Best Equity Management Software in 2024

8.8

★★★★★

Certent Equity Compensation Management

Streamline equity management, tighten compliance, minimize risk, improve your productivity. It's life beyond the spreadsheet.

The Best Equity Compensation Management Platform for Small and Private Companies - Rochelle T.

Ease of use

8.5

Support

8.6

Ease of Setup

0.0

Languages supported: English

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8.6

★★★★★

Carta

Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.

Great customer care and product - AndrГ© B.

Ease of use

9.0

Support

8.5

Ease of Setup

9.1

Languages supported: English

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10.0

★★★★★

Through technology, education, and support we simplify your equity administration and cap table management. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTraxВ® is the answer. We have solutions specifically tailored to public and private companies. Deep expertise, easy-to-use software. OptionTraxВ®.

FDVA Review-PKH - Administrator in Banking

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8.4

★★★★★

Equity Edge Online

Equity Edge Online is a stock plan administration platform.

E Trade review - Administrator in Non-Profit Organization Management

Ease of use

Support

Ease of Setup

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9.8

★★★★★

Ledgy

Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.

Highly recomended for anyone digitising their shareholder records - Benji L.

Ease of use

9.2

Support

0.0

Ease of Setup

0.0

Languages supported: German, English, French

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7.0

★★★★★

EquityEffect

TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

EquityEffect - Cedric C.

Ease of use

Support

Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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9.8

★★★★★

Vestd

Vestd is an FCA regulated platform that enables users to grow their business by distributing their equity. Vestd enables users to set up a share scheme easily, quickly and affordably.

Making the complex simple - Andrew C.

Ease of use

9.4

Support

9.9

Ease of Setup

9.3

Languages supported: English

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7.4

★★★★★

Shareworks by Morgan Stanley

We help companies engage and attract top talent, simplify equity plan management, provide confident disclosures and comply with certainty.

Share-based compensation administered in an efficient and effective way - David O.

Ease of use

7.9

Support

7.1

Ease of Setup

0.0

Languages supported: German, English, French

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9.4

★★★★★

CompTrak

CompTrak is a comprehensive solution that is transforming the way incentive, equity and merit review compensation plans are managed today. CompTrakВ® allows companies to innovate, customize, manage multiple compensation plans and ensure that they are linked to corporate strategic goals while eliminating the need for spreadsheets and dependency on legacy systems.

Very happy with the product and the support. - Jessica H.

Ease of use

9.3

Support

9.3

Ease of Setup

0.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

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9.0

★★★★★

Gust Equity Management

Gust Equity Management (GEM) is a Software-as-a-Service platform that simplify the process of managing the evolution of enterprise capitalizations from startup through sale/IPO.

Great start for Equity Management - Administrator in Internet

Ease of use

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Ease of Setup

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9.0

★★★★★

Motilal Oswal

One-stop financial superstore to get access to a range of products & services. Option to trade across exchanges - BSE, NSE, NCDEX, MCX, MSEI. All products backed by our customized solid research & advice. Robust trading platforms, highly skilled dedicated advisors and Call & Trade desk.

Very good demat account service - Internal Consultant in Accounting

Ease of use

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9.0

★★★★★

Captable.io

Captable.io is a free tool for cap table management and insights.

Extremely easy to setup a cap table model - Felix W.

Ease of use

Support

Ease of Setup

Languages supported: English

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10.0

★★★★★

Capdesk

Capdesk is designed to be an easy to use shareholding tool for both companies and investors.

Big fan of Capdesk - David N.

Ease of use

Support

Ease of Setup

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10.0

★★★★★

HighCastle Fundraising and Cap Table Management

HighCastle provides a unique all-in-one solution to manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, issue and manage equity and debt securities, convertibles, options and maintain shareholder relations.HighCastle equity management software is designed for companies' Directors and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities ...

The best service for a startup that wants to get ready to receive investments - User in Computer Software

Ease of use

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0.0

★★★★★

Global Shares

An easy-to-use platform for private and public companies that simplifies and streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever you're based, whatever your plan type, you're maximizing the benefits of stock compensation. Your employees can log onto their Global Shares equity portal and see exactly what stock they have and how much its worth. They can easily sell stock, accept ...

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