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Best Enterprise Equity Management Software

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Equity Management category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Equity Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Equity Management category.

In addition to qualifying for inclusion in the Equity Management Software category, to qualify for inclusion in the Enterprise Business Equity Management Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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7 Listings in Enterprise Equity Management Software Available

(288)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Equity Management software
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports o

    Users
    No information available
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 47% Mid-Market
    • 26% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Qapita Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Customer Support
    29
    Team Helpfulness
    24
    Equity Management
    22
    ESOP Management
    19
    Cons
    Technical Issues
    10
    Limited Customization
    7
    Workflow Inefficiencies
    7
    Lack of Mobile Accessibility
    6
    Poor Customer Support
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Qapita features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Reporting
    Average: 8.6
    8.8
    Equity Governance
    Average: 8.2
    8.8
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Qapita
    Company Website
    Year Founded
    2019
    HQ Location
    Singapore, Singapore
    Twitter
    @qapita
    283 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    472 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports o

Users
No information available
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 47% Mid-Market
  • 26% Enterprise
Qapita Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Customer Support
29
Team Helpfulness
24
Equity Management
22
ESOP Management
19
Cons
Technical Issues
10
Limited Customization
7
Workflow Inefficiencies
7
Lack of Mobile Accessibility
6
Poor Customer Support
6
Qapita features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.7
Reporting
Average: 8.6
8.8
Equity Governance
Average: 8.2
8.8
Dashboard
Average: 9.1
Seller Details
Seller
Qapita
Company Website
Year Founded
2019
HQ Location
Singapore, Singapore
Twitter
@qapita
283 Twitter followers
LinkedIn® Page
www.linkedin.com
472 employees on LinkedIn®
(57)4.7 out of 5
Optimized for quick response
11th Easiest To Use in Equity Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform cat

    Users
    No information available
    Industries
    • Financial Services
    • Mining & Metals
    Market Segment
    • 60% Enterprise
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ShareForce Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    9
    Implementation Ease
    6
    Reporting Efficiency
    6
    Team Helpfulness
    6
    Ease of Use
    5
    Cons
    Complex Reporting
    2
    Lack of Instructions
    2
    Limited Customization
    1
    Poor Customer Support
    1
    Slow Performance
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ShareForce features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Reporting
    Average: 8.6
    8.8
    Equity Governance
    Average: 8.2
    8.9
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    London, England
    LinkedIn® Page
    www.linkedin.com
    55 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform cat

Users
No information available
Industries
  • Financial Services
  • Mining & Metals
Market Segment
  • 60% Enterprise
  • 33% Mid-Market
ShareForce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
9
Implementation Ease
6
Reporting Efficiency
6
Team Helpfulness
6
Ease of Use
5
Cons
Complex Reporting
2
Lack of Instructions
2
Limited Customization
1
Poor Customer Support
1
Slow Performance
1
ShareForce features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
8.9
Reporting
Average: 8.6
8.8
Equity Governance
Average: 8.2
8.9
Dashboard
Average: 9.1
Seller Details
Company Website
Year Founded
2015
HQ Location
London, England
LinkedIn® Page
www.linkedin.com
55 employees on LinkedIn®

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(57)4.9 out of 5
1st Easiest To Use in Equity Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Optio Incentives is a leading equity management platform that makes stock plan administration simple and efficient. Our powerful platform and expert support help companies seamlessly manage their equi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 49% Mid-Market
    • 30% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Optio Incentives Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    21
    Team Helpfulness
    17
    Equity Management
    13
    Ease of Use
    12
    User Interface
    10
    Cons
    Manual Operations
    3
    Complex Reporting
    2
    Lack of Instructions
    2
    Limited Features
    2
    Access Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Optio Incentives features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Reporting
    Average: 8.6
    8.9
    Equity Governance
    Average: 8.2
    9.2
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2018
    HQ Location
    Oslo, NO
    LinkedIn® Page
    www.linkedin.com
    96 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Optio Incentives is a leading equity management platform that makes stock plan administration simple and efficient. Our powerful platform and expert support help companies seamlessly manage their equi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 49% Mid-Market
  • 30% Enterprise
Optio Incentives Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
21
Team Helpfulness
17
Equity Management
13
Ease of Use
12
User Interface
10
Cons
Manual Operations
3
Complex Reporting
2
Lack of Instructions
2
Limited Features
2
Access Limitations
1
Optio Incentives features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.1
Reporting
Average: 8.6
8.9
Equity Governance
Average: 8.2
9.2
Dashboard
Average: 9.1
Seller Details
Company Website
Year Founded
2018
HQ Location
Oslo, NO
LinkedIn® Page
www.linkedin.com
96 employees on LinkedIn®
(116)4.4 out of 5
14th Easiest To Use in Equity Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

    Users
    • Controller
    Industries
    • Biotechnology
    • Banking
    Market Segment
    • 53% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certent Equity Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Customer Support
    9
    Reporting
    6
    Reporting Efficiency
    6
    Equity Management
    3
    Cons
    UX Improvement
    3
    Difficult Implementation
    2
    Improvement Needed
    2
    Limited Customization
    2
    Workflow Inefficiencies
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certent Equity Management features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Reporting
    Average: 8.6
    8.4
    Equity Governance
    Average: 8.2
    8.4
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    806 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,258 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

Users
  • Controller
Industries
  • Biotechnology
  • Banking
Market Segment
  • 53% Mid-Market
  • 36% Enterprise
Certent Equity Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Customer Support
9
Reporting
6
Reporting Efficiency
6
Equity Management
3
Cons
UX Improvement
3
Difficult Implementation
2
Improvement Needed
2
Limited Customization
2
Workflow Inefficiencies
2
Certent Equity Management features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Reporting
Average: 8.6
8.4
Equity Governance
Average: 8.2
8.4
Dashboard
Average: 9.1
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
806 Twitter followers
LinkedIn® Page
www.linkedin.com
2,258 employees on LinkedIn®
(220)4.4 out of 5
Optimized for quick response
7th Easiest To Use in Equity Management software
View top Consulting Services for Carta
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Carta is the all-in-one equity management platform powering the future of private capital. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities. Cart

    Users
    • CEO
    • CFO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 47% Mid-Market
    • 46% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Carta Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Equity Management
    23
    User Interface
    15
    Cap Table Management
    10
    Simple
    10
    Cons
    Expensive
    10
    Onboarding Issues
    8
    Complex Reporting
    7
    UX Improvement
    6
    Poor Customer Support
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Carta features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Reporting
    Average: 8.6
    8.7
    Equity Governance
    Average: 8.2
    8.7
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Carta
    Company Website
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @cartainc
    28,659 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,032 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Carta is the all-in-one equity management platform powering the future of private capital. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities. Cart

Users
  • CEO
  • CFO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 47% Mid-Market
  • 46% Small-Business
Carta Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Equity Management
23
User Interface
15
Cap Table Management
10
Simple
10
Cons
Expensive
10
Onboarding Issues
8
Complex Reporting
7
UX Improvement
6
Poor Customer Support
5
Carta features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.2
8.2
Reporting
Average: 8.6
8.7
Equity Governance
Average: 8.2
8.7
Dashboard
Average: 9.1
Seller Details
Seller
Carta
Company Website
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@cartainc
28,659 Twitter followers
LinkedIn® Page
www.linkedin.com
2,032 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Shareworks by Morgan Stanley Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Equity Management
    1
    Cons
    UX Improvement
    2
    Lack of Mobile Accessibility
    1
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Reporting
    Average: 8.6
    8.5
    Equity Governance
    Average: 8.2
    8.3
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1935
    HQ Location
    New York, New York, United States
    Twitter
    @MorganStanley
    730,483 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    95,264 employees on LinkedIn®
    Ownership
    NYSE: MS
Product Description
How are these determined?Information
This description is provided by the seller.

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

Users
No information available
Industries
  • Computer Software
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
Shareworks by Morgan Stanley Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Equity Management
1
Cons
UX Improvement
2
Lack of Mobile Accessibility
1
Poor Customer Support
1
Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Reporting
Average: 8.6
8.5
Equity Governance
Average: 8.2
8.3
Dashboard
Average: 9.1
Seller Details
Year Founded
1935
HQ Location
New York, New York, United States
Twitter
@MorganStanley
730,483 Twitter followers
LinkedIn® Page
www.linkedin.com
95,264 employees on LinkedIn®
Ownership
NYSE: MS
(65)5.0 out of 5
3rd Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:₹30,000.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error

    Users
    No information available
    Industries
    • Computer Software
    • Human Resources
    Market Segment
    • 45% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Xumane Equity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    ESOP Management
    6
    Dashboard Visualization
    5
    Compliance Automation
    4
    Cap Table Management
    3
    Comprehensive Access
    3
    Cons
    Technical Issues
    2
    Limited Features
    1
    UX Improvement
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Xumane Equity features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.9
    Reporting
    Average: 8.6
    9.9
    Equity Governance
    Average: 8.2
    9.9
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vega HR
    Year Founded
    2019
    HQ Location
    Dover, Delaware
    Twitter
    @VegaHR4
    169 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error

Users
No information available
Industries
  • Computer Software
  • Human Resources
Market Segment
  • 45% Mid-Market
  • 34% Small-Business
Xumane Equity Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
ESOP Management
6
Dashboard Visualization
5
Compliance Automation
4
Cap Table Management
3
Comprehensive Access
3
Cons
Technical Issues
2
Limited Features
1
UX Improvement
1
Xumane Equity features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.9
Reporting
Average: 8.6
9.9
Equity Governance
Average: 8.2
9.9
Dashboard
Average: 9.1
Seller Details
Seller
Vega HR
Year Founded
2019
HQ Location
Dover, Delaware
Twitter
@VegaHR4
169 Twitter followers
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®