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Equity Management Software for Mid Size Business (2026) - Page 2

Last updated: March 2026

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54 software options

Cake logo

Equity for today's global startup teams

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Cake is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat, Phone Support.

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Optio logo

Equity management for private & public companies

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Optio is available for Mid Size Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support, Chat.

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Knowliah logo

Legal case management solution for businesses of all sizes

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Knowliah is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support, Knowledge Base, Chat.

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Covercy logo

Not your standard investment management.

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Covercy is available for Mid Size Business and offers the following support options: Phone Support, Email/Help Desk, Knowledge Base, FAQs/Forum, Chat.

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Quoroom logo

Cloud-based equity and investment management platform

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Quoroom is available for Mid Size Business and offers the following support options: Chat, Knowledge Base, FAQs/Forum, Email/Help Desk.

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Diligent Equity logo

Cloud-based equity management solution

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Diligent Equity is available for Mid Size Business and offers the following support options: Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, Phone Support.

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Edda logo

An all-in-one investment tracking suite built for VCs

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Edda is available for Mid Size Business and offers the following support options: Chat, Email/Help Desk, Knowledge Base.

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Shareworks  logo

Equity management software

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Shareworks is available for Mid Size Business and offers the following support options: FAQs/Forum, Email/Help Desk, 24/7 (Live rep), Knowledge Base, Chat.

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Xumane Equity logo

ESOP & Cap Table Management Solution

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Xumane Equity is available for Mid Size Business and offers the following support options: Phone Support, Chat.

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EquityList logo

Equity management for businesses

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EquityList is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

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Allvue logo

Investment management software for private equity firms

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Allvue is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

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Upstock logo

RSU management software.

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Upstock is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum.

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EquatePlus logo

Cloud-based equity management solution for employees.

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EquatePlus is available for Mid Size Business and offers the following support options: Email/Help Desk.

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Maestro logo

A single source of truth for value creation.

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Maestro is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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TheBizPlanner logo

End-to-end productivity software for Business Planning

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TheBizPlanner is available for Mid Size Business and offers the following support options: Chat, Email/Help Desk, FAQs/Forum, Knowledge Base.

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QUODD logo

Financial market data solution for fintech businesses

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QUODD is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

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Sage 300 People logo

HR and payroll solution

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Sage 300 People is available for Mid Size Business and offers the following support options: Knowledge Base, Chat, Email/Help Desk.

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Incentrium logo

Cloud-based tool for handling equity management incentives

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Incentrium is available for Mid Size Business and offers the following support options: Email/Help Desk, Knowledge Base, Phone Support.

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Sharetrack logo

Equity management solution

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Sharetrack is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support.

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FolioSure logo

Cloud-based portfolio monitoring & equity management tool

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FolioSure is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

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TradeSmart logo

SaaS order execution management system (OEMS) software

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TradeSmart is available for Mid Size Business and offers the following support options: Email/Help Desk, Phone Support.

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Gain.pro logo

Find, understand and track companies that matter to you

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Gain.pro is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Chat.

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InstaVal  logo

Data-Driven Investment Platform

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InstaVal is available for Mid Size Business and offers the following support options: Chat, FAQs/Forum.

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EQS IR COCKPIT logo

Investor relations platform

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EQS IR COCKPIT is available for Mid Size Business.

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Nth Round logo

Investor relations solution

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Nth Round is available for Mid Size Business and offers the following support options: Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat.

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