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Equity Management Software - Page 2

Last updated: April 2026

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61 software options

Quoroom logo

Cloud-based equity and investment management platform

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Designed for accounting, automotive, construction, hospitality, human resources, and other industries, Quoroom is a cloud-based equity management platform that helps streamline liquidity and funding processes related to statutory registers and filings, security transfers, account reconciliation, and legal document storage.

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Corporify logo

Legal entity management and corporate housekeeping platform

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Corporify is a leading European cloud-based solution for legal entity management and corporate housekeeping. The platform is a game-changer for legal teams at corporates, modern legal service providers and investment funds (PE/VC).

It covers the full end-to-end entity lifecycle, from tracking securities to automated document generation and meeting invites. Corporify also provides a very intuitive portal to share information with external stakeholders in read-only mode.

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Certent Equity Management logo

Enterprise Class Equity Management & Reporting Software

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EQUITY MANAGEMENT & REPORTING
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.

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Agora logo

Built for better investment management

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Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform, enabling firms to raise capital faster, streamline operations, foster investor relationships and ultimately drive profits for themselves and their investors.

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FoxHire logo

Employer of Record (EOR) platform for today's world of work.

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FoxHire's Employer of Record (EOR) platform enables businesses to manage contract, temporary, and remote employees without having to do the admin work or worry about the risk. FoxHire delivers world-class payroll, insurance, benefits, and timesheets solutions through an all-in-one HR suite.

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Papaya Global logo

Global payroll and payments platform for businesses

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Papaya Global is a unified platform for global payroll and payments, enabling businesses to manage their international workforce operations. It integrates workforce management tools with payment processing technology to streamline hiring, compliance, and payroll functions for global teams.

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Covercy logo

Not your standard investment management.

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Commercial real estate (CRE) investment firms grow AUM with Covercy Banking and investor management, the first platform with AI (artificial intelligence) .

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Backstop logo

Cloud-based investment management platform

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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

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Rundit logo

A single source of truth to stay on top of investments.

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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

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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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EquatePlus logo

Cloud-based equity management solution for employees.

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EquatePlus is a cloud-based solution that helps businesses manage equity and non-equity-based employee share plans. The platform is linked with brokerage and banking networks globally, allowing participants to manage their share plans in real-time. It also provides various features such as offer enrollment, real-time trading, and purchase plan elections. EquatePlus enables businesses to simplify share scheme management and provides valuable insights into employee engagement and plan performance.

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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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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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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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Nth Round logo
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Investor relations solution

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Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform.

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Hissa logo
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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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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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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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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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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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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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