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Equity Management
Portfolio management

Top Rated Equity Management Software with Portfolio management - Page 2

Last updated: November 2026

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Carta

4.2

(66)

5

38

4

17

3

4

2

1

1

6

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

Equity management solution for public & private firms

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.

Read more about Carta

Users also considered

Shareworks

3.2

(19)

5

6

4

3

3

2

2

4

1

4

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

Equity management software

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.

Read more about Shareworks

Users also considered

EquatePlus

1.6

(14)

5

2

4

0

3

0

2

1

1

11

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

PRisme

(0)

Cloud-based PR management tool for agencies & teams

Cloud-based press relations platform with a verified French journalist database, AI-powered search, shared CRM, and campaign.

Read more about PRisme

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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

TradeSmart

(0)

SaaS order execution management system (OEMS) software

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.

Read more about TradeSmart

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

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

Hissa

(0)

Stock option management and liquidity platform

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.

Read more about Hissa

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

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

Manage My Portfolio

(0)

Portfolio management software

Cloud-based AI platform for investment teams covering deal screening, portfolio monitoring, LP reporting, and compliance automation.

Read more about Manage My Portfolio

Users also considered

TidalCap One

(0)

Business management software for organizations

TidalCap One is a business management platform designed to support organizations in streamlining operations and improving workflow.

Read more about TidalCap One

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

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