
| Taxonomy | ||
| Taxonomy | Global Fund AdministratorPrivate FundsInvestment AdministrationHigh Net Worth InvestorsAlternative InvestmentsFund Management +6 | Private Markets ConnectivityEquity ManagementFund AdministrationCap Table Management409A ValuationsSaaS For Private Capital +9 |
| Website | ||
| Website | allocations.com | carta.com |
About Allocations
Allocations is a dynamic entrant in the finance sector, rapidly establishing a robust presence since its founding in 2019. With a primary focus on providing comprehensive fund administration services, they have already facilitated over 1,500 private funds and manage assets exceeding $2 billion. The...
About Carta
Carta, founded in 2012, is transforming private markets by introducing a seamless interconnectivity comparable to public ones. The company’s mission, encapsulated by their slogan, "We make private markets as connected as public ones," underscores their vision. With a focus on finance, financial ser...
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Compiled from the BounceWatch company index. We last looked at Allocations on 12 Sep 2024, and Carta on 31 Oct 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
