EquityList 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

EquityList

5.0

(1)

Pricing

Starting at $2,200.00 per year

About EquityList

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.

EquityList Screenshots

EquityList Pricing and Plans

Starting price: $2,200.00 per year

Free Trial

Free Version

Seed

$2,200.00

flat rate, per year

Plan includes:

multi-entity
digital share certificate
409A valuation
bulk actions
board consents
data rooms
quick onboarding

Rise

$3,750.00

flat rate, per year

Plan includes:

historical cap table
put call agreements
buy back flow
ESOP expense report
white glove onboarding
maker checker workflow

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EquityList Features

Popular features found in Accounting
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Fund Accounting
Income & Balance Sheet
Multi-Currency
Payroll Management
Project Accounting
Purchase Order Management
Tax Management
More features of EquityList
Activity Tracking
Alerts/Notifications
Audit Management
Audit Trail
Cap Table Management
Client Portal
Compliance Management
Customizable Reports
Data Security
Document Management
Document Storage
Encryption
Financial Analysis
Financial Management
Financial Modeling
Forecasting
Grant Management
Investor Reporting
Portfolio Management
Public Equity
Real-Time Analytics
Real-Time Data
Reporting & Statistics
Role-Based Permissions
Scenario Planning
Third-Party Integrations
Valuation Management
Vesting Management
Workflow Management