Best Enterprise Equity Management Software

How Many Equity Management Software Products Does G2 Track?

Total Products under this Category: 92

Category Stats (Sep 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Vestd (+0.28%) - Among all products in this category, Vestd recorded the largest rating increase compared to last month

Last updated: September 15, 2026

How Does G2 Rank Equity Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,000+ Authentic Reviews
  • 92+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Equity Management Software

G2 Grid® for Equity Management Software plotting products by satisfaction and market presence

Highlighted products: Qapita, J.P.Morgan Workplace Solutions, Optio Incentives, ShareForce, Certent, Carta Equity Suite, Shareworks by Morgan Stanley, and Xumane Equity.

Underlying data: [Grid® JSON](https://www.g2.com/categories/equity-management/grids.json?focus%5B%5D=qapita&focus%5B%5D=j-p-morgan-workplace-solutions&focus%5B%5D=optio-incentives&focus%5B%5D=shareforce&focus%5B%5D=certent&focus%5B%5D=carta-equity-suite&focus%5B%5D=shareworks-by-morgan-stanley&focus%5B%5D=xumane-equity&segment=enterprise)

Qapita

Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports over 3,000 clients across the globe, while engaging their investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform offers cap table and equity management tools for founders, finance, legal, reward and HR teams, and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. Complementing their platform, Qapita offers equity compensation and equity and cash incentive plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees. For more information, visit us at https://www.qapita.com/ Request a FREE demo by clicking the button on the top right of this page

Average Rating: 4.6/5.0

Total Reviews: 335

How Do G2 Users Rate Qapita?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.9/10 (Category avg: 8.4/10)
  • Dashboard: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Qapita?

  • Seller: Qapita
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Singapore, Singapore
  • Twitter: @qapita
    294 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    519 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Company Secretary
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 49% Medium, 25% Large

What Do G2 Reviewers Say About Qapita?

AI-generated summary from verified user reviews

Pros
  • Users find Qapita's interface easy to use, benefiting from quick guidance and clear communication tools.
  • Users commend the exceptional customer support of Qapita, noting responsiveness and assistance during onboarding and operations.
  • Users value the efficient ESOP management of Qapita, appreciating its user-friendly features and excellent customer support.
  • Users commend the helpfulness of the Qapita team, highlighting their responsiveness and cooperative approach throughout the process.
  • Users praise Qapita for its centralized and efficient ESOP management, coupled with exceptional support from the knowledgeable team.
Cons
  • Users are frustrated by the limited customization options in Qapita, hindering tailored reporting and overall efficiency.
  • Users experience limited responsiveness and occasional delays, impacting effective communication and timely resolutions.
  • Users find the complex reporting process cumbersome due to limited customization and inefficiencies in reconciliation.
  • Users often experience poor customer support, leading to communication delays and challenges in utilizing the product effectively.
  • Users face significant workflow inefficiencies due to inflexibility in customization and excessive clicks for navigation.

What Are Recent G2 Reviews of Qapita?

What Are G2 Users Discussing About Qapita?

J.P.Morgan Workplace Solutions

Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day administration so you don’t have to. We provide your participants with their own personalized account for easy transacting and access to education and support. Specialist services for your senior leaders and dedicated support for you and your employees. Contact us today to understand how we can help you unlock the power of equity compensation. To read our full company disclaimer, visit jpmorganworkplacesolutions.com.

Average Rating: 4.8/5.0

Total Reviews: 161

How Do G2 Users Rate J.P.Morgan Workplace Solutions?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Public Equity: 9.2/10 (Category avg: 8.4/10)
  • Dashboard: 9.4/10 (Category avg: 9.2/10)

Who Is the Company Behind J.P.Morgan Workplace Solutions?

  • Seller: JPMorgan Chase
  • Company Website:
  • HQ Location: New York, NY
  • Twitter: @jpmorgan
    848,388 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    238,350 employees on LinkedIn®
  • Ownership: NYSE:JPM

Who Uses This Product?

  • Who Uses This: CEO, Co-Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 79% Small, 12% Medium

What Do G2 Reviewers Say About J.P.Morgan Workplace Solutions?

AI-generated summary from verified user reviews

Pros
  • Users value the outstanding onboarding support and intuitive functionality of J.P.Morgan Workplace Solutions for Cap Table management.
  • Users value the excellent customer support of J.P. Morgan Workplace Solutions, aiding them throughout onboarding and beyond.
  • Users value the ease of use of J.P.Morgan Workplace Solutions, praising its user-friendly interface and excellent support.
  • Users commend the outstanding onboarding process of J.P. Morgan Workplace Solutions, providing essential support for new founders.
  • Users praise the excellent support and ease of use of J.P. Morgan Workplace Solutions, enhancing startup management.
Cons
  • Users find the limited features of J.P. Morgan Workplace Solutions not suitable for early-stage start-ups.
  • Users find onboarding issues challenging, necessitating training for effective platform utilization among multiple users.
  • Users face challenges with manual operations as the Cap Table lacks integration with third-party systems, complicating updates.
  • Users experienced some technical issues initially, causing delays in setup before enjoying a positive overall experience.

What Are Recent G2 Reviews of J.P.Morgan Workplace Solutions?

What Are G2 Users Discussing About J.P.Morgan Workplace Solutions?

Optio Incentives

Optio Incentives is a comprehensive equity management platform designed to streamline stock plan administration for companies of all sizes. This innovative solution caters to organizations looking to efficiently manage their equity programs across a global landscape, encompassing 130 countries. By leveraging a combination of advanced technology and expert support, Optio Incentives simplifies the complexities associated with equity management, ensuring that businesses can focus on their core operations while effectively handling their incentive programs. Targeted at businesses ranging from startups to established corporations, Optio Incentives serves a diverse clientele, including over 500 organizations worldwide. The platform is particularly beneficial for companies that require a robust system to manage their equity awards, track employee performance, and generate financial reports that comply with both global standards and local regulations. This makes it an ideal choice for HR professionals, finance teams, and executives who need a reliable solution to navigate the intricacies of equity compensation. Key features of Optio Incentives include clear participant communications, powerful financial reporting capabilities, and flexible global shareholding options. The user-friendly interface allows companies to manage awards effortlessly, ensuring that employees are well-informed about their equity holdings and the performance of their stock plans. Additionally, the platform's reporting tools enable organizations to generate accurate and insightful reports, which can be crucial for decision-making and compliance purposes. What sets Optio Incentives apart is its commitment to being an equity partner for its clients. By combining cutting-edge technology with specialized equity knowledge, the platform supports both local and global businesses, whether they are private or public. This unique approach empowers organizations to build and scale incentive programs that not only meet regulatory requirements but also drive employee engagement and retention. With Optio Incentives, companies can create impactful equity plans that align with their strategic goals and enhance their overall compensation strategies.

Average Rating: 4.9/5.0

Total Reviews: 67

How Do G2 Users Rate Optio Incentives?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Public Equity: 9.0/10 (Category avg: 8.4/10)
  • Dashboard: 9.1/10 (Category avg: 9.2/10)

Who Is the Company Behind Optio Incentives?

  • Seller: Optio Incentives
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Oslo, NO
  • LinkedIn® Page: www.linkedin.com
    143 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 49% Medium, 29% Large

What Do G2 Reviewers Say About Optio Incentives?

AI-generated summary from verified user reviews

Pros
  • Users commend the extraordinary customer support from Optio Incentives, noting their responsiveness and dedication to satisfaction.
  • Users commend the dedicated and responsive team at Optio Incentives for ensuring customer satisfaction and solutions.
  • Users find Optio Incentives easy to use, appreciating its adaptability and excellent customer support from day one.
  • Users praise the intuitive interface and clear reporting of Optio Incentives for efficient equity management.
  • Users praise the user-friendly interface of Optio Incentives, noting its smooth functionality and intuitive navigation.
Cons
  • Users note the manual operations required, highlighting a need for more automation and streamlined processes in Optio Incentives.
  • Users note that complex reporting features require improvement and more flexibility for effective analysis and planning.
  • Users note the lack of instructions for complex setups, requiring extensive support for optimal use of the product.
  • Users experience limited features, lacking essential tools like export functions for complex scenario modeling.
  • Users find the access limitations frustrating, specifically due to outdated authentication methods like one-time codes.

What Are Recent G2 Reviews of Optio Incentives?

ShareForce

Ranked #3 in EMEA and #5 on the Momentum Grid in G2’s Spring 2026 Equity Management reports. ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform caters to a diverse range of businesses, from private companies implementing deferred bonus plans to growing enterprises preparing for an initial public offering (IPO) and publicly listed companies issuing performance shares to retain talent. By consolidating these functions into a single, user-friendly interface, ShareForce streamlines the incentive plan lifecycle for all stakeholders involved. The target audience for ShareForce includes human resources professionals, finance teams, and executive management across different sectors. Companies of varying sizes can benefit from its capabilities, whether they are looking to enhance employee engagement through incentive programs or ensure compliance with regulatory requirements. ShareForce is particularly valuable for organizations that require a robust system to manage complex equity compensation plans, as it simplifies the intricacies of tracking and reporting. Key features of ShareForce include its advanced technology that facilitates real-time data management, automated reporting, and seamless integration with existing HR and financial systems. Users can easily access detailed insights into their incentive plans, enabling informed decision-making and strategic planning. Additionally, ShareForce offers specialized support services, ensuring that clients receive hands-on assistance throughout the implementation and ongoing use of the platform. This combination of technology and support empowers organizations to navigate the complexities of incentive plan management with confidence. The benefits of using ShareForce extend beyond mere efficiency. By providing a centralized solution for incentive plan administration, organizations can reduce the risk of errors and enhance compliance with financial regulations. The platform's reporting capabilities allow for greater transparency and accountability, fostering trust among employees and stakeholders alike. Furthermore, ShareForce’s ability to adapt to various incentive structures means that companies can tailor their plans to meet specific organizational goals, ultimately driving employee performance and retention. In a competitive landscape where attracting and retaining talent is crucial, ShareForce stands out by offering a holistic approach to incentive plan management. Its blend of innovative technology and dedicated support ensures that organizations can effectively implement and manage their incentive programs, making it an essential tool for companies aiming to optimize their compensation strategies.

Average Rating: 4.8/5.0

Total Reviews: 60

How Do G2 Users Rate ShareForce?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Reporting: 9.0/10 (Category avg: 8.8/10)
  • Public Equity: 8.8/10 (Category avg: 8.4/10)
  • Dashboard: 8.9/10 (Category avg: 9.2/10)

Who Is the Company Behind ShareForce?

  • Seller: ShareForce
  • Company Website:
  • Year Founded: 2015
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    84 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Mining & Metals
  • Company Size: 58% Large, 35% Medium

What Do G2 Reviewers Say About ShareForce?

AI-generated summary from verified user reviews

Pros
  • Users praise ShareForce for their exceptional customer support, marked by professionalism, responsiveness, and proactive communication.
  • Users value the implementation ease of ShareForce, appreciating the smooth process and tailored solutions for their needs.
  • Users value the efficient reporting capabilities of ShareForce, which streamline processes and enhance overall productivity.
  • Users find ShareForce to be an easy-to-use platform, enhancing management of incentives and stock programs effectively.
  • Users commend the hands-on and responsive support of ShareForce, ensuring a smooth implementation experience.
Cons
  • Users find the complex reporting of ShareForce limits flexibility and efficiency in data management and analysis.
  • Users note a lack of instructions during onboarding, though support is proactive and helpful in addressing gaps.
  • Users face poor customer support challenges, despite occasional responsiveness, leading to frustrating adjustment processes.
  • Users face technical issues like SSO problems and lack of tracking features, though support is helpful.
  • Users are facing workflow inefficiencies due to limited reporting flexibility and processing capabilities in ShareForce.

What Are Recent G2 Reviews of ShareForce?

Certent

Certent is an equity management software that streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Equity Administration Streamline the entire equity process from grant processing through to exercise and settlement. Equity Financial Reporting Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform. Broker & HR Payroll Connectors Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database. Equity Compensation Services Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs. Cap Table Management Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.

Average Rating: 4.4/5.0

Total Reviews: 116

How Do G2 Users Rate Certent?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Reporting: 8.7/10 (Category avg: 8.8/10)
  • Public Equity: 8.4/10 (Category avg: 8.4/10)
  • Dashboard: 8.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Certent?

  • Seller: insightsoftware
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • Twitter: @insightsoftware
    801 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,273 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Biotechnology, Banking
  • Company Size: 53% Medium, 36% Large

What Do G2 Reviewers Say About Certent?

AI-generated summary from verified user reviews

Pros
  • Users find Certent to be very easy to use, enhancing their experience with efficient features and excellent support.
  • Users highly value Certent's exceptional customer support, especially the responsiveness of their dedicated Client Services Manager, Tina Carlson.
  • Users value the reporting efficiency of Certent, enabling seamless tracking of stock-based compensation and disclosures.
  • Users value the intuitive reporting features of Certent that effectively support stock compensation tracking and disclosures.
  • Users value the organized equity tracking in Certent, simplifying management and enhancing understanding of complex data.
Cons
  • Users find the UX improvement necessary, citing a confusing interface and elevated learning curve as frustrations.
  • Users find the difficult implementation of Certent challenging, often requiring excessive communication for changes and reporting.
  • Users find the user-friendliness lacking, especially in report creation and making system changes, needing constant support.
  • Users face limited customization options with Certent, making it challenging to create and update reports effectively.
  • Users find the navigation difficult, experiencing a steep learning curve and clunky transitions between reports.

What Are Recent G2 Reviews of Certent?

What Are G2 Users Discussing About Certent?

Carta Equity Suite

Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates.

Average Rating: 4.3/5.0

Total Reviews: 232

How Do G2 Users Rate Carta Equity Suite?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Reporting: 8.2/10 (Category avg: 8.8/10)
  • Public Equity: 8.6/10 (Category avg: 8.4/10)
  • Dashboard: 8.6/10 (Category avg: 9.2/10)

Who Is the Company Behind Carta Equity Suite?

  • Seller: Carta
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • Twitter: @cartainc
    29,004 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9,187 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, CFO
  • Top Industries: Computer Software, Financial Services
  • Company Size: 49% Medium, 44% Small

What Do G2 Reviewers Say About Carta Equity Suite?

AI-generated summary from verified user reviews

Pros
  • Users find Carta Equity Suite to be user-friendly and intuitive, simplifying complex equity management tasks efficiently.
  • Users value the streamlined management of equity with Carta, praising its user-friendly interface and reliable features.
  • Users commend the clean and intuitive interface of Carta, making equity management straightforward and efficient.
  • Users rave about the fantastic Cap Table Management tool, offering real-time visibility and simplifying equity tracking.
  • Users appreciate the simplicity of managing equity and cap tables with Carta, enhancing navigation and efficiency.
Cons
  • Users find Carta Equity Suite to be too expensive, especially for smaller teams and mid-sized companies.
  • Users experience onboarding issues with Carta, finding it confusing and slow, especially for newcomers to equity plans.
  • Users find the reporting options complex, requiring a steep learning curve and limiting customization flexibility.
  • Users report poor customer support, noting difficulties in reaching help and slow response times during critical periods.
  • Users note that the navigation complexity of Carta Equity Suite can hinder overall user experience and ease of use.

What Are Recent G2 Reviews of Carta Equity Suite?

What Are G2 Users Discussing About Carta Equity Suite?

Shareworks by Morgan Stanley

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 equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compensation strategy planning tools.

Average Rating: 3.8/5.0

Total Reviews: 32

How Do G2 Users Rate Shareworks by Morgan Stanley?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Reporting: 7.8/10 (Category avg: 8.8/10)
  • Public Equity: 8.5/10 (Category avg: 8.4/10)
  • Dashboard: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Shareworks by Morgan Stanley?

  • Seller: Morgan Stanley Smith Barney
  • Year Founded: 1935
  • HQ Location: New York, New York, United States
  • Twitter: @MorganStanley
    752,657 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    95,264 employees on LinkedIn®
  • Ownership: NYSE: MS

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 41% Medium, 38% Large

What Do G2 Reviewers Say About Shareworks by Morgan Stanley?

AI-generated summary from verified user reviews

Cons
  • Users find the lack of mobile accessibility in Shareworks problematic, affecting seamless interaction and overall trust in the platform.
  • Users find Shareworks by Morgan Stanley clunky and inconsistent, raising concerns about the brand's commitment to user experience.

What Are Recent G2 Reviews of Shareworks by Morgan Stanley?

What Are G2 Users Discussing About Shareworks by Morgan Stanley?

Xumane Equity

Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error-free and paperless experience which is customized to suit the needs of the user and ensures that it is a one-stop destination for any information which the stakeholders require with pinpoint accuracy. Xumane Equity also helps in measuring and analysing KPIs and facilitates the creation of any data model based on the scenario, which has helped a lot of our clients in effectively tracking their performance with respect to their goals. We at Xumane Equity are determined to help our clients on their path to being successful organizations.

Average Rating: 5.0/5.0

Total Reviews: 65

How Do G2 Users Rate Xumane Equity?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Reporting: 9.9/10 (Category avg: 8.8/10)
  • Public Equity: 9.9/10 (Category avg: 8.4/10)
  • Dashboard: 9.9/10 (Category avg: 9.2/10)

Who Is the Company Behind Xumane Equity?

  • Seller: Vega HR
  • Year Founded: 2019
  • HQ Location: Dover, Delaware
  • Twitter: @VegaHR4
    167 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Human Resources
  • Company Size: 45% Medium, 34% Small

What Do G2 Reviewers Say About Xumane Equity?

AI-generated summary from verified user reviews

Pros
  • Users value the comprehensive dashboard of Xumane Equity, making ESOP management and ownership tracking effortless.
  • Users appreciate the automation of compliance tasks with Xumane Equity, significantly reducing errors and improving efficiency.
  • Users appreciate the easy navigation and comprehensive dashboard of Xumane Equity, making cap table management stress-free.
  • Users value the comprehensive access of Xumane Equity, facilitating informed decisions with its insightful dashboard and reports.
  • Users love the intuitive dashboard of Xumane Equity, providing comprehensive insights and seamless real-time tracking for ESOPs.
Cons
  • Users suggest that a more personalized user interface could significantly enhance the overall experience with Xumane Equity.

What Are Recent G2 Reviews of Xumane Equity?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated