Top 15 Popular Equity Management Software

Carta is a leading cloud-based platform designed to simplify and automate equity management for companies of all sizes, from startups to publicly traded organizations. It provides a centralized solution for managing cap tables, 409A valuations... Read more

Shareworks by Morgan Stanley is a comprehensive, cloud-based equity management platform designed to simplify and automate equity administration for companies of all sizes. From startups to large enterprises, Shareworks empowers organizations t... Read more

Certent Equity Management is a comprehensive SaaS solution designed for both private and public companies to efficiently manage and report on all aspects of equity, including cap table management and equity compensation. The platform streamlin... Read more

Juniper Square is a leading SaaS platform designed to simplify and automate operations for private investment partnerships. It provides a comprehensive, unified system for General Partners (GPs) and Limited Partners (LPs) to manage the entire ... Read more

Capdesk by Carta is a comprehensive equity management platform designed for private companies. It simplifies and automates the entire equity lifecycle, from cap table management and employee stock option plans (ESOPs) to compliance reporting. ... Read more

Ledgy is a comprehensive equity management platform designed to empower high-growth startups with the tools they need to manage their equity efficiently and compliantly. From employee stock options and grants to complex funding rounds and inve... Read more

AppFolio Investment Manager is a comprehensive software solution designed for commercial real estate investors and managers. It provides a centralized platform to manage investor relations, automate investment workflows, and ensure transparenc... Read more

Allvue is a comprehensive investment management platform designed for commercial banks, private equity firms, fund administrators, and CLO managers. It streamlines critical processes including asset servicing, fund accounting, compliance, busi... Read more

Altvia is a cloud-based CRM solution built natively on Salesforce, specifically designed for private equity firms. It consolidates investment data, streamlines workflows, and enhances collaboration across the entire investment lifecycle – from... Read more

Vestd is a comprehensive equity management platform designed specifically for UK companies. It simplifies the process of issuing shares to employees and investors, managing cap tables, ensuring compliance with Companies House and FCA regulatio... Read more

InvestNext is a comprehensive SaaS platform designed to empower businesses with streamlined front and back-office operations and robust portfolio management capabilities. This unified portal provides clients with customizable reporting and das... Read more

Eqvista is a comprehensive, cloud-based equity management platform designed to simplify and automate the complexities of cap table management, equity compensation, and shareholder relations. It empowers startups and growing companies to effic... Read more

EquatePlus is a comprehensive, cloud-based equity management platform designed to streamline employee stock option plans (ESOPs), restricted stock units (RSUs), and other equity-based compensation programs. It connects seamlessly with global ... Read more

Diligent Equity is a comprehensive, cloud-based equity management platform designed for financial institutions, investors, law firms, and private companies. Powered by EquityEffect, it simplifies the complexities of equity administration, offe... Read more

Backstop is a leading cloud-based investment management platform designed for a wide range of financial professionals, including consultants, advisors, OCIOs, institutions, and fund managers. As part of ION Analytics, Backstop provides a defin... Read more