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Top Free Equity Management Software

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.
21 Equity Management Products Available
(288)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Equity Management software
Save to My Lists
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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Logistics and Supply Chain
    AL
    The interface is smooth and user-friendly! Implementation is usually error-free and hence good experience overall. Read review
    Verified User in Financial Services
    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
  • 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 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
Verified User in Logistics and Supply Chain
AL
The interface is smooth and user-friendly! Implementation is usually error-free and hence good experience overall. Read review
Verified User in Financial Services
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
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®
(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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Nelson N.
    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
    Benjamin A.
    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
  • 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 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
Nelson N.
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
Benjamin A.
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
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®

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(117)4.7 out of 5
10th 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.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Rajesh R.
    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
    Akanksha G.
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    New Delhi, Delhi
    Twitter
    @EquityListHQ
    920 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Rajesh R.
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
Akanksha G.
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
Seller Details
Year Founded
2020
HQ Location
New Delhi, Delhi
Twitter
@EquityListHQ
920 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
(115)4.8 out of 5
2nd 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.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Patricia D.
    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
    🐾 Paloma N.
    🐾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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2018
    HQ Location
    Venice, CA
    Twitter
    @CakeEquity
    845 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    188 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Patricia D.
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
🐾 Paloma N.
🐾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
Seller Details
Company Website
Year Founded
2018
HQ Location
Venice, CA
Twitter
@CakeEquity
845 Twitter followers
LinkedIn® Page
www.linkedin.com
188 employees on LinkedIn®
(78)4.9 out of 5
4th Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Connor L.
    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
    Madeleine D.
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Eqvista
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    Twitter
    @eqvista
    384 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    49 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Connor L.
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
Madeleine D.
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
Seller Details
Seller
Eqvista
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@eqvista
384 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
(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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Human Resources
    UH
    Grant ESOPs in seconds, 100% paperless management & error-free reconciliation. Top notch customer support. Read review
    Verified User in Human Resources
    UH
    Best ESOP & Cap Table Platform One-stop solution to enable digital Equity, easy of use, handles the complexity of ESOP management. Read review
  • 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 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
Verified User in Human Resources
UH
Grant ESOPs in seconds, 100% paperless management & error-free reconciliation. Top notch customer support. Read review
Verified User in Human Resources
UH
Best ESOP & Cap Table Platform One-stop solution to enable digital Equity, easy of use, handles the complexity of ESOP management. Read review
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®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Alexandre G.
    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
    Verified User in Financial Services
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ledgy
    Year Founded
    2017
    HQ Location
    Zurich, Zurich
    Twitter
    @Ledgy
    667 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    57 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Alexandre G.
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
Verified User in Financial Services
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
Seller Details
Seller
Ledgy
Year Founded
2017
HQ Location
Zurich, Zurich
Twitter
@Ledgy
667 Twitter followers
LinkedIn® Page
www.linkedin.com
57 employees on LinkedIn®
(50)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$1,200.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Bolor N.
    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
    Caleb M.
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Equiniti
    Company Website
    Year Founded
    1988
    HQ Location
    New York, USA
    LinkedIn® Page
    www.linkedin.com
    5,571 employees on LinkedIn®
    Ownership
    LSE:EQN
Product Description
How are these determined?Information
This description is provided by the seller.

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
Bolor N.
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
Caleb M.
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
Seller Details
Seller
Equiniti
Company Website
Year Founded
1988
HQ Location
New York, USA
LinkedIn® Page
www.linkedin.com
5,571 employees on LinkedIn®
Ownership
LSE:EQN
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • ANSHUL G.
    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
    Utsav A.
    UA
    Intuitive UX. Swift customer success team. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Bangalore, IN
    LinkedIn® Page
    www.linkedin.com
    113 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
ANSHUL G.
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
Utsav A.
UA
Intuitive UX. Swift customer success team. Read review
Seller Details
Year Founded
2013
HQ Location
Bangalore, IN
LinkedIn® Page
www.linkedin.com
113 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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Andrew S.
    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
    Joseph N.
    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
  • 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 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
Andrew S.
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
Joseph N.
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
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
(30)4.8 out of 5
13th Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Seth R.
    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
    Otto H.
    OH
    I've been running our company legal and Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fidelity
    Company Website
    Year Founded
    1946
    HQ Location
    Boston, US
    Twitter
    @Fidelity
    393,808 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    83,967 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Seth R.
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
Otto H.
OH
I've been running our company legal and Read review
Seller Details
Seller
Fidelity
Company Website
Year Founded
1946
HQ Location
Boston, US
Twitter
@Fidelity
393,808 Twitter followers
LinkedIn® Page
www.linkedin.com
83,967 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Roland L.
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Mantle
    Year Founded
    2022
    HQ Location
    Toronto, ON, Canada
    Twitter
    @withmantle
    758 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Roland L.
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
Seller Details
Seller
Mantle
Year Founded
2022
HQ Location
Toronto, ON, Canada
Twitter
@withmantle
758 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • VEKHANDE V.
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    altshare
    Year Founded
    2006
    HQ Location
    Ramat Hajayal, IL
    Twitter
    @Altshare1
    778 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    116 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
VEKHANDE V.
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
Seller Details
Seller
altshare
Year Founded
2006
HQ Location
Ramat Hajayal, IL
Twitter
@Altshare1
778 Twitter followers
LinkedIn® Page
www.linkedin.com
116 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    Expand/Collapse 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
    Expand/Collapse What G2 Users Think
  • Verified User in Information Technology and Services
    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
    Alex B.
    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
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Capboard
    Year Founded
    2022
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Verified User in Information Technology and Services
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
Alex B.
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
Seller Details
Seller
Capboard
Year Founded
2022
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
(3,293)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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?Information
    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
    Expand/Collapse User Satisfaction
  • Remote features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Reporting
    Average: 8.6
    0.0
    No information available
    10.0
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Remote
    Company Website
    Year Founded
    2019
    HQ Location
    San Francisco, CA
    Twitter
    @remote
    34,575 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,090 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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?Information
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?
Average: 9.2
8.3
Reporting
Average: 8.6
0.0
No information available
10.0
Dashboard
Average: 9.1
Seller Details
Seller
Remote
Company Website
Year Founded
2019
HQ Location
San Francisco, CA
Twitter
@remote
34,575 Twitter followers
LinkedIn® Page
www.linkedin.com
11,090 employees on LinkedIn®