Find the best Equity Management Software

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations. In other words, we are... A modernized portal that helps you stay ahead ...Read more about AppFolio Investment Manager

OptionTrax is a cloud-based equity management software that helps market research and other businesses access transaction details, generate real-time summary reports, and filter them by demographics. It lets users handle stocks, S...Read more about OptionTrax

Designed for businesses of all sizes, CompTrak Long Term Incentive Management is a cloud-based platform that helps gain insights into compensation packages, facilitate employee communication, and view equity awards. Key features i...Read more about CompTrak Long Term Incentive Management

•Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and ...Read more about Certent Equity Management

Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and their LPs to seamlessly connect and communicate across every stage of their partnerships, from fundrais...Read more about Juniper Square

Global Shares is an equity management software with solutions for small-medium sized companies as well as large enterprises. The solution helps manage and administer all major employee stock plans and provides the tools users need...Read more about Global Shares

JUMP Front-to-Back is a comprehensive and modular asset management platform covering front-to-back office functions. It streamlines operations for asset managers, wealth managers, insurers, and other financial services firms. The...Read more about JUMP Front-to-Back

Carta is a cloud-based solution that helps organizations in the finance industry streamline and manage portfolios, valuations, holdings and more. It provides enterprises with a fund administrative module, which enables venture cap...Read more about Carta

Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, maintain shareholder relations and ...Read more about Quoroom

FolioSure is a cloud-based solution designed to help private equity (PE) and venture capital (VC) firms monitor and analyze the performance of portfolio companies. Using the built-in cash flow engine, managers can calculate net to...Read more about FolioSure

Corporify revolutionizes the way in which legal teams, legal service providers and investments funds handle their legal entity management and corporate housekeeping. The cloud-based SaaS platform allows users to manage the full e...Read more about Corporify

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. Equity is your company’s most important asset. Make s...Read more about Pulley

Sterling Trader Pro is an advanced trading platform designed for active traders and broker-dealers. Sterling Trader Pro serves active traders who need robust trading tools as well as broker-dealers who require an end-to-end soluti...Read more about Sterling Trader Pro

Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of products can help streamline workflows and manage funds. Kushim allows users to spend less time searching ...Read more about Kushim

Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the common goal of achieving growth. Key features include employee participation plan templates and autom...Read more about Ledgy

Eqvista is a cloud-based equity management software designed to help investors and shareholders manage capitalization tables, equity shares, valuations, and more. Eqvista is suitable for organizations of all sizes, from small star...Read more about Eqvista

Capiche is a cloud-based equity management platform that brings capital raising online, simplifying the entire process while ensuring regulatory compliance. With Capiche, both private and public companies can reduce the time and c...Read more about Capiche

Vestd is a legal document management software that helps businesses manage equity or start a share scheme. The platform enables managers to divide shares with a cofounder and gain real-time insights into the portfolio using a unif...Read more about Vestd

Orchestra is the leading platform to manage distributed equity in one place. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a trusted source of truth across share registries, cap tabl...Read more about Orchestra

Founded in 2018, Gain.pro is a deal-sourcing platform that specialises in private market data. The platform is designed to provide in-depth insights into companies, investors, industries & investment activity globally for research...Read more about Gain.pro