Cap Table Alternatives

•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 to ensure equity plans rema...Read more about Certent Equity Management

J.P. Morgan Workplace Solutions is a holistic tech and service-based offering, created to empower your team to navigate their workplace incentives with confidence. From equity compensation management to financial education, wealth building and beyond, our...Read more about J.P. Morgan Workplace Solutions

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, SARs, and RSAs/RSUs. With...Read more about OptionTrax

Simplify equity compensation management with HRSoft. Our long-term incentive (LTI) management software promotes transparency and connects employees to company performance and strategy, ensuring your organization’s investment is optimized. Take a short sel...Read more about HRSoft Long-Term Incentive Management

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 Companie...Read more about Vestd

WOWS Cap Table Management tool allows companies to digitally manage their cap table and give all shareholders visibility of their shareholding. WOWS Cap Table is a comprehensive digital tool designed to help startups manage their equity. WOWS Cap Table pro...Read more about WOWS Cap Table

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 startups to large corporations...Read more about Eqvista

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 end-to-end company lifecycl...Read more about Corporify

Capboard is an equity and investor management tool that can be adapted to all countries and currencies. It can be used to digitize capitalization tables, projections, equity plans, and more. Capboard can increase equity visibility for founders, lawyers, in...Read more about Capboard

Shareworks is a cloud-based equity plan management solution that assists small to large public and private organizations with asset and portfolio management. Key features include stock options exercising, e-filing, restricted stock planning, and financial ...Read more about Shareworks

The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. The administrator portal is a tool that helps users easily plan and manage equity compensation for their employees. Users can track all grants, includ...Read more about Optio

EquityList is a full-stack equity and shareholder management platform designed to help companies organize and streamline their cap tables, equity grants, valuations, and compliance processes....Read more about EquityList

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 automated equity-related proces...Read more about Ledgy

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 table management, employee sha...Read more about Orchestra

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 capitalists to review evolvin...Read more about Carta