0

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Equity Management
Page 2

Equity Management Software with Investor Reporting (2026) - Page 2

Last updated: April 2026

1 filter applied

Features

Investor Reporting

Activity Dashboard(30)

Alerts/Notifications(31)

API(33)

Cap Table Management(28)

Integrated with

No filters available

Pricing model

Free(14)

Open Source(0)

Free Trial(23)

One Time License(2)

Subscription(32)

Devices supported

Mac(8)

iPad(5)

Android(5)

Linux(6)

Web-based(44)

iPhone(5)

Windows(13)

Organization types

Small Business(44)

Non Profit(9)

Large Enterprises(37)

Public Administrations(10)

Freelancers(16)

Mid Size Business(40)

User rating

All Reviews

& up

(27)

& up

(29)

& up

(29)

44 software options

Sort by

Sponsored

Xumane Equity

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

ESOP & Cap Table Management Solution

Vega Equity is a cloud-based equity management solution that helps businesses handle ESOP and cap table processes. The platform helps streamline equity management processes such as granting options and tracking vesting schedules on a centralized interface. Key features include drag-and-drop design, scenario modeling, data import/export, key performance indicators (KPIs), granular permissions, secure data storage, and data reconciliation.

Read more about Xumane Equity

Users also considered

Allvue

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment management software for private equity firms

From the back office to investor relations to deal tracking, Allvue’s fully integrated suite of private equity solutions has everything a GP needs to run their operations and businesses successfully – regardless of size or strategy.

Read more about Allvue

Users also considered

EquityList

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management for businesses

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

Users also considered

HRSoft Long-Term Incentive Management

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based incentive management solution

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

Users also considered

EquatePlus

1.4

(13)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based equity management solution for employees.

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.

Read more about EquatePlus

Users also considered

TheBizPlanner

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

End-to-end productivity software for Business Planning

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

Read more about TheBizPlanner

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

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).

Read more about FolioSure

Users also considered

Gust

(0)

SaaS equity management software for startups

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.

Read more about Gust

Users also considered

EQS IR COCKPIT

(0)

Investor relations platform

EQS IR COCKPIT is a cloud-based investor relations (IR) platform designed to combine investor data, disclosure obligations, contact management, and news distribution in a single system. The software includes tools for publication and disclosure, investor targeting, roadshow management, communications, and more.

Read more about EQS IR COCKPIT

Users also considered

Nth Round

(0)

Investor relations solution

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

Read more about Nth Round

Users also considered

InstaVal

(0)

Data-Driven Investment Platform

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

Read more about InstaVal

Users also considered

IR.Manager

(0)

Investor relationship management software

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.

Read more about IR.Manager

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

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.

Read more about Vantage Portfolio Accounting

Users also considered

Walter

(0)

Platform for company builders and their law office

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

Users also considered

Incentrium

(0)

Cloud-based tool for handling equity management incentives

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

Read more about Incentrium

Users also considered

Pepper

(0)

Investment data management platform

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.

Read more about Pepper

Users also considered

QUODD

(0)

Financial market data solution for fintech businesses

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

Read more about QUODD

Users also considered

daappa

(0)

Data management & administration platform for private assets

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

Read more about daappa

Users also considered

Allocations

(0)

SPVs in Minutes, not Months

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.

Read more about Allocations

Users also considered

page 2 of 2

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal Privacy Policy Vulnerability Disclosure Program

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.