Best Equity Management Solutions - Page 4

How Many Equity Management Software Products Does G2 Track?

Total Products under this Category: 93

Category Stats (Sep 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vestd (+0.28%) - Among all products in this category, Vestd recorded the largest rating increase compared to last month

Last updated: September 15, 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
  • 93+ 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, Remote, Carta Equity Suite, and Slice Global Equity.

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=remote&focus%5B%5D=carta-equity-suite&focus%5B%5D=slice-global-equity)

Equify

Equify intelligently centralizes all the legal and financial information of your shareholding. With Equify, take back control.

Average Rating: 3.5/5.0

Total Reviews: 1

How Do G2 Users Rate Equify?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.2/10)
  • Reporting: 8.3/10 (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 Equify?

  • Seller: Equify
  • Year Founded: 2017
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are G2 Users Discussing About Equify?

Fairmint

Give your community skin in the game. Fairmint empowers you to grant equity to anyone that adds value to your company and passively receive investment from your biggest fans. Launch in a few clicks and get back to building your business.

Average Rating: 0.5/5.0

Total Reviews: 1

Who Is the Company Behind Fairmint?

  • Seller: Fairmint
  • Year Founded: 2019
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

Globacap

Raising, managing and selling equity doesn’t have to be complicated. Let Globacap do the hard work so you don’t have to. Globacap offers everything you need to manage your capital in one place, freeing up your time and resources to focus on your business. We offer the only equity management software that can support you for the entire life cycle, from private placement and cap table management to EMI Option plans and secondary transferability, taking you from day one to exit in one simple, cost-effective solution. And by embracing advanced blockchain technology, we ensure your data is always accurate and secure. See our website to find out more, or contact us to set up a personalised demo: sales@globacap.com.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Globacap?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Public Equity: 8.3/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Globacap?

  • Seller: Globacap
  • Year Founded: 2017
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Globacap?

HighCastle Fundraising and Cap Table Management

Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants. Quoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table. Quoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind HighCastle Fundraising and Cap Table Management?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of HighCastle Fundraising and Cap Table Management?

What Are G2 Users Discussing About HighCastle Fundraising and Cap Table Management?

Kaaria

Kaaria an online platform for startup valuation & equity management. Our technology enables entrepreneurs and investors to truly understand what drives their valuation, transparently discuss it, and make good equity decisions. - Kaaria uses the 5 leading valuation methods in combination with the most reliable data, tailored for more hundreds of industries applying data from thousands of startups. - Kaaria applied Industry leading methodologies for startup valuation and incorporating updated startup market data. Covering Qualitative(Scorecard Method benchmarked with PitchBook industry sector "Average Pre-Money Valuation & Berkus Method benchmarked with PitchBook industry sector "Max Pre-Money Valuation") and Quantitative( Venture Capital Method with PitchBook Industry Multiples, DFC LT and PV Multiples PitchBook Industry Multiples) Methodologies. An automated and impartial result, informed by market data. Calculate a fair valuation for your startup. Understand your startup's value Learn what drives your valuation. - Transparently discuss it. Clear and detailed valuation reports. Close fair deals. Grow the value for all stakeholders Target Audience: Startup Founders. Startup Entrepreneurs. Related or similar roles: startup investors, startup stakeholders, startup investment advisors, startup mentors, startup finance coaches and all related roles involved in running, operating, assessing or investing in Startups and Small businesses. Tagline's: Kaaria Fair and Clear Startup Valuation Unique Selling Points: 1) 5 valuation methods. Selected to capture the value of startups from different perspectives. Score Card, Berkus, Venture Capital, DFC and PV Multiples 2) Valuation reports: Professional, clear and detailed valuation reports. Web Report version to share or downloadable in one click. Reports can be shared via sending a secure link through email, or share secure web link via WhatsApp or any other communication tool. 3) Reliable data sources: Reliable data sources tailored to your country and industry. PtichBook is one of our trusted partners. 4) Valuation Benchmarks: Benchmark your valuation against similar startups and companies, locally, regionally to get a precise comparison of what the market is offering.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Kaaria?

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

Who Is the Company Behind Kaaria?

  • Seller: Kaaria
  • Year Founded: 2023
  • HQ Location: Dover, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Kaaria?

AI-generated summary from verified user reviews

Pros
  • Users commend the affordability of Kaaria, highlighting its excellent pricing and value for professional valuation needs.
  • Users commend the excellent customer support of Kaaria, enhancing their experience and satisfaction with the product.
  • Users find Kaaria to be powerful and easy to use, enhancing their valuation analysis with great insights.
  • Users appreciate the powerful design and alternative methodologies of Kaaria, enhancing analysis and valuation scenarios effectively.
  • Users appreciate the great pricing and support of Kaaria, which enhances their valuation analysis experience.

What Are Recent G2 Reviews of Kaaria?

LoyaltyOptions

LoyaltyOptions provides the full suite of components associated with managing and accounting for your stock-based compensation and employee ownership plans. In addition, we are always available 24x7 to help with any questions you may have.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate LoyaltyOptions?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind LoyaltyOptions?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About LoyaltyOptions?

AI-generated summary from verified user reviews

Pros
  • Users praise the superb customer support of LoyaltyOptions, highlighting its reliability and ease of use.
  • Users find LoyaltyOptions to be reliable and easy to use, ensuring a smooth and efficient experience.
  • Users appreciate the reliable and user-friendly feedback management of LoyaltyOptions, complemented by excellent customer support.
  • Users value the ease of implementation of LoyaltyOptions, enjoying reliable support throughout the process.
  • Users commend the setup ease of LoyaltyOptions, highlighting its reliable web-based database and excellent customer support.
Cons
  • Users feel the insufficient detail in online support materials hinders their understanding and effective use of LoyaltyOptions.
  • Users find the lack of instructions for LoyaltyOptions frustrating, making it hard to navigate the platform effectively.

What Are Recent G2 Reviews of LoyaltyOptions?

Maestro

Maestro is the value creation platform designed exclusively for the Private Equity industry. Founded by Accordion, the PE-focused financial consulting and technology firm, and backed by S&P Global Market Intelligence, Maestro helps PE sponsors modernize their operations and maximize value creation in private equity–backed companies through enhanced portfolio management and increased collaboration with all stakeholders. The Maestro platform serves as an essential solution for the private equity industry – from diligence to exit.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Maestro?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Public Equity: 8.3/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Maestro?

  • Seller: Maestro
  • Year Founded: 2019
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    77 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 100% Medium, 100% Small

What Are Recent G2 Reviews of Maestro?

Nana Fund

All-in-one platform for SMBs to get funded

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Nana Fund?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Public Equity: 0.0/10 (Category avg: 8.4/10)
  • Dashboard: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Nana Fund?

  • Seller: GetGrant
  • Year Founded: 2023
  • HQ Location: San Diego, US
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Nana Fund?

WE.VESTR

Forget about wasting time and brain power while managing your company in multiple software tools and spreadsheets. Instead, unify your cap table, financials, KPIs, equity reward structure and legal documents with WE.VESTR.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind WE.VESTR?

  • Seller: WE.VESTR
  • Year Founded: 2020
  • HQ Location: Amsterdam, NL
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of WE.VESTR?

Allocations SPV and Fund Generation

10,000+ investors and fund managers build, onboard, and close funds on Allocations - the fastest and most advanced private markets platform in the world. Set up SPVs and funds instantly to invest in multiple deals. Allocations provides an end-to-end fund platform that increases efficiency and empowers you to spend more time on deal sourcing & fundraising! Onboard investors with ease. Keep track of commitments, wires, and which investors have viewed the deal or signed the documents. Afterward, sit back and relax as the capital has been deployed and Allocations takes care of all post-close formalities.

Who Is the Company Behind Allocations SPV and Fund Generation?

Cake

Who Is the Company Behind Cake?

  • Seller: Cake Equity
  • Year Founded: 2018
  • HQ Location: Venice, CA
  • Twitter: @CakeEquity
    839 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    259 employees on LinkedIn®

Capital Suite

Tallystone Capital Suite is a deal-readiness workspace for companies managing capital, governance and investor processes in one place. It combines an AI Data Room with cap table, securities ledger, document workflow and eSigning tools, so teams can prepare for raises, acquisitions, board approvals and investor updates without scattering records across email, drives and signing platforms. Users can organise and share documents, collect signatures, automate approval steps, monitor activity, maintain stakeholder records, and keep equity transactions connected to the company’s source-of-truth records. The suite is designed to reduce manual chasing, improve record integrity, and help founders, boards, advisors and investors see the right information when decisions need to be made. By connecting documents, stakeholders, decisions, actions and transactions, Capital Suite supports faster execution while helping companies preserve transparency, trust and compliance across fundraising, governance, shareholder management and ongoing corporate activity as their capital structure and external relationships scale over time responsibly.

Who Is the Company Behind Capital Suite?

Cap Table

Who Is the Company Behind Cap Table?

  • Seller: Revscale
  • Year Founded: 2020
  • HQ Location: Boca Raton, Florida
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Capyx

Capyx is a Cap table management that enables users to track equity, easily collaborate with shareholders and manage portfolio.

Who Is the Company Behind Capyx?

Clara

Clara is a trusted company operating system that offers a digital platform tailored for Startups, SMEs, Law firms, Venture Capitalists, Investors and Accelerators. Using Clara you can digitally form companies within prominent jurisdictions like - ADGM, Cayman Islands, Delaware, Singapore, DIFC and Saudi Arabia. Clara's platform helps businesses generate key legal documents, including SAFEs, founders’ agreement, IP assignments, consulting agreements, advisor agreements and others. Our platform also allows you to build your ESOP, vesting schedules and manage your cap table. Additionally, you can benefit from a built-in data room and share key information and documents with your potential investors.

Who Is the Company Behind Clara?

  • Seller: Clara
  • Year Founded: 2019
  • HQ Location: Dubai International Financial Centre, AE
  • Twitter: @Clara_TechCo
    622 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024