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Equity Management Software - Page 2

Last updated: April 2026

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47 software options

Carta logo

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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Upstock logo

RSU management software.

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Elevate your equity with the most affordable RSU management available.

Upstock makes RSUs accessible for all companies at any stage.

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Knowliah logo

Legal case management solution for businesses of all sizes

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Knowliah is a legal case management solution for businesses of all sizes, which helps users manage & store critical information on a unified platform. It comes with an automated contextualization engine which lets users quickly locate relevant documents related to a specific case, customer or issue.

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Diligent Equity logo

Cloud-based equity management solution

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Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

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Shareworks logo

Equity management software

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Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.

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TheBizPlanner logo

End-to-end productivity software for Business Planning

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TheBizPlanner is a comprehensive business planning software that helps you manage your finances, team, marketing strategy, sales channels and much more.

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Maestro logo

A single source of truth for value creation.

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From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

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Sage 300 People logo
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HR and payroll solution

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Sage 300 People is an integrated human resources and payroll software solution designed for medium to large businesses.

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Allocations logo
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SPVs in Minutes, not Months

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Join the 10,000+ investors and fund managers who would have launched their SPVs and Funds on the fastest, most advanced Fund platform in the world.

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TradeSmart logo
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SaaS order execution management system (OEMS) software

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TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

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Vantage Portfolio Accounting logo
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Cloud-based portfolio accounting software for investors

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Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

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Sharetrack logo
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Equity management solution

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Sharetrack is a company secreterial solution designed to manage employee share plans, share registers, and other equity incentive arrangements. The system features customizable workflows, enabling teams to automate routine share plan administration processes. It supports varied arrangements including share, cash, and unit-based plans.

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InstaVal logo
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Data-Driven Investment Platform

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InstaVal is a data-driven platform helping founders organize recurring cap table events while helping investors access investment-ready opportunities.

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FolioSure logo
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Cloud-based portfolio monitoring & equity management tool

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FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

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Capiche logo
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Web-based capital raising platform

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Capiche is a web-based equity management platform designed to help businesses streamline the capital-raising and investing process through electronic signatures, subscription tracking, and more in compliance with stock exchange policies, securities laws, and other regulations.

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Gust logo
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SaaS equity management software for startups

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Gust is a SaaS equity management software designed to help businesses issue employee stock options (ESO), set up vesting schedules, and create equity incentive plan agreements. It allows organizations to divide equity among co-founders, establish bylaws, and appoint board members.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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Walter logo
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Platform for company builders and their law office

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Walter is a modern and secure equity management platform designed as a single source of truth for company builders and their lawyers to collaborate on. Walter strengthens controls and streamlines the workflows for equity management, stock option programs, and raising capital.

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QUODD logo
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Financial market data solution for fintech businesses

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QUODD is a global financial market data provider that delivers exchange pricing and reference data via API and digital platforms.

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Hissa logo
(0)

Stock option management and liquidity platform

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Hissa is an equity management platform designed for private companies in India. The software offers cap table management, ESOP administration with real-time tracking, and compensation structure modeling capabilities. The platform includes portfolio management tools for investors and provides ESOP liquidity solutions through a secondary fund. Hissa offers managed services including cap table onboarding, ESOP plan implementation, and employee welfare trust setup.

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Incentrium logo
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Cloud-based tool for handling equity management incentives

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Incentrium is a cloud-based solution for streamlined share-based compensation, real-time oversight, simplified valuations, and robust reporting.

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Gain.pro logo
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Find, understand and track companies that matter to you

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Gain.pro is a specialized platform focused on private market data, offering comprehensive insights into companies, investors, industries, and global investment activity. It is specifically designed to facilitate research, analysis, and deal-sourcing workflow management.

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