EQUITY MANAGEMENT & REPORTING
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.
Read more about Certent Equity Management
Equity Management Software
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Here's our list of apps for Equity Management Software. Filters help you narrow down the results to find exactly what you’re looking for.
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71 Software options
OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock plans.
Read more about OptionTrax
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.
Read more about Backstop
CompTrak Long Term Incentive Management is a cloud-based platform that helps businesses handle deferrals across multiple years, instruments, and vesting schedules.
Read more about HRSoft Long-Term Incentive Management
Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.
Read more about Juniper Square
Workplace Solutions is a holistic tech and service-based offering created to empower your team to navigate their workplace incentives with confidence.
Read more about J.P. Morgan Workplace Solutions
Deel is a global HR platform for international teams that enables companies to hire, manage, and pay anyone, anywhere. In just a few minutes, any company can hire in 150 countries without without worrying about local laws, complicated tax systems, or international payroll.
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AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.
Read more about AppFolio Investment Manager
Vestd, the easiest way to issue shares to team members and investors.
From motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless.
Vestd is fully synced with Companies House and FCA regulated for peace of mind
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WOWS Cap Table is a digital cap table management tool designed to help startups manage their equity
Read more about WOWS Equity
The UK's number 1 for funding rounds, cap table and EMI option schemes.
Read more about SeedLegals
A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.
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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
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Seeking Alpha offers stock market analysis tools to assist with stock portfolio management. With this solution, users can access stock prices and charts, in-depth news and analysis, real-time updates, investing newsletters, data visualizations, peer comparisons, and more. Seeking Alpha can provide email alerts for stock news as well as upgrades...
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Papaya Global is a SaaS fintech company providing global payroll technology and the only one with an embedded payments platform designed for the workforce needs of global enterprises.
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Capdesk from Carta is the all-in-one solution for managing equity in the UK and Europe. We enable high-growth companies across Europe to keep track of their cap tables as they scale, with greater accuracy and efficiency.
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Ledgy simplifies equity management for growing companies. Manage employee participation plans, shareholdings, prepare cap tables, and more on a unified and scalable platform. Invite investors into your dashboard. Automate document signing, shareholder agreements, convertible loans and more.
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Corporify is a leading European cloud-based solution for legal entity management and corporate housekeeping. The platform is a game-changer for legal teams at corporates, modern legal service providers and investment funds (PE/VC).
It covers the full end-to-end entity lifecycle, from tracking securities to automated document generation and...
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FoxHire's Employer of Record (EOR) platform enables businesses to manage contract, temporary, and remote employees without having to do the admin work or worry about the risk. FoxHire delivers world-class payroll, insurance, benefits, and timesheets solutions through an all-in-one HR suite.
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Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. With an integrated share management platform, stakeholders can electronically issue and transfer existing shares to investors.
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InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.
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Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.
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Knowliah is a legal case management solution for businesses of all sizes, which helps users manage & store critical information on a unified platform. It comes with an automated contextualization engine which lets users quickly locate relevant documents related to a specific case, customer or issue.
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Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity.
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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.
Read more about Rundit
