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Equity Management Software

Last updated: April 2026

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60 software options

J.P. Morgan Workplace Solutions logo

Stock compensation management for public & private companies

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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.

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HRSoft Long-Term Incentive Management logo

Cloud-based incentive management solution

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CompTrak Long Term Incentive Management is a cloud-based platform that helps businesses handle deferrals across multiple years, instruments, and vesting schedules.

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DealPotential Entrepreneur Platform logo

Search, scout, and match with the right investors

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All-in-one platform that speeds up and facilitates your fundraising journey.

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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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A1 Tracker logo

Enterprise risk management software

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A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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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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TradeSmart logo

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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Gain.pro logo

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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Juniper Square logo

A universal system for private investment partnerships.

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Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

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FounderCatalyst logo

Cloud-based platform to manage investor engagement

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Founders seeking fixed-fee support for EMI and unapproved share options, SEIS/EIS advance assurance & compliance, and fundraising legal

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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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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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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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Altvia logo

Cloud-based private equity CRM solution for Salesforce

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AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations & workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, & more.

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Nth Round logo

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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IR.Manager logo

Investor relationship management software

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IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

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Pepper logo

Investment data management platform

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Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity with regulations and security. Pepper is the industry-leading cloud-native investment data platform.

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Deel logo

End-to-end global workforce platform.

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Deel is the only global-first people platform that enables companies to hire, pay, manage, and develop talent in 150+ countries without compliance headaches or third-party dependencies. Deel supports 40,000 customers and 1.5 million workers through a single, scalable global system.

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Ledgy logo

Equity management platform for compliance and automation

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Ledgy simplifies equity management for growing companies. Manage employee participation plans, shareholdings, prepare cap tables, and more on a unified and scalable platform. Invite investors into your dashboard. Automate document signing, shareholder agreements, convertible loans and more.

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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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Incentrium logo

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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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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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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InstaVal  logo

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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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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