Check out our list of free Equity Management Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.
If you'd like to see more products and to evaluate additional feature options, compare all Equity Management Software to ensure you get the right product.
View Free Equity Management Software
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.
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
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
What G2 Users Think
AL
The interface is smooth and user-friendly! Implementation is usually error-free and hence good experience overall. Read review
AF
What stands out most about the Qapita team is their cooperative approach. They have a strong grasp of client requirements, are highly approachable,... Read review
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 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
AL
The interface is smooth and user-friendly! Implementation is usually error-free and hence good experience overall. Read review
AF
What stands out most about the Qapita team is their cooperative approach. They have a strong grasp of client requirements, are highly approachable,... Read review
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
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
What G2 Users Think
NN
The free starting package contains all you need to launch a new startup and it is totally free! Support is good, the webinars Read review
BA
It makes it very easy to have visibility of your shares and the price they are going for in the private market. Logging in is very easy and overall... Read review
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 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
NN
The free starting package contains all you need to launch a new startup and it is totally free! Support is good, the webinars Read review
BA
It makes it very easy to have visibility of your shares and the price they are going for in the private market. Logging in is very easy and overall... Read review
EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership.
Cap table managemen
Users
No information available
Industries
Financial Services
Information Technology and Services
Market Segment
52% Small-Business
43% Mid-Market
User Satisfaction
EquityList features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.8
Reporting
Average: 8.6
8.7
Equity Governance
Average: 8.2
9.3
Dashboard
Average: 9.1
What G2 Users Think
RR
Tool is exceptionally user-friendly and intuitive, making it easy for employees to manage their stock options and participate in the company's... Read review
AG
We’ve been using Equity list as our employee ESOP management platform, and it has been an incredible experience for us. The platform is really... Read review
EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership.
Cap table managemen
Users
No information available
Industries
Financial Services
Information Technology and Services
Market Segment
52% Small-Business
43% Mid-Market
EquityList features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.8
Reporting
Average: 8.6
8.7
Equity Governance
Average: 8.2
9.3
Dashboard
Average: 9.1
RR
Tool is exceptionally user-friendly and intuitive, making it easy for employees to manage their stock options and participate in the company's... Read review
AG
We’ve been using Equity list as our employee ESOP management platform, and it has been an incredible experience for us. The platform is really... Read review
Cake Equity is the best cap table and equity management software to help startup founders accelerate team motivation through equity ownership. We deliver the essential functionality startup leaders ne
Users
CEO
CFO
Industries
Computer Software
Information Technology and Services
Market Segment
75% Small-Business
13% Mid-Market
User Satisfaction
Cake Equity features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.7
Reporting
Average: 8.6
8.9
Equity Governance
Average: 8.2
9.1
Dashboard
Average: 9.1
What G2 Users Think
PD
Easy to navigate, clear workflows to issue equity. Has all the features we needed, and the white-glove migration was SUPER easy. Read review
🐾N
It’s got what I need at a price that makes sense for an early stage founder. I’m able to scale it with the business, track my cap table, model... Read review
Cake Equity is the best cap table and equity management software to help startup founders accelerate team motivation through equity ownership. We deliver the essential functionality startup leaders ne
Users
CEO
CFO
Industries
Computer Software
Information Technology and Services
Market Segment
75% Small-Business
13% Mid-Market
Cake Equity features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.7
Reporting
Average: 8.6
8.9
Equity Governance
Average: 8.2
9.1
Dashboard
Average: 9.1
PD
Easy to navigate, clear workflows to issue equity. Has all the features we needed, and the white-glove migration was SUPER easy. Read review
🐾N
It’s got what I need at a price that makes sense for an early stage founder. I’m able to scale it with the business, track my cap table, model... Read review
Eqvista combines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technol
Users
No information available
Industries
Computer Software
Retail
Market Segment
50% Mid-Market
42% Small-Business
User Satisfaction
Eqvista features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
9.9
Reporting
Average: 8.6
9.6
Equity Governance
Average: 8.2
9.8
Dashboard
Average: 9.1
What G2 Users Think
CL
The transparency that Eqvista offers throughout my portfolio companies is truly second to none. I used to spend so much time following up with the... Read review
MD
As a person running our internal systems, I wanted an equity platform that was easy to administer without becoming my permanent job. Eqvista has... Read review
Eqvista combines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technol
Users
No information available
Industries
Computer Software
Retail
Market Segment
50% Mid-Market
42% Small-Business
Eqvista features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
9.9
Reporting
Average: 8.6
9.6
Equity Governance
Average: 8.2
9.8
Dashboard
Average: 9.1
CL
The transparency that Eqvista offers throughout my portfolio companies is truly second to none. I used to spend so much time following up with the... Read review
MD
As a person running our internal systems, I wanted an equity platform that was easy to administer without becoming my permanent job. Eqvista has... Read review
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
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
What G2 Users Think
UH
Grant ESOPs in seconds, 100% paperless management & error-free reconciliation. Top notch customer support. Read review
UH
Best ESOP & Cap Table Platform One-stop solution to enable digital Equity, easy of use, handles the complexity of ESOP management. Read review
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 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
UH
Grant ESOPs in seconds, 100% paperless management & error-free reconciliation. Top notch customer support. Read review
UH
Best ESOP & Cap Table Platform One-stop solution to enable digital Equity, easy of use, handles the complexity of ESOP management. Read review
Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further.
Make your time-consuming, manual processes easy by automating key tas
Users
No information available
Industries
Computer Software
Information Technology and Services
Market Segment
54% Mid-Market
43% Small-Business
User Satisfaction
Ledgy features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
8.1
Reporting
Average: 8.6
8.4
Equity Governance
Average: 8.2
8.7
Dashboard
Average: 9.1
What G2 Users Think
AG
Two of the best features for me are the ability to create scenarios for the future and directly and easily see the impact in terms of dilution and... Read review
AF
1. Equity Management - eliminates manual tasks such as spreadsheet record-keeping and the manual issuance of equity grants. This is a massive... Read review
Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further.
Make your time-consuming, manual processes easy by automating key tas
Users
No information available
Industries
Computer Software
Information Technology and Services
Market Segment
54% Mid-Market
43% Small-Business
Ledgy features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
8.1
Reporting
Average: 8.6
8.4
Equity Governance
Average: 8.2
8.7
Dashboard
Average: 9.1
AG
Two of the best features for me are the ability to create scenarios for the future and directly and easily see the impact in terms of dilution and... Read review
AF
1. Equity Management - eliminates manual tasks such as spreadsheet record-keeping and the manual issuance of equity grants. This is a massive... Read review
Astrella is a cloud-based Software as a Service (SaaS) solution designed to help companies efficiently manage their ownership data, including capitalization tables (cap tables) and employee equity pla
Users
No information available
Industries
Computer Software
Information Technology and Services
Market Segment
76% Small-Business
16% Mid-Market
User Satisfaction
Astrella features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.4
Reporting
Average: 8.6
8.8
Equity Governance
Average: 8.2
8.5
Dashboard
Average: 9.1
What G2 Users Think
BN
I like the ease of adding common and preferred shares onto the platform and adding shareholders. I like how each shareholder's information is... Read review
CM
Astrella is very affordable and provides a product that rivals Carta and other big names in the space. We received access to the software and... Read review
Astrella is a cloud-based Software as a Service (SaaS) solution designed to help companies efficiently manage their ownership data, including capitalization tables (cap tables) and employee equity pla
Users
No information available
Industries
Computer Software
Information Technology and Services
Market Segment
76% Small-Business
16% Mid-Market
Astrella features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.4
Reporting
Average: 8.6
8.8
Equity Governance
Average: 8.2
8.5
Dashboard
Average: 9.1
BN
I like the ease of adding common and preferred shares onto the platform and adding shareholders. I like how each shareholder's information is... Read review
CM
Astrella is very affordable and provides a product that rivals Carta and other big names in the space. We received access to the software and... Read review
trica equity is helping companies simplify equity management with their stock options and cap table management products.
trica's customer-centric approach is visible in its startup friendly pricing
Users
CEO
Industries
Financial Services
Computer Software
Market Segment
47% Mid-Market
45% Small-Business
User Satisfaction
trica equity features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.2
8.0
Reporting
Average: 8.6
8.5
Equity Governance
Average: 8.2
8.8
Dashboard
Average: 9.1
What G2 Users Think
AG
The reports available in Trica equity and the summarised graphic presentation of ESOP and captable management provide ease of work and help in... Read review
UA
Intuitive UX. Swift customer success team. Read review
trica equity is helping companies simplify equity management with their stock options and cap table management products.
trica's customer-centric approach is visible in its startup friendly pricing
Users
CEO
Industries
Financial Services
Computer Software
Market Segment
47% Mid-Market
45% Small-Business
trica equity features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.2
8.0
Reporting
Average: 8.6
8.5
Equity Governance
Average: 8.2
8.8
Dashboard
Average: 9.1
AG
The reports available in Trica equity and the summarised graphic presentation of ESOP and captable management provide ease of work and help in... Read review
UA
Intuitive UX. Swift customer success team. Read review
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
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
What G2 Users Think
AS
The Realtime access to Cap table information and ability to make changes on demand. 409A valuation and Stock Comp Expense are great features that... Read review
JN
CapShare gives you the power to quickly spot holders of shares and stock with just a click. You are also able to view the details of the holders... Read review
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 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
AS
The Realtime access to Cap table information and ability to make changes on demand. 409A valuation and Stock Comp Expense are great features that... Read review
JN
CapShare gives you the power to quickly spot holders of shares and stock with just a click. You are also able to view the details of the holders... Read review
Fidelity Private Shares is offering the next generation of equity management.
We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management
Users
No information available
Industries
Computer Software
Market Segment
80% Small-Business
13% Mid-Market
User Satisfaction
Fidelity Private Shares features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
8.8
Reporting
Average: 8.6
9.3
Equity Governance
Average: 8.2
8.8
Dashboard
Average: 9.1
What G2 Users Think
SR
I had bids from both Carta and Shoobx and I was extremely tempted by Carta at first. They offered me several incentives, and they have a bigger... Read review
OH
I've been running our company legal and Read review
Fidelity Private Shares is offering the next generation of equity management.
We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management
Users
No information available
Industries
Computer Software
Market Segment
80% Small-Business
13% Mid-Market
Fidelity Private Shares features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
8.8
Reporting
Average: 8.6
9.3
Equity Governance
Average: 8.2
8.8
Dashboard
Average: 9.1
SR
I had bids from both Carta and Shoobx and I was extremely tempted by Carta at first. They offered me several incentives, and they have a bigger... Read review
OH
I've been running our company legal and Read review
Mantle is an equity management platform built for modern founders and operators, powered by AI.
- Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue
Users
No information available
Industries
No information available
Market Segment
89% Small-Business
11% Mid-Market
User Satisfaction
Mantle features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Reporting
Average: 8.6
8.5
Equity Governance
Average: 8.2
9.4
Dashboard
Average: 9.1
What G2 Users Think
RL
Mantle's customer service truly stands out—they are responsive and go the extra mile to help. What ultimately convinced me to switch from Carta to... Read review
Mantle is an equity management platform built for modern founders and operators, powered by AI.
- Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue
Users
No information available
Industries
No information available
Market Segment
89% Small-Business
11% Mid-Market
Mantle features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Reporting
Average: 8.6
8.5
Equity Governance
Average: 8.2
9.4
Dashboard
Average: 9.1
RL
Mantle's customer service truly stands out—they are responsive and go the extra mile to help. What ultimately convinced me to switch from Carta to... Read review
A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone.
We've been growing since 2006, establishing ourselves
Users
No information available
Industries
No information available
Market Segment
100% Small-Business
User Satisfaction
altshare features and usability ratings that predict user satisfaction
0.0
No information available
9.2
Reporting
Average: 8.6
8.3
Equity Governance
Average: 8.2
8.3
Dashboard
Average: 9.1
What G2 Users Think
VV
Provides a one stop solution for equity management; the UI is quite attractive with a hassle-free experience with excellent analytical tools and... Read review
A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone.
We've been growing since 2006, establishing ourselves
Users
No information available
Industries
No information available
Market Segment
100% Small-Business
altshare features and usability ratings that predict user satisfaction
0.0
No information available
9.2
Reporting
Average: 8.6
8.3
Equity Governance
Average: 8.2
8.3
Dashboard
Average: 9.1
VV
Provides a one stop solution for equity management; the UI is quite attractive with a hassle-free experience with excellent analytical tools and... Read review
Capboard: Simplify Equity Management for Startups
Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. Wit
Users
No information available
Industries
No information available
Market Segment
100% Small-Business
User Satisfaction
Capboard features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.2
8.3
Reporting
Average: 8.6
9.2
Equity Governance
Average: 8.2
10.0
Dashboard
Average: 9.1
What G2 Users Think
AI
It's wasy to use, great UI, the ability to keep track of all the documents related to each round is simply awesome.
It really carved a ton of time... Read review
AB
Capboard is a great tool to manage equity, from captable to ESOPs. Very easy to implement, very easy to use. Outsanding customer support, I use it... Read review
Capboard: Simplify Equity Management for Startups
Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. Wit
Users
No information available
Industries
No information available
Market Segment
100% Small-Business
Capboard features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.2
8.3
Reporting
Average: 8.6
9.2
Equity Governance
Average: 8.2
10.0
Dashboard
Average: 9.1
AI
It's wasy to use, great UI, the ability to keep track of all the documents related to each round is simply awesome.
It really carved a ton of time... Read review
AB
Capboard is a great tool to manage equity, from captable to ESOPs. Very easy to implement, very easy to use. Outsanding customer support, I use it... Read review
Remote is the all-in-one HR and payroll platform to find, hire, manage, and pay your entire team everywhere.
Whether onboarding your first cross-border hire or scaling across continents, Remote de
Users
Software Engineer
Senior Software Engineer
Industries
Computer Software
Information Technology and Services
Market Segment
44% Small-Business
43% Mid-Market
User Sentiment
How are these determined?
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
Remote is a platform that assists with payroll, taxes, and HR tasks, enabling companies to employ people globally and individuals to work for companies based overseas.
Reviewers like the user-friendly interface, the ease of document submission and tracking, the consolidation of financial information in one place, and the prompt customer support.
Reviewers noted issues with delayed payslips, lack of certain employee data points in the app, difficulties with onboarding insurance, and a desire for more direct contact options for support.
User Satisfaction
Remote features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Remote is the all-in-one HR and payroll platform to find, hire, manage, and pay your entire team everywhere.
Whether onboarding your first cross-border hire or scaling across continents, Remote de
Users
Software Engineer
Senior Software Engineer
Industries
Computer Software
Information Technology and Services
Market Segment
44% Small-Business
43% Mid-Market
User Sentiment
How are these determined?
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
Remote is a platform that assists with payroll, taxes, and HR tasks, enabling companies to employ people globally and individuals to work for companies based overseas.
Reviewers like the user-friendly interface, the ease of document submission and tracking, the consolidation of financial information in one place, and the prompt customer support.
Reviewers noted issues with delayed payslips, lack of certain employee data points in the app, difficulties with onboarding insurance, and a desire for more direct contact options for support.
Remote features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.