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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

Review Filters
Profile Name
Star Rating
35
17
0
0
1
Bolor N.
BN
Bolor N.
04/18/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Astrella review

I like the ease of adding common and preferred shares onto the platform and adding shareholders. I like how each shareholder's information is uniquely saved separately.
Daylin F.
DF
Daylin F.
02/09/2023
Validated Reviewer
Verified Current User
Review source: Organic

COO & CFO

Centralized location for corporate docs and cap table docs. Secure way to share sensitive files with stakeholders. Assists with investor reporting and document generation.
Verified User in Investment Management
AI
Verified User in Investment Management
08/26/2022
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Astrella's people make it the standout Company that it is. Its customer service is truly unmatched.

The people are what I like best about Astrella. Every single person I have met at Astrella has made me and my Company feel that we are its only customer. They are always quick to respond to all questions and emails and always provide solutions to any problems that may arise. The attitude and approach to help provide us with exactly what we are looking for is truly unmatched. There have been multiple times where our account needed further customization, and Astrella always rose to the occasion and wanted to help us achieve what we needed. They always go above and beyond to please the customers. I have especially loved working with Don Gillotti and Blake Wilson. I continue to be impressed with their commitment to us.

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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