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Equity Management Software with Grant Management (2026)

Last updated: April 2026

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18 software options

Vestd logo

Vestd, the easiest way to manage and issue shares.

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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 Companies House and FCA regulated for peace of mind

Read more about Vestd

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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.

Read more about Certent Equity Management

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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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Capdesk  logo

Helping companies digitise and automate equity management

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Capdesk from Carta is the all-in-one solution for managing equity in the UK and Europe. We enable high-growth companies across Europe to keep track of their cap tables as they scale, with greater accuracy and efficiency.

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Eqvista logo

Trusted by clients ranging from pre-seed startups to unicorn

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Eqvista, G2’s #1 Equity Management Platform, provides comprehensive equity management with expert 409A valuations and Real-Time Company Valuation™ technology.

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Orchestra logo

Multiply your success

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Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform.

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Capboard logo

Equity management tool to digitize cap tables & equity plans

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Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

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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.

Read more about J.P. Morgan Workplace Solutions

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Cake logo

Equity for today's global startup teams

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Cake Equity simplifies cap table management, ESOPs & early-stage capital raising. It offers a beautiful, intuitive app with built-in doc templates & automated vesting. The single source of truth makes equity management easy & accurate for founders, investors & employees.

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Optio logo

Equity management for private & public companies

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Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable

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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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Eldison logo

One platform, all your ESOP needs

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Eldison is an ESOP platform that allows businesses to implement and manage employee equity in one place. The true differentiators of this platform are its in-app standard legal documents, pool allocation feature, digital signing, employee portfolio and more.

Read more about Eldison

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EquityList logo

Equity management for businesses

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EquityList is a global full-stack equity management software enabling over 20,000 stakeholders across 350+ companies to manage their equity compensation and cap table.

Read more about EquityList

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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.

Read more about HRSoft Long-Term Incentive Management

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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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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.

Read more about Incentrium

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Walter logo

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.

Read more about Walter

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