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Equiniti

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53 reviews
  • 4 profiles
  • 6 categories
Average star rating
4.4
Serving customers since
1988
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Astrella

51 reviews

Astrella is an cloud-based SaaS solution. We provide companies a platform to streamline their ownership data, including cap table and employee equity plans. In addition, Astrella utilizes blockchain technology allowing you to have an uncontested genealogy of a share. Our equity management platform provides one source of truth for employers, employees, and services firms who often support these efforts, including law, PE, VC, and accounting firms, eliminating the potential for error that comes with utilizing spreadsheets. Offering financial reporting, such as ASC 718, Fully Diluted Cap Table, Waterfall Analysis, 409a Valuation, live customer service, electronic granting of certificates with an online portal for your shareholders and employees. Related Keywords: Modeling, Exit Modeling, Cap management, cap table reporting, SAFEs, Warrant, Stock options, PIUs, Restricted awards (RSUs), equity financial reporting, stock certificates, grant agreement. Private equity management.

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Enterprise Complaints Management

2 reviews

Complaints Management enables the effective development and more profitable relationships with the customers.

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Core Pancredit

0 reviews

PanCredit is is a loan applicaiton, administration, and collections system that enables banks and financial institutions to offer functionality in a single, integrated application.

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Equiniti Case Management

0 reviews

Case Management helps the public and private sector organizations to improve their business process operations, with particular emphasis on keeping highly regulated industries compliant with both legal and best practice requirements.

Profile Name

Star Rating

35
17
0
0
1

Equiniti Reviews

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Profile Name
Star Rating
35
17
0
0
1
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
10/24/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Astrella - Best SaaS Tool for Equity Management

Simple UI, Great Support, Competitive Pricing
David M.
DM
David M.
Investment Associate
10/24/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

East to use and understand

Scenario Planning Tools and Cap Table Management
Adil A.
AA
Adil A.
Day Trader | Finance | Portfolio Manager | Venture Capital and Private Equity Principals | Investment Research Analyst
10/23/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

I currently track all of our shares on an excel sheet, and it can get very messy and confusing fast.

Astrella offers a highly cost-effective solution that competes favorably with established industry leaders such as Carta. We have gained access to their software and received a valuation that is priced at less than half the cost of the software alone compared to what competitors offer.

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HQ Location:
New York, USA

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What is Equiniti?

Equiniti is a leading financial services provider specializing in technology-driven solutions for the administration of pensions, stock plans, and shareholder services. With a focus on enhancing client engagement and operational efficiency, Equiniti offers a range of services designed to support businesses in managing their financial and employee-related programs effectively. For more information, visit their website at [equinitipancredit.com](https://equinitipancredit.com/).

Details

Year Founded
1988
Ownership
LSE:EQN
Website
equiniti.com