---
title: Equify Reviews
meta_title: 'Equify Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Equify works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Equify Reviews
**Vendor:** Equify  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 1
## About Equify
Equify intelligently centralizes all the legal and financial information of your shareholding. With Equify, take back control.




## Equify Reviews
  ### 1. Goes the good way

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 13, 2022

**What do you like best about Equify?**

I like the timeline on the corporate history.

**What do you dislike about Equify?**

The template feature should be improved.

**What problems is Equify solving and how is that benefiting you?**

Corporate historic, employee equity management, database


## Equify Discussions
  - [What is Equify used for?](https://www.g2.com/discussions/what-is-equify-used-for)

- [View Equify pricing details and edition comparison](https://www.g2.com/products/equify/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-12+13%3A47%3A51+-0500&secure%5Bsession_id%5D=6a9a3415-118d-4abe-87ca-63f221df116e&secure%5Btoken%5D=3eb5273ce6d325c3b7a5bce1af4dc502e45e68f4280f6202b9e5b5ad3325b6b5&format=llm_user)

## Equify Features
**Platform Basics**
- Reporting
- Investor Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Platform Data**
- Visualization
- Platform Search
- Dashboard
- Activity Dashboard

**Platform Content**
- File Sharing

**Platform Additional Functionality**
- Cap Table
- 409a
- Public Equity

**Agentic AI - Equity Management**
- Autonomous Task Execution

**Additional Functionality**
- Audit Management
- Vesting Management
- Workflow Management
- Forecasting
- Alerts/Notifications
- Audit Trail
- Performance Metrics
- Portfolio Management
- CRM
- API
- Third-Party Integrations
- Scenario Planning
- AI Copilot
- Grant Management
- Compliance Management
- Financial Analysis
- Multi-Currency
- Financial Modeling
- Financial Management
- Real-Time Data
- Transaction History
- Role-Based Permissions
- Deal Management
- Generative AI
- Document Management
- Valuation Management
- Customizable Reports
- Real-Time Analytics
- Document Storage
- Client Portal
- Reporting & Statistics
- Activity Tracking

## Top Equify Alternatives
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