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Top Rated Equity Management Software with Portfolio management - Page 2

Last updated: May 2026

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42 software options

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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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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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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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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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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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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InstaVal logo
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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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IR.Manager logo
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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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TradeSmart logo
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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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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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Pepper logo
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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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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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daappa logo
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Data management & administration platform for private assets

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

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Walter logo
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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.

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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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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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