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Best Equity Management Software for Medium-Sized Businesses

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, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized 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 Medium-Sized Business Equity Management category.

In addition to qualifying for inclusion in the Equity Management Software category, to qualify for inclusion in the Medium-Sized Business Equity Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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Featured Equity Management Software At A Glance

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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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14 Listings in Equity Management Available
(149)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, ranked #1 Equity Management Platform on G2 combines comprehensive equity managementcombines comprehensive equity management with expert valuation services provided by our in-house NACVA-certi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 49% Small-Business
    • 47% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Eqvista 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
    Cap Table Management
    38
    Equity Management
    35
    Features
    28
    Real-time Updates
    20
    Ease of Use
    19
    Cons
    Complex Reporting
    23
    Limited Customization
    15
    Difficult Setup
    11
    Lack of Mobile Accessibility
    11
    UX Improvement
    8
  • 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
    9.7
    Reporting
    Average: 8.6
    9.5
    Equity Governance
    Average: 8.3
    9.7
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Eqvista
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    Twitter
    @eqvista
    378 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    53 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Eqvista, ranked #1 Equity Management Platform on G2 combines comprehensive equity managementcombines comprehensive equity management with expert valuation services provided by our in-house NACVA-certi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 49% Small-Business
  • 47% Mid-Market
Eqvista 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
Cap Table Management
38
Equity Management
35
Features
28
Real-time Updates
20
Ease of Use
19
Cons
Complex Reporting
23
Limited Customization
15
Difficult Setup
11
Lack of Mobile Accessibility
11
UX Improvement
8
Eqvista features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
9.7
Reporting
Average: 8.6
9.5
Equity Governance
Average: 8.3
9.7
Dashboard
Average: 9.1
Seller Details
Seller
Eqvista
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@eqvista
378 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
(290)4.6 out of 5
Optimized for quick response
5th 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
  • 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
    42
    Customer Support
    35
    Equity Management
    27
    Team Helpfulness
    26
    ESOP Management
    24
    Cons
    Technical Issues
    10
    Limited Customization
    9
    Poor Customer Support
    7
    Workflow Inefficiencies
    7
    Complex Reporting
    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
    8.8
    Reporting
    Average: 8.6
    8.8
    Equity Governance
    Average: 8.3
    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
    291 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    495 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
42
Customer Support
35
Equity Management
27
Team Helpfulness
26
ESOP Management
24
Cons
Technical Issues
10
Limited Customization
9
Poor Customer Support
7
Workflow Inefficiencies
7
Complex Reporting
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
8.8
Reporting
Average: 8.6
8.8
Equity Governance
Average: 8.3
8.8
Dashboard
Average: 9.1
Seller Details
Seller
Qapita
Company Website
Year Founded
2019
HQ Location
Singapore, Singapore
Twitter
@qapita
291 Twitter followers
LinkedIn® Page
www.linkedin.com
495 employees on LinkedIn®
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(223)4.4 out of 5
Optimized for quick response
7th Easiest To Use in Equity Management software
View top Consulting Services for Carta
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.

    Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines e

    Users
    • CEO
    • CFO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 48% 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
    26
    Equity Management
    24
    User Interface
    16
    Cap Table Management
    11
    Simple
    11
    Cons
    Expensive
    10
    Onboarding Issues
    8
    Complex Reporting
    7
    Poor Customer Support
    6
    UX Improvement
    6
  • 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: 8.3
    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
    28,721 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 ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines e

Users
  • CEO
  • CFO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 48% 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
26
Equity Management
24
User Interface
16
Cap Table Management
11
Simple
11
Cons
Expensive
10
Onboarding Issues
8
Complex Reporting
7
Poor Customer Support
6
UX Improvement
6
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: 8.3
8.7
Dashboard
Average: 9.1
Seller Details
Seller
Carta
Company Website
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@cartainc
28,721 Twitter followers
LinkedIn® Page
www.linkedin.com
2,032 employees on LinkedIn®
(139)4.8 out of 5
Optimized for quick response
6th 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.

    Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day a

    Users
    • CEO
    • Co-Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 86% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • J.P.Morgan Workplace Solutions 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
    19
    Ease of Use
    18
    Cap Table Management
    17
    Features
    14
    Onboarding
    12
    Cons
    Limited Features
    4
    Onboarding Issues
    3
    Manual Operations
    1
    Technical Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • J.P.Morgan Workplace Solutions features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Reporting
    Average: 8.6
    9.2
    Equity Governance
    Average: 8.3
    9.4
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    New York, NY
    Twitter
    @jpmorgan
    822,526 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    218,209 employees on LinkedIn®
    Ownership
    NYSE:JPM
Product Description
How are these determined?Information
This description is provided by the seller.

Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day a

Users
  • CEO
  • Co-Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 86% Small-Business
  • 10% Mid-Market
J.P.Morgan Workplace Solutions 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
19
Ease of Use
18
Cap Table Management
17
Features
14
Onboarding
12
Cons
Limited Features
4
Onboarding Issues
3
Manual Operations
1
Technical Issues
1
J.P.Morgan Workplace Solutions features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.3
Reporting
Average: 8.6
9.2
Equity Governance
Average: 8.3
9.4
Dashboard
Average: 9.1
Seller Details
Company Website
HQ Location
New York, NY
Twitter
@jpmorgan
822,526 Twitter followers
LinkedIn® Page
www.linkedin.com
218,209 employees on LinkedIn®
Ownership
NYSE:JPM
(24)4.7 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.

    Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 46% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OptionTrax By Empower 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
    2
    Ease of Use
    2
    User Interface
    1
    Cons
    Complex Reporting
    1
    Lack of Instructions
    1
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OptionTrax By Empower features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Reporting
    Average: 8.6
    9.2
    Equity Governance
    Average: 8.3
    8.9
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Empower
    Year Founded
    2014
    HQ Location
    Greenwood Village, US
    LinkedIn® Page
    www.linkedin.com
    13,087 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

Users
No information available
Industries
No information available
Market Segment
  • 46% Mid-Market
  • 29% Small-Business
OptionTrax By Empower 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
2
Ease of Use
2
User Interface
1
Cons
Complex Reporting
1
Lack of Instructions
1
Poor Customer Support
1
OptionTrax By Empower features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.1
Reporting
Average: 8.6
9.2
Equity Governance
Average: 8.3
8.9
Dashboard
Average: 9.1
Seller Details
Seller
Empower
Year Founded
2014
HQ Location
Greenwood Village, US
LinkedIn® Page
www.linkedin.com
13,087 employees on LinkedIn®
(117)4.4 out of 5
13th 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
    8.7
    Reporting
    Average: 8.6
    8.4
    Equity Governance
    Average: 8.3
    8.5
    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
    2,267 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
8.7
Reporting
Average: 8.6
8.4
Equity Governance
Average: 8.3
8.5
Dashboard
Average: 9.1
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
806 Twitter followers
LinkedIn® Page
www.linkedin.com
2,267 employees on LinkedIn®
(63)4.7 out of 5
15th 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.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ledgy 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
    12
    Ease of Use
    10
    User Interface
    9
    Equity Management
    7
    Integration Process
    5
    Cons
    Technical Issues
    4
    Complex Reporting
    3
    Poor Customer Support
    2
    Complex ESOP Management
    1
    Difficult Setup
    1
  • 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: 8.3
    8.7
    Dashboard
    Average: 9.1
  • 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
    74 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 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
12
Ease of Use
10
User Interface
9
Equity Management
7
Integration Process
5
Cons
Technical Issues
4
Complex Reporting
3
Poor Customer Support
2
Complex ESOP Management
1
Difficult Setup
1
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: 8.3
8.7
Dashboard
Average: 9.1
Seller Details
Seller
Ledgy
Year Founded
2017
HQ Location
Zurich, Zurich
Twitter
@Ledgy
667 Twitter followers
LinkedIn® Page
www.linkedin.com
74 employees on LinkedIn®
(59)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
    • 51% Mid-Market
    • 29% 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
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Reporting
    Average: 8.6
    8.9
    Equity Governance
    Average: 8.3
    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
    122 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
  • 51% Mid-Market
  • 29% 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
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.1
Reporting
Average: 8.6
8.9
Equity Governance
Average: 8.3
9.2
Dashboard
Average: 9.1
Seller Details
Company Website
Year Founded
2018
HQ Location
Oslo, NO
LinkedIn® Page
www.linkedin.com
122 employees on LinkedIn®
(120)4.8 out of 5
2nd 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.

    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
    • 73% Small-Business
    • 13% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cake 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
    Ease of Use
    43
    Customer Support
    36
    User Interface
    29
    Equity Management
    21
    Features
    18
    Cons
    UX Improvement
    7
    Limited Features
    5
    Poor Customer Support
    5
    Difficult Setup
    4
    Lack of Instructions
    4
  • 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: 8.3
    9.1
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2018
    HQ Location
    Venice, CA
    Twitter
    @CakeEquity
    841 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
  • 73% Small-Business
  • 13% Mid-Market
Cake 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
Ease of Use
43
Customer Support
36
User Interface
29
Equity Management
21
Features
18
Cons
UX Improvement
7
Limited Features
5
Poor Customer Support
5
Difficult Setup
4
Lack of Instructions
4
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: 8.3
9.1
Dashboard
Average: 9.1
Seller Details
Company Website
Year Founded
2018
HQ Location
Venice, CA
Twitter
@CakeEquity
841 Twitter followers
LinkedIn® Page
www.linkedin.com
188 employees on LinkedIn®
(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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EquityList 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
    15
    Customer Support
    9
    Equity Management
    8
    Features
    8
    User Interface
    7
    Cons
    UX Improvement
    3
    Limited Features
    2
    Difficult Setup
    1
    Expensive
    1
    Technical Issues
    1
  • 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: 8.3
    9.3
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    New Delhi, Delhi
    Twitter
    @EquityListHQ
    924 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 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 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
15
Customer Support
9
Equity Management
8
Features
8
User Interface
7
Cons
UX Improvement
3
Limited Features
2
Difficult Setup
1
Expensive
1
Technical Issues
1
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: 8.3
9.3
Dashboard
Average: 9.1
Seller Details
Year Founded
2020
HQ Location
New Delhi, Delhi
Twitter
@EquityListHQ
924 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
(59)4.8 out of 5
Optimized for quick response
11th 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.

    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
    • 58% Enterprise
    • 36% 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
    9.0
    Reporting
    Average: 8.6
    8.8
    Equity Governance
    Average: 8.3
    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
    65 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
  • 58% Enterprise
  • 36% 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
9.0
Reporting
Average: 8.6
8.8
Equity Governance
Average: 8.3
8.9
Dashboard
Average: 9.1
Seller Details
Company Website
Year Founded
2015
HQ Location
London, England
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
  • 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: 8.3
    8.8
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Bangalore, IN
    LinkedIn® Page
    www.linkedin.com
    114 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: 8.3
8.8
Dashboard
Average: 9.1
Seller Details
Year Founded
2013
HQ Location
Bangalore, IN
LinkedIn® Page
www.linkedin.com
114 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
  • 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: 8.3
    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
    168 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: 8.3
9.9
Dashboard
Average: 9.1
Seller Details
Seller
Vega HR
Year Founded
2019
HQ Location
Dover, Delaware
Twitter
@VegaHR4
168 Twitter followers
LinkedIn® Page
www.linkedin.com
22 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: 8.3
    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
    735,730 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: 8.3
8.3
Dashboard
Average: 9.1
Seller Details
Year Founded
1935
HQ Location
New York, New York, United States
Twitter
@MorganStanley
735,730 Twitter followers
LinkedIn® Page
www.linkedin.com
95,264 employees on LinkedIn®
Ownership
NYSE: MS