# Best Equity Management Software for Small Business - Page 2

## How Many Equity Management Software Products Does G2 Track?

**Total Products under this Category:** 84

### Category Stats (Aug 2026)

- **Average Rating:** 4.54/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Pulley (+0.06%) - Among all products in this category, Pulley recorded the largest rating increase compared to last month

_Last updated: August 06, 2026_

## How Does G2 Rank Equity Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 6,700+ Authentic Reviews
- 84+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Equity Management Software
 ![G2 Grid® for Equity Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/equity-management/grids.png?focus%5B%5D=148110&focus%5B%5D=134444&focus%5B%5D=16024&focus%5B%5D=133633&focus%5B%5D=147088&focus%5B%5D=95044&focus%5B%5D=141703&focus%5B%5D=39205)

Highlighted products: J.P.Morgan Workplace Solutions, Cake Equity, Carta Equity Suite, Qapita, Pulley, Eqvista, Fidelity Private Shares, and Vestd.

Underlying data: [Grid® JSON](https://www.g2.com/categories/equity-management/grids.json?focus%5B%5D=j-p-morgan-workplace-solutions&focus%5B%5D=cake-equity&focus%5B%5D=carta-equity-suite&focus%5B%5D=qapita&focus%5B%5D=pulley-pulley&focus%5B%5D=eqvista&focus%5B%5D=fidelity-private-shares&focus%5B%5D=vestd&segment=small-business)

**Sponsored**

### Cake Equity

Cake Equity is an equity management platform that helps startups and growing companies manage their cap table, equity compensation, and compliance in one place. It moves with a company from its first SAFE or option grant through complex funding rounds, giving founders, finance, legal, and employees one system to stay aligned as the company scales. Designed as a system of action, Cake brings cap table management, stock option and ESOP administration, equity plan design, and built-in compliance into a single platform, with automated workflows and intelligent insights that surface what matters before teams have to ask. Core capabilities include: - Cap table management and modeling: a real-time cap table with scenario modeling for funding rounds, SAFE conversions, and exits. - Stock option and ESOP administration: grant issuance, vesting schedules, and equity plan management in one place. - Built-in compliance: 409A valuations, ASC 718 reporting, and board approval workflows for audit-ready records. - Automated document workflows: document generation, scanning, and contract editing that reduce manual equity admin. - Employee equity education: built-in tools that help employees understand what they own, how their equity works, and why it matters. What sets Cake apart is motivation. Beyond managing equity, Cake gives every stakeholder a reason to care about it: founders get a cap table they can trust, finance and legal teams get audit-ready reporting and faster document workflows, and employees get real clarity on their ownership.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1715&secure%5Bchosen_at%5D=2026-08-09T19%3A06%3A48Z&secure%5Bdisplayable_resource_id%5D=1715&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1715&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=134444&secure%5Bresource_id%5D=1715&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%2Fsmall-business%3Fpage%3D2%26segment%3Dsmall-business&secure%5Btoken%5D=b1b454c38b7d97be7582ca43f8fc5662c4046749bd5c8fad0b3c296071578438&secure%5Burl%5D=https%3A%2F%2Fcakeequity.com%3Futm_source%3Dg2%26utm_medium%3Dpaid-social%26utm_campaign%3Dclicks%26utm_term%3Dem%26utm_content%3Dcta&secure%5Burl_type%5D=custom_url)

### [Nth Round](https://www.g2.com/products/nth-round/reviews)

Nth Round is an industry-leading, end-to-end equity management solution built for large private enterprises and family businesses. We specialize in handling complex equity scenarios & structures, providing tailored solutions that streamline operations, enhance transparency, and delight shareholders. With Nth Round, you can effortlessly track ownership, manage transactions, and send timely updates, all through a modern and intuitive portal. Experience the ease of secure document management, digital signatures, and automated workflows that save you time and help reduce errors. Our platform helps you simplify cap table management, automates communications, and supports strategic shareholder management, saving you time and reducing headaches. With a dedicated customer support team and a user-friendly interface, Nth Round transforms equity management from a burden into a strategic advantage. Choose Nth Round for precision, efficiency, and empowered shareholder experiences. To learn more about Nth Round, visit www.nthround.com or contact us directly at info@nthround.com.

**Average Rating:** 5.0/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Nth Round?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Reporting:** 9.6/10 (Category avg: 8.8/10)
- **Public Equity:** 9.3/10 (Category avg: 8.4/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Nth Round?

- **Seller:** [Nth Round](https://www.g2.com/sellers/nth-round)
- **Company Website:** www.nthround.com
- **Year Founded:** 2018
- **HQ Location:** Philadelphia, Pennsylvania
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b613839c8dd207a30c0e5470b46b46370dcc4bb2acfff1f2d93e4e66c989585d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnth-round%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 22% Medium

#### What Do G2 Reviewers Say About Nth Round?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **streamlined cap table management** and unmatched customer service of Nth Round, enhancing their experience.
- Users praise Nth Round for its **effective communication tools** that enhance shareholder engagement and participation.
- Users highlight the **unparalleled customer support** from Nth Round, appreciating prompt solutions and seamless communication.
- Users appreciate the **ease of use** of Nth Round, enhancing communication and increasing shareholder participation seamlessly.
- Users appreciate the **intuitive design** of Nth Round, enhancing communication and increasing shareholder engagement effortlessly.

#### What Are Recent G2 Reviews of Nth Round?

**["Nth Round Delivered a Smooth Shareholder Portal Launch with Excellent Support"](https://www.g2.com/survey_responses/nth-round-review-12598140)**

**Rating:** 5.0/5.0 stars

_— Steve Y._

[Read full review](https://www.g2.com/survey_responses/nth-round-review-12598140)

**["Modernizing Our Employee Ownership Experience with Nth Round"](https://www.g2.com/survey_responses/nth-round-review-13049552)**

**Rating:** 5.0/5.0 stars

_— Jason T._

[Read full review](https://www.g2.com/survey_responses/nth-round-review-13049552)

### [trica equity](https://www.g2.com/products/trica-equity/reviews)

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 and features that are tailored to grow as a company progresses on its growth journey Currently trica equity is used by more than 550 companies from India, the USA and Singapore including over 100 Series B+ startups, unicorns and pre-IPO companies. You can start your equity management journey with trica equity for free by simply clicking on the "Get Started" button on the top right of this page.

**Average Rating:** 4.4/5.0

**Total Reviews:** 52

#### How Do G2 Users Rate trica equity?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Reporting:** 8.0/10 (Category avg: 8.8/10)
- **Public Equity:** 8.5/10 (Category avg: 8.4/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind trica equity?

- **Seller:** [Capital Grid Technologies Pvt Ltd](https://www.g2.com/sellers/capital-grid-technologies-pvt-ltd)
- **Year Founded:** 2013
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa1b7d66bba703e7b81be432ae177ff049a7731ca8293918a65f75c0438603fe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fletsventure%2F&secure%5Burl_type%5D=linkedin_company_website)  
117 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Financial Services, Computer Software
- **Company Size:** 48% Medium, 44% Small

#### What Are Recent G2 Reviews of trica equity?

**["User-Friendly Interface, Exceptional Support"](https://www.g2.com/survey_responses/trica-equity-review-13141488)**

**Rating:** 5.0/5.0 stars

_— Priyanka Y._

[Read full review](https://www.g2.com/survey_responses/trica-equity-review-13141488)

**["A User-Friendly Platform for End-to-End ESOP Management"](https://www.g2.com/survey_responses/trica-equity-review-13204449)**

**Rating:** 4.5/5.0 stars

_— Saurav K._

[Read full review](https://www.g2.com/survey_responses/trica-equity-review-13204449)

### [Upstock.io](https://www.g2.com/products/upstock-io/reviews)

Upstock is a platform that simplifies equity compensation management by offering real-time tracking of Restricted Stock Units (RSUs) and performance-based equity plans. Designed to enhance employee engagement and retention, Upstock aligns team members' financial interests with company success across over 75 jurisdictions. Key Features and Functionality: - Real-Time Equity Tracking: Provides employees with motivational dashboards that display the growth and value of their equity in real time. - Support for Various Equity Types: Manages different forms of equity compensation, including RSUs and performance-based plans. - Global Compliance: Ensures legal adherence by managing equity plans across more than 75 jurisdictions. - Transparent Agreements and Reporting: Offers clear and understandable equity agreements and reporting tools. - Mobile Accessibility: Features a mobile app for convenient access to equity information. Primary Value and Solutions Provided: Upstock addresses the challenges companies face in effectively managing and communicating equity compensation. Traditional methods can be costly, legally complex, and lack transparency, especially for organizations operating across multiple jurisdictions. By offering a user-friendly platform with real-time insights, Upstock fosters a culture of ownership among employees. This alignment of financial interests with company success leads to increased motivation, engagement, and retention, ultimately driving the organization's growth and prosperity.

**Average Rating:** 4.2/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate Upstock.io?

- **Reporting:** 8.1/10 (Category avg: 8.8/10)
- **Public Equity:** 9.0/10 (Category avg: 8.4/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Upstock.io?

- **Seller:** [Upstock.io](https://www.g2.com/sellers/upstock-io)
- **Year Founded:** 2019
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=154ee871070f477c8efa74c3f76aa91229e0036a27cda62d47863bcebde1664e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fupstock%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 68% Small, 22% Medium

#### What Do G2 Reviewers Say About Upstock.io?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive dashboard** of Upstock.io, making equity management simple and transparent for all teams.
- Users value the **straightforward and transparent equity management** that Upstock.io offers, simplifying processes for startups and small teams.
- Users value the **intuitive design** of Upstock.io, simplifying equity management for startups and making it accessible to all.
- Users value the **process simplification** of Upstock.io, finding equity management clear and user-friendly for all team members.
- Users appreciate the **simple and transparent equity management** of Upstock.io, especially for startups and small teams.

##### Cons

- Users find that **reporting features could be more detailed** , limiting insights and overall user experience.
- Users note the **limited customization** options with Upstock.io, feeling restricted in advanced integrations and reporting features.
- Users find the **onboarding process lacking clarity** , especially for those new to equity terminology, impacting overall ease of use.
- Users note **poor customer support** due to slow response times, impacting their overall experience with Upstock.io.

#### What Are Recent G2 Reviews of Upstock.io?

**["Simple and Transparent Equity Management Platform"](https://www.g2.com/survey_responses/upstock-io-review-11700373)**

**Rating:** 4.5/5.0 stars

_— Rahul Krishnakumar T._

[Read full review](https://www.g2.com/survey_responses/upstock-io-review-11700373)

**["It is one of the amazing online trading application for the people who need proper information."](https://www.g2.com/survey_responses/upstock-io-review-7107514)**

**Rating:** 4.0/5.0 stars

_— Shashwat P._

[Read full review](https://www.g2.com/survey_responses/upstock-io-review-7107514)

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