# Best Equity Management Software - 2026 Reviews & Pricing > Find the best Equity Management Software for your organization. Compare top Equity Management Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/equity-management/ --- [Home](https://www.softwareadvice.com/) / Equity Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Equity Management Software of 2026 Updated July 22, 2026 On this page 1. Popular Comparisons 2. Related Software Filter products 43 results ### Compare Products Showing 1 - 25 of 43 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. AppFolio Investment Manager is a real estate investment management software designed to assist firms in managing investment port...[Read more about AppFolio Investment Manager](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/) **4.7** ([100 reviews](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/reviews/)) Free trial Free version Integrations Integrations Happy Property Knock CRM +6 more +5 more +4 more AppFolio Investment Manager's Best Rated Features 5.0Real-Time Notifications See All AppFolio Investment Manager's Worst Rated Features Workflow Management See All J.P. Morgan Workplace Solutions is a holistic tech and service-based offering, created to empower your team to navigate their wo...[Read more about J.P. Morgan Workplace Solutions](https://www.softwareadvice.com/product/261887-J-P-Morgan-Workplace-Solutions/) **4.7** ([9 reviews](https://www.softwareadvice.com/product/261887-J-P-Morgan-Workplace-Solutions/reviews/)) Free trial Free version J.P. Morgan Workplace Solutions's Best Rated Features 5.0Budget Management See All J.P. Morgan Workplace Solutions's Worst Rated Features Investor Reporting See All ...[Read more about HRSoft Long-Term Incentive Management](https://www.softwareadvice.com/equity-management/comptrak-equity-plan-management-profile/) **4.0** ([1 reviews](https://www.softwareadvice.com/equity-management/comptrak-equity-plan-management-profile/#reviews)) Free trial Free version HRSoft Long-Term Incentive Management's Best Rated Features 5.0Vesting Management See All HRSoft Long-Term Incentive Management's Worst Rated Features 4.0Deal Management See All [Juniper Square](https://www.softwareadvice.com/investment-management/juniper-square-profile/) Juniper Square is the leader in partnership enablement for the private funds industry, offering a universal system for GPs and t...[Read more about Juniper Square](https://www.softwareadvice.com/investment-management/juniper-square-profile/) **4.9** ([61 reviews](https://www.softwareadvice.com/investment-management/juniper-square-profile/reviews/)) Free trial Free version Integrations Integrations Docusign Google Analytics 360 +4 more +3 more +2 more Juniper Square's Best Rated Features 5.0Client Portal See All Juniper Square's Worst Rated Features 4.0Mobile Access See All [Deel](https://www.softwareadvice.com/hr/deel-profile/) Deel is the only global-first people platform that enables companies to hire, relocate, pay, manage, equip, and support talent i...[Read more about Deel](https://www.softwareadvice.com/hr/deel-profile/) **4.9** ([4297 reviews](https://www.softwareadvice.com/hr/deel-profile/reviews/)) Free trial Free version Integrations Integrations BambooHR NetSuite +51 more +50 more +49 more Deel's Best Rated Features 5.0Engagement Tracking See All Deel's Worst Rated Features Learning Management See All [Vestd](https://www.softwareadvice.com/legal/vestd-profile/) Vestd, the easiest way to issue shares to team members and investors. From motivating employees with shares to communicating wi...[Read more about Vestd](https://www.softwareadvice.com/legal/vestd-profile/) **4.9** ([97 reviews](https://www.softwareadvice.com/legal/vestd-profile/reviews/)) Free trial Free version Vestd's Best Rated Features 5.0Modeling & Simulation See All Vestd's Worst Rated Features 3.67Performance Metrics See All [Pulley](https://www.softwareadvice.com/product/211396-pulley/) Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights...[Read more about Pulley](https://www.softwareadvice.com/product/211396-pulley/) **5.0** ([16 reviews](https://www.softwareadvice.com/product/211396-pulley/reviews/)) Free trial Free version Integrations Integrations Gusto Paycom +35 more +34 more +33 more Pulley's Best Rated Features 4.86Valuation Management See All Pulley's Worst Rated Features 4.63Document Storage See All [Ledgy](https://www.softwareadvice.com/investment-management/ledgy-profile/) Ledgy is an equity management software solution for growing companies. It engages employees and investors to align them with the...[Read more about Ledgy](https://www.softwareadvice.com/investment-management/ledgy-profile/) **4.9** ([29 reviews](https://www.softwareadvice.com/investment-management/ledgy-profile/#reviews)) Free trial Free version Integrations Integrations BambooHR Personio +5 more +4 more +3 more Ledgy's Best Rated Features 5.0Cap Table Management See All Ledgy's Worst Rated Features Deal Management See All [A1 Tracker](https://www.softwareadvice.com/crm/a1-tracker-profile/) A1 Tracker Contract Management Software is a cloud-based contract management & lifecycle platform. A1 Tracker's features in...[Read more about A1 Tracker](https://www.softwareadvice.com/crm/a1-tracker-profile/) **4.8** ([80 reviews](https://www.softwareadvice.com/crm/a1-tracker-profile/reviews/)) Free trial Free version Integrations Integrations Cisco Duo SAP Business One +3 more +2 more +1 more A1 Tracker's Best Rated Features 5.0Collaboration Tools See All A1 Tracker's Worst Rated Features Trust Accounting See All [PackHedge](https://www.softwareadvice.com/product/473991-PackHedge/) PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes alternative a...[Read more about PackHedge](https://www.softwareadvice.com/product/473991-PackHedge/) **4.9** ([11 reviews](https://www.softwareadvice.com/product/473991-PackHedge/#reviews)) Free trial Free version PackHedge's Best Rated Features 5.0Performance Metrics See All PackHedge's Worst Rated Features 5.0Performance Metrics See All [DealPotential Entrepreneur Platform](https://www.softwareadvice.com/equity-management/entrepreneur-platform-profile/) All-in-one platform that provides full support throughout the funding journey. It features a database of 28,000+ investors, and ...[Read more about DealPotential Entrepreneur Platform](https://www.softwareadvice.com/equity-management/entrepreneur-platform-profile/) **5.0** ([2 reviews](https://www.softwareadvice.com/equity-management/entrepreneur-platform-profile/#reviews)) Free trial Free version [Capdesk](https://www.softwareadvice.com/equity-management/capdesk-profile/) Capdesk makes equity management straightforward by supporting funding rounds, employee share schemes, end-to-end deed execution,...[Read more about Capdesk](https://www.softwareadvice.com/equity-management/capdesk-profile/) **4.8** ([30 reviews](https://www.softwareadvice.com/equity-management/capdesk-profile/#reviews)) Free trial Free version Integrations Integrations BambooHR Personio +1 more +0 more +0 more Capdesk 's Best Rated Features 5.0Valuation Management See All Capdesk 's Worst Rated Features 4.0Cap Table Management See All [Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to infor...[Read more about Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/equity-management/allvue-profile/#reviews)) Free trial Free version [EquityList](https://www.softwareadvice.com/product/519690-EquityList/) EquityList is a full-stack equity and shareholder management platform designed to help companies organize and streamline their c...[Read more about EquityList](https://www.softwareadvice.com/product/519690-EquityList/) **5.0** ([1 reviews](https://www.softwareadvice.com/product/519690-EquityList/#reviews)) Free trial Free version EquityList's Best Rated Features Valuation Management See All EquityList's Worst Rated Features Cap Table Management See All [Altvia](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/) Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes ma...[Read more about Altvia](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/) **4.8** ([11 reviews](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/reviews/)) Free trial Free version Integrations Integrations Salesforce Sales Cloud +0 more +0 more +0 more Altvia's Best Rated Features 5.0Data Import/Export See All Altvia's Worst Rated Features 4.0Activity Dashboard See All [Orchestra](https://www.softwareadvice.com/product/256893-orchestra/) Orchestra is the leading platform to manage distributed equity in one place. Helping businesses get out of manual spreadsheets...[Read more about Orchestra](https://www.softwareadvice.com/product/256893-orchestra/) **4.8** ([11 reviews](https://www.softwareadvice.com/product/256893-orchestra/reviews/)) Free trial Free version Orchestra's Best Rated Features 5.0Portfolio Management See All Orchestra's Worst Rated Features Performance Metrics See All [Edda](https://www.softwareadvice.com/product/216643-Edda/) Kushim is an all-in-one investment tracking suite built for VC and PE firms. From deal screening to exit, Kushim's suite of prod...[Read more about Edda](https://www.softwareadvice.com/product/216643-Edda/) **4.8** ([4 reviews](https://www.softwareadvice.com/product/216643-Edda/#reviews)) Free trial Free version Integrations Integrations Dropbox Microsoft Outlook +9 more +8 more +7 more Edda's Best Rated Features 5.0Performance Metrics See All Edda's Worst Rated Features Client Management See All [Optio](https://www.softwareadvice.com/hr/optio-profile/) The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. The administrator port...[Read more about Optio](https://www.softwareadvice.com/hr/optio-profile/) **4.7** ([7 reviews](https://www.softwareadvice.com/hr/optio-profile/reviews/)) Free trial Free version Integrations Integrations Personio +0 more +0 more +0 more Optio's Best Rated Features 4.50Client Portal See All Optio's Worst Rated Features Audit Trail See All [Quoroom](https://www.softwareadvice.com/equity-management/highcastle-profile/) Quoroom is a cloud-based capital raising platform that helps private organizations manage investor pipeline, connect with new in...[Read more about Quoroom](https://www.softwareadvice.com/equity-management/highcastle-profile/) **4.7** ([6 reviews](https://www.softwareadvice.com/equity-management/highcastle-profile/#reviews)) Free trial Free version [Capboard](https://www.softwareadvice.com/investment-management/capboard-profile/) Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digiti...[Read more about Capboard](https://www.softwareadvice.com/investment-management/capboard-profile/) **4.7** ([10 reviews](https://www.softwareadvice.com/investment-management/capboard-profile/#reviews)) Free trial Free version Capboard's Best Rated Features 5.0Valuation Management See All Capboard's Worst Rated Features 3.0Document Management See All [Maestro](https://www.softwareadvice.com/product/268025-Maestro/) As private equity firms face continued pressure to demonstrate returns faster, the need for increased operational engagement and...[Read more about Maestro](https://www.softwareadvice.com/product/268025-Maestro/) **1.0** ([1 reviews](https://www.softwareadvice.com/product/268025-Maestro/#reviews)) Free trial Free version Maestro's Best Rated Features 1.0Data Import/Export See All Maestro's Worst Rated Features 1.0Alerts/Notifications See All [Covercy](https://www.softwareadvice.com/investment-management/covercy-profile/) Covercy is the first real estate syndication platform where banking meets investment management. Now the Platform incorporates A...[Read more about Covercy](https://www.softwareadvice.com/investment-management/covercy-profile/) **4.3** ([9 reviews](https://www.softwareadvice.com/investment-management/covercy-profile/#reviews)) Free trial Free version Covercy's Best Rated Features 5.0Compliance Tracking See All Covercy's Worst Rated Features 3.0Fund Management See All [Corporify](https://www.softwareadvice.com/entity-management/corporify-profile/) Corporify revolutionizes the way in which legal teams, legal service providers and investments funds handle their legal entity m...[Read more about Corporify](https://www.softwareadvice.com/entity-management/corporify-profile/) **4.6** ([29 reviews](https://www.softwareadvice.com/entity-management/corporify-profile/reviews/)) Free trial Free version Integrations Integrations Docusign Microsoft Azure +3 more +2 more +1 more Corporify's Best Rated Features 5.0Third-Party Integrations See All Corporify's Worst Rated Features Customizable Reports See All [FoxHire](https://www.softwareadvice.com/hr/foxhire-profile/) FoxHire is a technology-enabled Employer of Record (EOR) service designed for contract staffing and recruiting firms. FoxHire's ...[Read more about FoxHire](https://www.softwareadvice.com/hr/foxhire-profile/) **4.5** ([23 reviews](https://www.softwareadvice.com/hr/foxhire-profile/reviews/)) Free trial Free version [Rundit](https://www.softwareadvice.com/equity-management/rundit-profile/) Rundit is a customizable tool that helps venture capital firms to streamline operations related to investment data analytics and...[Read more about Rundit](https://www.softwareadvice.com/equity-management/rundit-profile/) **4.2** ([13 reviews](https://www.softwareadvice.com/equity-management/rundit-profile/#reviews)) Free trial Free version Rundit's Best Rated Features 5.0Reporting & Statistics See All Rundit's Worst Rated Features 3.0Real-Time Reporting See All 1 [2](https://www.softwareadvice.com/equity-management/?page=2) ## Popular Comparisons [ Certent Equity Management vs Vestd ](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/vs/vestd/)[ AppFolio Investment Manager vs Juniper Square ](https://www.softwareadvice.com/crm/appfolio-investment-management-profile/vs/juniper-square/)[ Deel vs Papaya Global ](https://www.softwareadvice.com/hr/deel-profile/vs/papaya-global/) ### Related Equity Management Software - [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) - [Hedge Fund Software](https://www.softwareadvice.com/hedge-fund/) - [Investment Management Software](https://www.softwareadvice.com/investment-management/) - [Stock Portfolio Management Software](https://www.softwareadvice.com/stock-portfolio-management/)