Best Equity Management Solutions - Page 6

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)

Salto X

Salto X is an easy-to-use cap table management platform for growing teams. It offers effortless onboarding, a user-friendly interface, and a scalable design that makes managing equity simpler and more efficient than ever.

Who Is the Company Behind Salto X?

  • Seller: Salto X
  • Year Founded: 2021
  • HQ Location: N/A
  • Twitter: @joinSaltoX
    169 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Sharetrack

Sharetrack is a flexible, modular Share Plan Management software solution. Whether you run LTIPs, CSOPs or SIPs, this system will assist you in delivering a complete share plan solution to complete your employee compensation package. It enables you to complete a range of complex tasks from Grants to Exercises, streamlining them and saving you time. It records, manages, and reports the information required for Share Plan Management and regulatory compliance efficiently and comprehensively. And it helps you communicate with your participants easily and effectively so you can rest easy. We offer Sharetrack for use in-house as well as via a co-sourced model. For those looking for help with their SIP we also offer fully outsourced SIP administration and Trustee services. Additional modules available with Sharetrack are: • Employee portal • Share Registration • Director’s Interests • Liquidity Event/Internal Market • IFRS2 • Loan Register

Who Is the Company Behind Sharetrack?

  • Seller: Cytec
  • Year Founded: 2000
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

Shareworks

Who Is the Company Behind Shareworks?

  • Seller: Morgan Stanley Smith Barney
  • Year Founded: 1935
  • HQ Location: New York, New York, United States
  • Twitter: @MorganStanley
    752,657 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    95,264 employees on LinkedIn®
  • Ownership: NYSE: MS

Shoobx

Who Is the Company Behind Shoobx?

  • Seller: Shoobx
  • Year Founded: 2013
  • HQ Location: Boston, US
  • LinkedIn® Page: www.linkedin.com
    47 employees on LinkedIn®

Slicing Pie

Slicing Pie is a universal, one-size-fits all model that creates a perfectly fair equity split in an early-stage, bootstrapped startup company.

Who Is the Company Behind Slicing Pie?

  • Seller: Slicing Pie
  • Year Founded: 2010
  • HQ Location: Lake Forest, IL
  • Twitter: @slicingpie
    2,383 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Stockalpha

Stockalpha is a comprehensive stock analysis platform designed to empower investors with data-driven insights and tools for informed decision-making. It offers real-time market data, advanced charting capabilities, and personalized investment recommendations tailored to individual user profiles. The platform's intuitive interface ensures accessibility for both novice and experienced investors, facilitating efficient portfolio management and strategy development. Key Features: - Real-Time Market Data: Access up-to-the-minute information on stock prices, market trends, and financial news. - Advanced Charting Tools: Utilize a variety of chart types and technical indicators to analyze stock performance. - Personalized Investment Recommendations: Receive tailored suggestions based on your investment goals and risk tolerance. - Portfolio Management: Track and manage your investments with comprehensive portfolio analysis tools. - Educational Resources: Enhance your investment knowledge with tutorials, articles, and webinars. Stockalpha addresses the common challenges investors face by providing a centralized platform that combines real-time data, analytical tools, and personalized insights. This integration simplifies the investment process, enabling users to make informed decisions and optimize their portfolios effectively.

Who Is the Company Behind Stockalpha?

Stockbits

StockBits is an all-in-one platform designed for comprehensive stock and cryptocurrency market tracking, analysis, and trading insights. It offers real-time data, global trader perspectives, and AI-driven tools to empower users in making informed investment decisions. Key Features and Functionality: - Real-Time Market Data: Access up-to-the-minute stock and cryptocurrency quotes to stay informed about market movements. - Global Trader Insights: Analyze live trading insights from top traders worldwide, providing diverse perspectives on market trends. - Trading Signal Alerts: Receive smart alerts, including trader signals, AI-driven signals, and market sentiment updates, to identify potential trading opportunities. - AI-Powered Tools: Utilize TradeGPT and daily AI reports for advanced market analysis and predictive insights. - Portfolio Tracker: Build and monitor custom stock and cryptocurrency portfolios, enabling personalized investment management. Primary Value and User Solutions: StockBits addresses the need for a centralized platform that combines real-time market data, expert insights, and AI-driven analysis. By integrating these features, it simplifies the investment process, enhances decision-making, and helps users stay ahead in the dynamic financial markets. Whether you're a novice investor or an experienced trader, StockBits provides the tools and information necessary to navigate the complexities of stock and cryptocurrency investments effectively.

Who Is the Company Behind Stockbits?

Svested

Svested is a Singapore-based company founded in 2021, offering a digital, cloud-based platform designed to assist startups in managing their Employee Stock Option Plans and equity structures, commonly referred to as CapTables. By providing a user-friendly interface, Svested simplifies the complexities associated with equity management, enabling startups to efficiently plan, implement, and oversee their ESOP schemes. The platform also offers advisory services, guiding companies through the entire ESOP setup process, from initial planning to coordination with legal and corporate partners. Key Features and Functionality: - Digital ESOP Management: Facilitates the digital issuance and real-time tracking of stock options, streamlining the administration of employee equity plans. - CapTable Management: Provides tools to maintain and update capitalization tables, ensuring accurate representation of company ownership structures. - Advisory Services: Offers expert guidance on planning and setting up ESOPs, including coordination with legal and corporate secretarial services. - Cloud-Based Platform: Ensures accessibility and scalability, allowing startups to manage their equity structures securely from anywhere. Primary Value and User Benefits: Svested addresses the challenges startups face in managing complex equity structures by offering an integrated solution that combines digital tools with expert advisory services. This approach not only simplifies the administration of ESOPs and CapTables but also empowers founders to focus on their core business objectives. By streamlining equity management processes, Svested helps startups attract and retain top talent through well-structured employee stock options, ultimately supporting their growth and success.

Who Is the Company Behind Svested?

T12

Who Is the Company Behind T12?

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

Tabulate

Tabulate is a full-stack ESOP, Cap Table, and Equity Compliance Management product designed to automate the entire process of issuing all kinds of securities including stock options, warrants, equity, convertible notes, phantom stock, and RSUs. Tabulate also provides comprehensive shareholder and board management tools for timely investor updates, conducting all kinds of resolutions, and shareholder participation. Tabulate's shareholder registry also automates the maintenance of MGT-1, SH-6, SH-1s and SHAs for complete equity transaction audit trails.

Who Is the Company Behind Tabulate?

Tallect - Total Rewards Platform

Drive total rewards strategy, culture & experience for employees, linking Talent Strategy to Total Rewards to bring pay transparency, equity & competitiveness in rewards. Tallect helps companies manage, unify and optimize employee costs globally ,through a deep solve vertical SaaS platform, integrated external and internal analytics, vendor service layers, and future-driven programs. Transforming Total Rewards Management with Global Total Rewards Technology - Powerful engines to manage total rewards, catering to local and diverse nuances at the global level. Data & Analytics - Leverage data & analytics to provide real-time, actionable insights for better decision-making. Flexible, Compliant & Future Ready - Meet all demands of the modern & futuristic workforce. Ensuring global compliance. Compensation Planning - Design & drive compensation strategy with well-defined pay philosophy, principles & practices in areas like compensation structures, pay-mix, market positioning, etc. - Drive annual increment cycle with centrally held increment strategy & budget and manage workflows efficiently - Manage round the year / off-cycle talent & rewards decisions guided with data and analytics Market Benchmarking - Create pay-ranges leveraging both internal & external data - Data-driven & informed talent & rewards decisions with real-time view into compa-ratio and benchmarks to maintain internal equity as well as market competitiveness

Who Is the Company Behind Tallect - Total Rewards Platform?

  • Seller: Tallect
  • Year Founded: 2024
  • HQ Location: Singapore, SG
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Uplaw

Uplaw is a comprehensive digital solution designed to streamline and automate the management of corporate shareholding and legal operations. Established in 2018, it offers a reliable and legally compliant platform tailored to French corporate law, enabling companies to efficiently oversee their shareholder structures, maintain up-to-date capitalization tables, and manage employee stock option plans. With over 12 billion euros in securities managed, Uplaw has become a trusted tool for businesses seeking to enhance their corporate governance processes. Key Features and Functionality: - Automated Shareholder Management: Uplaw provides tools to monitor and manage company shareholding structures, ensuring accurate and current records. - Real-Time Capitalization Tables: The platform maintains continuously updated capitalization tables, eliminating the need for manual tracking and reducing errors. - Digitalized Legal Registers: Uplaw digitizes all legal registers, including records of share movements and board meetings, anchoring them in blockchain for enhanced security and compliance. - Employee Stock Option Plan Management: The solution facilitates the deployment and administration of employee stock ownership plans, providing employees with a dedicated console to track their options, such as BSPCE, free shares, and stock options. - Automated Document Generation: Uplaw accelerates the production of corporate legal documents, including subscription forms, allocation letters, and movement orders, integrating seamlessly with electronic signature services like DocuSign. - Centralized Legal Document Repository: The platform offers a structured database for all corporate legal documents, equipped with a powerful search engine for quick information retrieval. Primary Value and User Solutions: Uplaw addresses the complexities of corporate legal management by automating and centralizing critical processes, thereby reducing the time and effort required for compliance and governance tasks. It ensures data accuracy and legal conformity, providing a reliable audit trail for all corporate actions. By integrating with existing tools and offering a user-friendly interface, Uplaw enhances productivity for CEOs, CFOs, legal departments, and HR professionals, allowing them to focus on strategic initiatives while maintaining robust corporate governance.

Who Is the Company Behind Uplaw?

  • Seller: Uplaw
  • Year Founded: 2018
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Walter Equity Management

Walter is a modern and highly secure equity management platform designed as a single source of truth for company builders and their lawyers to collaborate; streamlining equity management, stock option programs, and raising capital. The platform offers different tiers of functionality working to complement the core cap table and equity documentation. Walter pairs first-class integrations such as Word and DocuSign, to extend value via workflow transformations across different business functions of equity management like ESOP administration, private placement fundraising, and more. Integrated payment processing, multi-currency support, and highly flexible design architecture, coupled with first-class customer care, make Walter a great choice in equity management.

Who Is the Company Behind Walter Equity Management?

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