# The Top 20 Equity Management Software Check out this list of the top Equity Management Software products based on user satisfaction. A product's satisfaction score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers. 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All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsNorth AmericaEuropeAsia The Top 20 Equity Management Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Equity+Management+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Equity+Management+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Equity+Management+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Equity+Management+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsNorth AmericaEuropeAsia [Collapse AllExpand All](#) G2 Satisfaction Score Information Compare [Expand/Collapse Qapita](#) #1 [![Qapita](https://images.g2crowd.com/uploads/product/hd_favicon/d75764ce48b0ba91127bc6e6758026a2/qapita.svg)](/products/qapita/reviews) [Qapita](/products/qapita/reviews "Qapita") 98 [Expand/Collapse Qapita](#) Overall Satisfaction Score 98 Top Industries of Reviewers: Financial Services 32% Information Technology and Services 31% Computer Software 28% Manufacturing 10% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.2 Meets Requirements Average: 9.4 8.9 Ease of Doing Business With Average: 8.5 9.2 Ease of Setup Average: 9.3 9.0 Quality of Support Average: 9.6 9.4 Ease of Admin Average: 8.3 9.1 [Expand/Collapse Eqvista](#) #2 [![Eqvista](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_f24d474eb1e8a284bbb5303000acc89a/eqvista.png)](/products/eqvista/reviews) [Eqvista](/products/eqvista/reviews "Eqvista") 82 [Expand/Collapse Eqvista](#) Overall Satisfaction Score 82 Top Industries of Reviewers: Computer Software 51% Retail 17% Financial Services 17% Information Technology and Services 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.9 Meets Requirements Average: 9.4 9.7 Ease of Doing Business With Average: 8.5 9.5 Ease of Setup Average: 9.3 9.9 Quality of Support Average: 9.6 9.6 Ease of Admin Average: 8.3 9.3 [Expand/Collapse Cake Equity](#) #3 [![Cake Equity](https://images.g2crowd.com/uploads/product/hd_favicon/0cb711e2812069881da92ce09b1f51cb/cake-equity.svg)](/products/cake-equity/reviews) [Cake Equity](/products/cake-equity/reviews "Cake Equity") 81 [Expand/Collapse Cake Equity](#) Overall Satisfaction Score 81 Top Industries of Reviewers: Computer Software 38% Information Technology and Services 27% Financial Services 25% Health, Wellness and Fitness 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.3 Meets Requirements Average: 9.4 9.2 Ease of Doing Business With Average: 8.5 9.6 Ease of Setup Average: 9.3 9.3 Quality of Support Average: 9.6 9.8 Ease of Admin Average: 8.3 9.3 [Expand/Collapse Optio Incentives](#) #4 [![Optio Incentives](https://images.g2crowd.com/uploads/product/hd_favicon/ae4028786f16e6ea30d2b4ba8b8209e6/optio-incentives.svg)](/products/optio-incentives/reviews) [Optio Incentives](/products/optio-incentives/reviews "Optio Incentives") 80 [Expand/Collapse Optio Incentives](#) Overall Satisfaction Score 80 Top Industries of Reviewers: Computer Software 46% Information Technology and Services 25% Renewables & Environment 17% Construction 13% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.6 Meets Requirements Average: 9.4 9.6 Ease of Doing Business With Average: 8.5 9.6 Ease of Setup Average: 9.3 9.5 Quality of Support Average: 9.6 9.8 Ease of Admin Average: 8.3 9.1 [Expand/Collapse Slice Global Equity](#) #5 [![Slice Global Equity](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_901792e9bbbcba7b91f44580a9358076/slice-global-equity.png)](/products/slice-global-equity/reviews) [Slice Global Equity](/products/slice-global-equity/reviews "Slice Global Equity") 78 [Expand/Collapse Slice Global Equity](#) Overall Satisfaction Score 78 Top Industries of Reviewers: Computer Software 50% Information Technology and Services 20% Computer & Network Security 15% Accounting 15% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.7 Meets Requirements Average: 9.4 9.9 Ease of Doing Business With Average: 8.5 9.8 Ease of Setup Average: 9.3 9.3 Quality of Support Average: 9.6 10.0 Ease of Admin Average: 8.3 9.6 [Expand/Collapse J.P.Morgan Workplace Solutions](#) #6 [![J.P.Morgan Workplace Solutions](https://images.g2crowd.com/uploads/product/hd_favicon/91f594c81f02bb42a07355a03afa02f7/j-p-morgan-workplace-solutions.svg)](/products/j-p-morgan-workplace-solutions/reviews) [J.P.Morgan Workplace Solutions](/products/j-p-morgan-workplace-solutions/reviews "J.P.Morgan Workplace Solutions") 76 [Expand/Collapse J.P.Morgan Workplace Solutions](#) Overall Satisfaction Score 76 Top Industries of Reviewers: Computer Software 32% Information Technology and Services 30% Financial Services 20% Biotechnology 18% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.2 Meets Requirements Average: 9.4 9.3 Ease of Doing Business With Average: 8.5 9.8 Ease of Setup Average: 9.3 9.4 Quality of Support Average: 9.6 9.8 Ease of Admin Average: 8.3 9.4 [Expand/Collapse Xumane Equity](#) #7 [![Xumane Equity](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1075de0d661c466decbf82b333133889/xumane-equity.png)](/products/xumane-equity/reviews) [Xumane Equity](/products/xumane-equity/reviews "Xumane Equity") 65 [Expand/Collapse Xumane Equity](#) Overall Satisfaction Score 65 Top Industries of Reviewers: Human Resources 40% Computer Software 40% Information Technology and Services 14% Accounting 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.9 Meets Requirements Average: 9.4 10.0 Ease of Doing Business With Average: 8.5 10.0 Ease of Setup Average: 9.3 9.9 Quality of Support Average: 9.6 9.9 Ease of Admin Average: 8.3 10.0 [Expand/Collapse Nth Round](#) #8 [![Nth Round](https://images.g2crowd.com/uploads/product/hd_favicon/9d8c7093d29c4f815a31fb514c269a66/nth-round.svg)](/products/nth-round/reviews) [Nth Round](/products/nth-round/reviews "Nth Round") 63 [Expand/Collapse Nth Round](#) Overall Satisfaction Score 63 Top Industries of Reviewers: Venture Capital & Private Equity 30% Investment Management 30% Commercial Real Estate 20% Insurance 20% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.6 Meets Requirements Average: 9.4 9.9 Ease of Doing Business With Average: 8.5 10.0 Ease of Setup Average: 9.3 10.0 Quality of Support Average: 9.6 10.0 Ease of Admin Average: 8.3 10.0 [Expand/Collapse Vestd](#) #9 [![Vestd](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_32ff1fa5695603210e503e67447df225/vestd.png)](/products/vestd/reviews) [Vestd](/products/vestd/reviews "Vestd") 58 [Expand/Collapse Vestd](#) Overall Satisfaction Score 58 Top Industries of Reviewers: Computer Software 57% Information Technology and Services 14% Education Management 14% Staffing and Recruiting 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.5 Meets Requirements Average: 9.4 9.7 Ease of Doing Business With Average: 8.5 9.5 Ease of Setup Average: 9.3 9.2 Quality of Support Average: 9.6 9.8 Ease of Admin Average: 8.3 9.5 [Expand/Collapse ShareForce](#) #10 [![ShareForce](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_503ba6cfd80eacd7c9c6caac6ea324f9/shareforce.jpg)](/products/shareforce/reviews) [ShareForce](/products/shareforce/reviews "ShareForce") 57 [Expand/Collapse ShareForce](#) Overall Satisfaction Score 57 Top Industries of Reviewers: Financial Services 41% Mining & Metals 26% Retail 19% Oil & Energy 15% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.0 Meets Requirements Average: 9.4 9.2 Ease of Doing Business With Average: 8.5 9.8 Ease of Setup Average: 9.3 9.2 Quality of Support Average: 9.6 9.9 Ease of Admin Average: 8.3 9.1 [Expand/Collapse EquityList](#) #11 [![EquityList](https://images.g2crowd.com/uploads/product/hd_favicon/73748a54180add61bbd44c570a6bac46/equitylist.svg)](/products/equitylist/reviews) [EquityList](/products/equitylist/reviews "EquityList") 56 [Expand/Collapse EquityList](#) Overall Satisfaction Score 56 Top Industries of Reviewers: Financial Services 35% Information Technology and Services 31% Computer Software 22% Biotechnology 12% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.4 Meets Requirements Average: 9.4 9.3 Ease of Doing Business With Average: 8.5 9.3 Ease of Setup Average: 9.3 9.2 Quality of Support Average: 9.6 9.8 Ease of Admin Average: 8.3 9.2 [Expand/Collapse Carta Equity Suite](#) #12 [![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg)](/products/carta-equity-suite/reviews) [Carta Equity Suite](/products/carta-equity-suite/reviews "Carta Equity Suite") 52 [Expand/Collapse Carta Equity Suite](#) Overall Satisfaction Score 52 Top Industries of Reviewers: Computer Software 55% Financial Services 22% Information Technology and Services 14% Internet 9% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 8.7 Meets Requirements Average: 9.4 8.7 Ease of Doing Business With Average: 8.5 7.8 Ease of Setup Average: 9.3 8.9 Quality of Support Average: 9.6 8.5 Ease of Admin Average: 8.3 8.5 [Expand/Collapse Pulley](#) #13 [![Pulley](https://images.g2crowd.com/uploads/product/hd_favicon/f006312fe437592fea355c815fb5637a/pulley-pulley.svg)](/products/pulley-pulley/reviews) [Pulley](/products/pulley-pulley/reviews "Pulley") 52 [Expand/Collapse Pulley](#) Overall Satisfaction Score 52 Top Industries of Reviewers: Computer Software 58% Information Technology and Services 24% Financial Services 11% Biotechnology 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.2 Meets Requirements Average: 9.4 9.2 Ease of Doing Business With Average: 8.5 9.3 Ease of Setup Average: 9.3 9.1 Quality of Support Average: 9.6 9.3 Ease of Admin Average: 8.3 8.9 [Expand/Collapse Fidelity Private Shares](#) #14 [![Fidelity Private Shares](https://images.g2crowd.com/uploads/product/hd_favicon/7191e0ac890a8b124bb48602e3173e9e/fidelity-private-shares.svg)](/products/fidelity-private-shares/reviews) [Fidelity Private Shares](/products/fidelity-private-shares/reviews "Fidelity Private Shares") 48 [Expand/Collapse Fidelity Private Shares](#) Overall Satisfaction Score 48 Top Industries of Reviewers: Computer Software 46% Biotechnology 23% Consumer Services 15% Financial Services 15% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 8.7 Meets Requirements Average: 9.4 9.4 Ease of Doing Business With Average: 8.5 10.0 Ease of Setup Average: 9.3 8.8 Quality of Support Average: 9.6 10.0 Ease of Admin Average: 8.3 8.6 [Expand/Collapse Remote](#) #15 [![Remote](https://images.g2crowd.com/uploads/product/hd_favicon/574877617d21ce85d9d2bb95ec42c7b4/remote.svg)](/products/remote/reviews) [Remote](/products/remote/reviews "Remote") 46 [Expand/Collapse Remote](#) Overall Satisfaction Score 46 Top Industries of Reviewers: Financial Services 29% Information Technology and Services 29% Accounting 29% Consumer Services 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.6 Meets Requirements Average: 9.4 9.7 Ease of Doing Business With Average: 8.5 0.0 Ease of Setup Average: 9.3 9.8 Quality of Support Average: 9.6 9.6 Ease of Admin Average: 8.3 0.0 [Expand/Collapse Ledgy](#) #16 [![Ledgy](https://images.g2crowd.com/uploads/product/hd_favicon/870c442507e2b1d97bf30e175c31bda7/ledgy.svg)](/products/ledgy/reviews) [Ledgy](/products/ledgy/reviews "Ledgy") 44 [Expand/Collapse Ledgy](#) Overall Satisfaction Score 44 Top Industries of Reviewers: Computer Software 32% Information Technology and Services 32% Financial Services 24% Venture Capital & Private Equity 12% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.3 Meets Requirements Average: 9.4 9.0 Ease of Doing Business With Average: 8.5 9.3 Ease of Setup Average: 9.3 9.0 Quality of Support Average: 9.6 9.3 Ease of Admin Average: 8.3 9.0 [Expand/Collapse Empower Stock Plan Services](#) #17 [![Empower Stock Plan Services](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e3b3d3e2cce163b4c0a9371172b48685/empower-stock-plan-services.png)](/products/empower-stock-plan-services/reviews) [Empower Stock Plan Services](/products/empower-stock-plan-services/reviews "Empower Stock Plan Services") 44 [Expand/Collapse Empower Stock Plan Services](#) Overall Satisfaction Score 44 Top Industries of Reviewers: Banking 36% Biotechnology 27% Accounting 18% Consumer Services 18% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.2 Meets Requirements Average: 9.4 9.3 Ease of Doing Business With Average: 8.5 9.3 Ease of Setup Average: 9.3 8.9 Quality of Support Average: 9.6 10.0 Ease of Admin Average: 8.3 9.0 [Expand/Collapse Motilal Oswal](#) #18 [![Motilal Oswal](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3d3c15dee97a3558cf87660b982ac0d0/motilal-oswal.jpg)](/products/motilal-oswal/reviews) [Motilal Oswal](/products/motilal-oswal/reviews "Motilal Oswal") 39 [Expand/Collapse Motilal Oswal](#) Overall Satisfaction Score 39 Top Industries of Reviewers: Investment Management 50% Accounting 25% Consumer Services 13% Investment Banking 13% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 9.8 Meets Requirements Average: 9.4 9.9 Ease of Doing Business With Average: 8.5 0.0 Ease of Setup Average: 9.3 9.9 Quality of Support Average: 9.6 8.7 Ease of Admin Average: 8.3 0.0 [Expand/Collapse Certent](#) #19 [![Certent](https://images.g2crowd.com/uploads/product/hd_favicon/334df80e3cebd723e58f0e8b955110be/certent.svg)](/products/certent/reviews) [Certent](/products/certent/reviews "Certent") 38 [Expand/Collapse Certent](#) Overall Satisfaction Score 38 Top Industries of Reviewers: Biotechnology 30% Banking 28% Oil & Energy 26% Financial Services 16% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 8.8 Meets Requirements Average: 9.4 9.2 Ease of Doing Business With Average: 8.5 9.4 Ease of Setup Average: 9.3 8.4 Quality of Support Average: 9.6 9.2 Ease of Admin Average: 8.3 9.0 [Expand/Collapse trica equity](#) #20 [![trica equity](https://images.g2crowd.com/uploads/product/hd_favicon/0b629cb43223b4ea0c3f1f1f71147ed9/trica-equity.svg)](/products/trica-equity/reviews) [trica equity](/products/trica-equity/reviews "trica equity") 29 [Expand/Collapse trica equity](#) Overall Satisfaction Score 29 Top Industries of Reviewers: Financial Services 38% Computer Software 24% Consumer Goods 19% Information Technology and Services 19% Ratings from Reviews (out of 10): Ease of Use Average: 9.3 8.9 Meets Requirements Average: 9.4 8.9 Ease of Doing Business With Average: 8.5 9.1 Ease of Setup Average: 9.3 8.7 Quality of Support Average: 9.6 8.7 Ease of Admin Average: 8.3 8.9