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Top Free Stock Plan Administration Software

Check out our list of free Stock Plan Administration Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Stock Plan Administration Software to ensure you get the right product.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
5 Stock Plan Administration Products Available
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View all Stock Plan Administration Software
Eqvista
(118)4.9 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Eqvista combines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technol

    Users
    No information available
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 50% Mid-Market
    • 46% Small-Business
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Kevin Z.
    KZ
    As someone who lives and breathes performance data, I value Eqvista's Real-Time Company Valuation above all else. It eliminates guesswork. Before,... Read review
    Derek F.
    DF
    The Eqvista Real-Time Company Valuation feature is a game-changer. Needing a compliant 409A valuation used to mean pausing critical decisions for... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Eqvista
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    Twitter
    @eqvista
    376 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    53 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Eqvista combines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technol

Users
No information available
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 50% Mid-Market
  • 46% Small-Business
Kevin Z.
KZ
As someone who lives and breathes performance data, I value Eqvista's Real-Time Company Valuation above all else. It eliminates guesswork. Before,... Read review
Derek F.
DF
The Eqvista Real-Time Company Valuation feature is a game-changer. Needing a compliant 409A valuation used to mean pausing critical decisions for... Read review
Seller Details
Seller
Eqvista
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@eqvista
376 Twitter followers
LinkedIn® Page
www.linkedin.com
53 employees on LinkedIn®
Astrella
(50)4.6 out of 5
Save to My Lists
Entry Level Price:$1,200.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Astrella is a cloud-based Software as a Service (SaaS) solution designed to help companies efficiently manage their ownership data, including capitalization tables (cap tables) and employee equity pla

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 76% Small-Business
    • 16% Mid-Market
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Bolor N.
    BN
    I like the ease of adding common and preferred shares onto the platform and adding shareholders. I like how each shareholder's information is... Read review
    Caleb M.
    CM
    Astrella is very affordable and provides a product that rivals Carta and other big names in the space. We received access to the software and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Equiniti
    Year Founded
    1988
    HQ Location
    New York, USA
    LinkedIn® Page
    www.linkedin.com
    5,639 employees on LinkedIn®
    Ownership
    LSE:EQN
    Total Revenue (USD mm)
    $529
Product Description
How are these determined?Information
This description is provided by the seller.

Astrella is a cloud-based Software as a Service (SaaS) solution designed to help companies efficiently manage their ownership data, including capitalization tables (cap tables) and employee equity pla

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 76% Small-Business
  • 16% Mid-Market
Bolor N.
BN
I like the ease of adding common and preferred shares onto the platform and adding shareholders. I like how each shareholder's information is... Read review
Caleb M.
CM
Astrella is very affordable and provides a product that rivals Carta and other big names in the space. We received access to the software and... Read review
Seller Details
Seller
Equiniti
Year Founded
1988
HQ Location
New York, USA
LinkedIn® Page
www.linkedin.com
5,639 employees on LinkedIn®
Ownership
LSE:EQN
Total Revenue (USD mm)
$529
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Fidelity Private Shares
(31)4.8 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 77% Small-Business
    • 13% Mid-Market
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Seth R.
    SR
    I had bids from both Carta and Shoobx and I was extremely tempted by Carta at first. They offered me several incentives, and they have a bigger... Read review
    Otto H.
    OH
    I've been running our company legal and Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fidelity
    Company Website
    Year Founded
    1946
    HQ Location
    Boston, US
    Twitter
    @Fidelity
    394,466 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    83,967 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management

Users
No information available
Industries
  • Computer Software
Market Segment
  • 77% Small-Business
  • 13% Mid-Market
Seth R.
SR
I had bids from both Carta and Shoobx and I was extremely tempted by Carta at first. They offered me several incentives, and they have a bigger... Read review
Otto H.
OH
I've been running our company legal and Read review
Seller Details
Seller
Fidelity
Company Website
Year Founded
1946
HQ Location
Boston, US
Twitter
@Fidelity
394,466 Twitter followers
LinkedIn® Page
www.linkedin.com
83,967 employees on LinkedIn®
Ledgy
(63)4.7 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tas

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 43% Small-Business
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Alexandre G.
    AG
    Two of the best features for me are the ability to create scenarios for the future and directly and easily see the impact in terms of dilution and... Read review
    Verified User in Financial Services
    AF
    1. Equity Management - eliminates manual tasks such as spreadsheet record-keeping and the manual issuance of equity grants. This is a massive... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ledgy
    Year Founded
    2017
    HQ Location
    Zurich, Zurich
    Twitter
    @Ledgy
    666 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    74 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tas

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 43% Small-Business
Alexandre G.
AG
Two of the best features for me are the ability to create scenarios for the future and directly and easily see the impact in terms of dilution and... Read review
Verified User in Financial Services
AF
1. Equity Management - eliminates manual tasks such as spreadsheet record-keeping and the manual issuance of equity grants. This is a massive... Read review
Seller Details
Seller
Ledgy
Year Founded
2017
HQ Location
Zurich, Zurich
Twitter
@Ledgy
666 Twitter followers
LinkedIn® Page
www.linkedin.com
74 employees on LinkedIn®
Shareworks by Morgan Stanley
(32)3.8 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Andrew S.
    AS
    The Realtime access to Cap table information and ability to make changes on demand. 409A valuation and Stock Comp Expense are great features that... Read review
    Joseph N.
    JN
    CapShare gives you the power to quickly spot holders of shares and stock with just a click. You are also able to view the details of the holders... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Morgan Stanley Smith Barney
    Year Founded
    1935
    HQ Location
    New York, New York, United States
    Twitter
    @MorganStanley
    732,126 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    95,264 employees on LinkedIn®
    Ownership
    NYSE: MS
Product Description
How are these determined?Information
This description is provided by the seller.

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

Users
No information available
Industries
  • Computer Software
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
Andrew S.
AS
The Realtime access to Cap table information and ability to make changes on demand. 409A valuation and Stock Comp Expense are great features that... Read review
Joseph N.
JN
CapShare gives you the power to quickly spot holders of shares and stock with just a click. You are also able to view the details of the holders... Read review
Seller Details
Seller
Morgan Stanley Smith Barney
Year Founded
1935
HQ Location
New York, New York, United States
Twitter
@MorganStanley
732,126 Twitter followers
LinkedIn® Page
www.linkedin.com
95,264 employees on LinkedIn®
Ownership
NYSE: MS