Best Equity Management Solutions - Page 3

How Many Equity Management Software Products Does G2 Track?

Total Products under this Category: 90

Category Stats (Sep 2026)

  • Average Rating: 4.52/5 (↓0.02 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Cake Equity (+0.19%) - Among all products in this category, Cake Equity recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Equity Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 6,900+ Authentic Reviews
  • 90+ 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

Highlighted products: J.P.Morgan Workplace Solutions, Qapita, Cake Equity, Fidelity Private Shares, Optio Incentives, Slice Global Equity, Carta Equity Suite, and Remote.

Underlying data: [Grid® JSON](https://www.g2.com/categories/equity-management/grids.json?focus%5B%5D=j-p-morgan-workplace-solutions&focus%5B%5D=qapita&focus%5B%5D=cake-equity&focus%5B%5D=fidelity-private-shares&focus%5B%5D=optio-incentives&focus%5B%5D=slice-global-equity&focus%5B%5D=carta-equity-suite&focus%5B%5D=remote)

Orchestra

Orchestra is the smart way to track equity and streamline investor relations in one intuitive platform. Helping businesses get out of manual spreadsheets, Orchestra has the tools to easily manage a trusted source of truth across share registries, cap table management, employee share schemes or option plans (ESOP) and company compliance. All the while ensuring investors stay informed and engaged on the journey with you. Orchestra ensures your share registry and cap table are accurate and compliant including a full transaction history, and provides better visibility with a single source for your stakeholders to easily view and manage their investments in your business. Easily communicate with investors and keep them up-to-date, build investor relationships to assist for future capital raises and enhance staff shareholder interactions & sense of ownership using these key features: - ESS and ESOP tools - Document Vault - Communications hub - Investor portal

Average Rating: 4.6/5.0

Total Reviews: 4

How Do G2 Users Rate Orchestra?

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

Who Is the Company Behind Orchestra?

Who Uses This Product?

  • Company Size: 75% Small, 25% Large

What Are Recent G2 Reviews of Orchestra?

Rollups

Rollups offers private companies: 1. Roll Up Vehicles that enable companies to raise capital from many investors in a single line on the cap table with a company-led SPV. 2. Consolidation Vehicles that enable companies to consolidate existing stakeholders into a single entity, and off the direct cap table to save time and money. Built on the broader AngelList platform, where over $125B private market assets are held and managed, Rollups is the solution of choice for thousands of companies from pre-seed to $4B in valuation.

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate Rollups?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Reporting: 7.2/10 (Category avg: 8.8/10)
  • Public Equity: 8.9/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Rollups?

  • Seller: AngelList
  • Year Founded: 2010
  • HQ Location: San Francisco, US
  • Twitter: @AngelList
    410,999 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    521 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Rollups?

AI-generated summary from verified user reviews

Pros
  • Users value the simple setup and quick closing process for managing their cap tables effectively.
  • Users highlight the excellent communication from the AngelList team, ensuring a smooth and supportive experience throughout the process.
  • Users commend the helpful and attentive customer support of Rollups, making the setup and closing processes seamless.
  • Users value the straightforward visualizations of Rollups, enhancing their data interpretation and usability.
  • Users praise the great pricing of Rollups, appreciating its inclusion in their cap table plan and quick support.

What Are Recent G2 Reviews of Rollups?

StartupTools

StartupTools is a platform to manage corporate actions and legal for your company. It handles: - Share Register - Board Portal - Stock Option Programs - Investments - Document Templates - E--Signing - Holding account for investors It provides collaborations for the board, a process to issue stock options easily and can source all relevant information from the authorities automatically.

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate StartupTools?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Reporting: 7.5/10 (Category avg: 8.8/10)
  • Public Equity: 8.3/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind StartupTools?

  • Seller: StartupTools
  • Year Founded: 2021
  • HQ Location: Stockholm, SE
  • LinkedIn® Page: linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of StartupTools?

altshare

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 as leaders in the technology industry. We're proud to serve over 3,000 companies and organizations, over 100 venture capital firms, and over 80,000+ beneficiaries worldwide. All-in-one equity management products: - Automated cap table management - 409Aa and company valuations - Accurate funding & exit scenarios - A comprehensive and efficient solution - Waterfall scenarios And much more! To give our clients the best equity management experience, we're always innovating and adding new features to our products. ‍ All our products include customer service, an onboarding process, support, and a comprehensive feature set. ‍ We're committed to giving our customers and partners quality, value, and peace of mind. With altshare you get a simple, easy-to-use, all-in-one, and secure equity management platform.

Average Rating: 4.5/5.0

Total Reviews: 3

How Do G2 Users Rate altshare?

  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Public Equity: 8.3/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind altshare?

  • Seller: altshare
  • Year Founded: 2006
  • HQ Location: Ramat Hajayal, IL
  • Twitter: @Altshare1
    772 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    116 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of altshare?

Capboard

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. With an intuitive platform and a focus on user experience, Capboard empowers startups to manage their cap tables, ESOPs (employee equity plans), and investor reporting with ease and precision. Key Features: Cap Table Management Stay on top of ownership structures with real-time tracking of shareholder information, company valuations, and ownership percentages. Capboard makes managing equity events and future financings straightforward. ESOP (Equity Plans) Management Automate complex equity plans with real-time vesting calculations, tax optimization, and tracking. Whether it's stock options, RSUs, or other plans, Capboard ensures transparency and accuracy. Virtual Data Room Share sensitive documents securely with investors and stakeholders. Our virtual data room is ideal for due diligence, fundraising, or regular updates, with built-in permissions and activity tracking. Investor Reporting Simplify the process of keeping investors informed. Create, share, and track engaging reports with key metrics, financials, and updates—all in one place.

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate Capboard?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Public Equity: 9.2/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Capboard?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Capboard?

Equity Edge Online

Equity Edge Online is a stock plan administration platform.

Average Rating: 4.2/5.0

Total Reviews: 3

How Do G2 Users Rate Equity Edge Online?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Equity Edge Online?

  • Seller: eTrade
  • Year Founded: 1982
  • HQ Location: United States
  • Twitter: @etrade
    84,937 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9,166 employees on LinkedIn®
  • Ownership: NASDAQ:ETFC

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Equity Edge Online?

Undo Capital

Undo Capital is a UK equity management and compliance platform for early-stage startups raising under SEIS and EIS. Founders use it to apply for HMRC Advance Assurance, manage their cap table, run funding rounds, and administer EMI option schemes without paying lawyers for routine paperwork. SEIS and EIS Advance Assurance Undo acts as a named HMRC agent and submits Advance Assurance applications on behalf of founders. The platform validates eligibility against HMRC venture capital scheme rules, flags disqualifying conditions before submission, and generates the business description in plain language HMRC caseworkers expect. Applications go out complete, first time. Cap Table Management Shareholders, directors, employees, and advisors are tracked in a single auditable ledger. Every allotment, transfer, and option grant is recorded as an immutable event, so the cap table is always correct and always ready to share with investors. Funding Round Compliance Undo supports priced equity rounds (SEIS, EIS, combined, or non-scheme) and Advanced Subscription Agreements. The platform generates signing documents, routes them for electronic signature, and updates the cap table on completion. EMI Option Schemes Founders create and grant EMI options within the platform. Scheme documentation, grant letters, and exercise notices are generated and stored in the data room. Investor Data Room Round documents, cap table exports, and compliance records sit in a structured data room. Founders share access with investors via a single link; access is tracked and auditable. Undo is built for UK founders at pre-seed and seed stage who need HMRC-compliant workflows without law firm costs. All data is stored in UK and EU data centres.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Undo Capital?

  • Public Equity: 10.0/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Undo Capital?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Undo Capital?

Eldison platform

Eldison is an ESOP platform that simplifies ESOP implementation and management. With standardized plans it makes the implementation faster, cheaper and legal-proof. In the app, users can take advantage of built-in legal documents, pool allocation, in-app team communication and digital signing.

Average Rating: 5.0/5.0

Total Reviews: 2

Who Is the Company Behind Eldison platform?

  • Seller: Eldison
  • Year Founded: 2014
  • HQ Location: Prague, CZ
  • LinkedIn® Page: www.linkedin.com
    37 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Do G2 Reviewers Say About Eldison platform?

AI-generated summary from verified user reviews

Pros
  • Users find the real-time updates incredibly helpful for tracking portfolio performance and future projections.
  • Users appreciate the clarity in portfolio insights that helps them understand potential future movements effectively.

What Are Recent G2 Reviews of Eldison platform?

Equidam

Equidam is an online business valuation software.

Average Rating: 3.5/5.0

Total Reviews: 2

How Do G2 Users Rate Equidam?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Public Equity: 0.0/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Equidam?

  • Seller: Equidam
  • Year Founded: 2013
  • HQ Location: València, ES
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 50% Medium

Equity Matrix

Equity Matrix is a dynamic equity tracking platform for startups and small businesses. It allows co-founders and team members to log contributions (time and cash), automatically calculates each person's ownership percentage based on configurable multipliers, and generates equity allocation agreements. The platform includes a Slack integration for logging contributions via natural language, a real-time equity dashboard, and tools for converting dynamic equity splits into fixed cap tables when companies are ready to formalize. It is designed for pre-revenue teams who need to track and split equity before incorporating or raising funding.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Equity Matrix?

  • Reporting: 10.0/10 (Category avg: 8.8/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Equity Matrix?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Equity Matrix?

ESOP Guardian

ESOP Guardian is a powerful web-based platform designed to simplify and streamline the complete lifecycle management of Employee Stock Option Plans (ESOPs). It enables organizations to efficiently administer equity compensation while ensuring transparency, accuracy, and regulatory compliance. The platform automates key ESOP processes including plan creation, option grants, vesting tracking, exercise management, and reporting, eliminating manual errors and reducing administrative effort. With its robust system architecture, ESOP Guardian can seamlessly manage multiple ESOP schemes, large employee databases, and bulk transactions, making it ideal for startups, growth-stage companies, and large enterprises. ESOP Guardian also strengthens governance and compliance by maintaining structured records of all ESOP-related activities. The platform supports documentation, reporting, and audit readiness aligned with corporate and securities regulations, helping organizations maintain regulatory confidence and operational control. Through an intuitive dashboard, administrators gain real-time visibility into ESOP pools, grant history, vesting schedules, and option exercises, while employees can easily track their equity benefits and vesting progress. By combining automation, compliance support, and stakeholder transparency, ESOP Guardian transforms ESOP management into a scalable, secure, and efficient digital process, enabling companies to manage employee ownership programs with confidence and strategic clarity

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate ESOP Guardian?

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

Who Is the Company Behind ESOP Guardian?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Do G2 Reviewers Say About ESOP Guardian?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive and comprehensive platform of ESOP Guardian, streamlining ESOP management with excellent support.
  • Users appreciate the end-to-end compliance automation of ESOP Guardian, enhancing visibility and reducing risk throughout the process.
  • Users appreciate the responsive and helpful customer support of ESOP Guardian, enhancing their overall experience with the platform.
  • Users appreciate the single dashboard visualization of ESOP Guardian, enhancing visibility and control over ESOP management.
  • Users appreciate the ease of use of ESOP Guardian, enjoying its simplicity and intuitive design for managing ESOP activities.
Cons
  • Users find that slow performance when downloading reports can be frustrating and time-consuming.

What Are Recent G2 Reviews of ESOP Guardian?

Gemifi

Gemifi is equity compensation planning software for financial advisors. It helps advisors manage grant data, model taxes and AMT, analyze concentration risk, compare strategies, and create client-ready plans.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Gemifi?

  • Reporting: 10.0/10 (Category avg: 8.8/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Gemifi?

  • Seller: Gemifi
  • Year Founded: 2020
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Gemifi?

Gust Equity Management

Gust Equity Management (GEM) is a Software-as-a-Service platform simplifying the process of managing the evolution of enterprise capitalizations from startup through sale/IPO. Managing an enterprise capitalization table via Excel as well as the related documentation becomes a time-consuming and difficult process as a venture evolves, raises money, and grows. If early-stage startups trivialize or ignore their cap tables, mismanagement can cause significant expenses down the line when lawyers come in to clean it up, can create shareholder disputes, and might even kill an M&A deal. To put this into perspective, as an enterprise moves through its funding stages and development, it will typically deal with hundreds of equity issuances, option grants, exercises, forfeitures, transfers, vesting dates, board approvals, etc. All of these events must be tracked along with the underlying legal documentation in order to be auditable by shareholders and other interested parties. Because this kind of administrative work usually falls to legal counsel, it traditionally costs $200-500 an hour. To minimize costs and time investment, GEM corrects this inefficiency with tools that make the process easier, faster, and cheaper than traditional means. At its core, the GEM platform empowers internal or external administrators of the capitalization table by providing powerful and intuitive tools to track all the required documentation of any equity issuance, in one easy to use interface. In GEM, administrators can issue equity grants directly to employees / advisors through the platform, so there is no need to contact legal counsel every time they hire a new employee and need to issue grants. Through GEM, users can also request 409A valuation reports so they can issue option grants at a fair market value, avoiding tax consequences for both employees and the enterprise. GEM also handles ASC718 calculations (stock option expensing), a time-consuming and expensive exercise for GAAP-compliant financials. GEM also includes round modeling to see dilution impact on future equity and convertible note financing rounds, a time-hop feature allowing users to view the capitalization at any point in time, views for employees to track their equity vesting in real time, and other value-adding features.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate Gust Equity Management?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Gust Equity Management?

  • Seller: Gust, Inc.
  • Year Founded: 2004
  • HQ Location: New York, US
  • Twitter: @gustly
    11,194 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    144 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Gust Equity Management?

What Are G2 Users Discussing About Gust Equity Management?

Aportia

Aportia is the platform where any company manages its entire cap table and corporate life. It keeps a live cap table where shares are the source of truth and percentages update automatically, alongside shareholder and team management, an investment round simulator with real-time dilution, convertibles (SAFEs and notes), share classes and a Legal Hub for documentation and equity certificates. What sets Aportia apart from tools like Carta or Capboard is optional dynamic equity: beyond traditional fixed ownership, equity can be earned in real time from actual contributions — time, money and resources — and then frozen into a fixed cap table when investors arrive. Run it fully static, fully dynamic or hybrid. Built for people without finance or legal expertise, the interface stays simple and intuitive.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Aportia?

  • Seller: Aportia
  • Year Founded: 2025
  • HQ Location: Seville, Spain
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Aportia?

Cap Table Management

WOWS Cap Table is a digital equity management platform designed to streamline the management of company shareholding structures and Employee Stock Ownership Plans (ESOPs. It offers a comprehensive suite of tools that enhance transparency, facilitate due diligence readiness, and enable companies to efficiently manage funding rounds and equity distribution. By providing real-time dashboards and automated processes, WOWS Cap Table empowers businesses to engage stakeholders effectively and make informed decisions regarding their equity management. Key Features and Functionality: - Cap Table Management: Organize and monitor all stages of funding, from seed to exit, ensuring clarity and control over the company's equity structure. - Deal Scenario Modeling: Evaluate potential financial outcomes by forecasting the impacts of various funding rounds on equity dilution and company valuation. - Stakeholder Dashboards: Provide investors with personalized dashboards that offer comprehensive views of their holdings, growth trajectories, and performance metrics. - Dilution Impact Calculation: Anticipate future equity changes using dilution calculators, aiding in effective planning for new funding rounds and equity grants. - ESOP Management: Design and deploy custom ESOP plans tailored to the company's structure, with automated tracking of vesting periods and exercise options. - Liquidity Solutions: Facilitate structured buyback programs and liquidity events for employees directly through the platform. Primary Value and User Solutions: WOWS Cap Table addresses the complexities of equity management by providing a user-friendly platform that enhances transparency and operational efficiency. It simplifies the management of funding rounds, equity distribution, and ESOPs, reducing the reliance on cumbersome spreadsheets. By offering real-time insights and automated processes, the platform enables companies to make informed decisions, maintain compliance, and foster trust among stakeholders. This comprehensive approach ensures that businesses are always prepared for due diligence requirements and can effectively manage their growth and equity strategies.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Cap Table Management?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Public Equity: 6.7/10 (Category avg: 8.4/10)
  • Dashboard: 6.7/10 (Category avg: 9.2/10)

Who Is the Company Behind Cap Table Management?

Who Uses This Product?

  • Company Size: 100% Large

What Do G2 Reviewers Say About Cap Table Management?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Cap Table Management exceptional, enhancing experience for all levels of tech literacy.
  • Users value the real-time updates for enhancing control and clarity over company ownership structure.
  • Users value the user-friendly interface of Cap Table Management, enhancing ease of use for all technological levels.

What Are Recent G2 Reviews of Cap Table Management?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024