Best Software for 2025 is now live!

Top Free Equity Management Software

Check out our list of free Equity Management 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 Equity Management Software to ensure you get the right product.

View Free Equity Management Software

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.
21 Equity Management Products Available
(195)4.4 out of 5
Optimized for quick response
14th Easiest To Use in Equity Management software
View top Consulting Services for Carta
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue secu

    Users
    • CEO
    • CFO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 49% Small-Business
    • 46% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Carta features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Reporting
    Average: 8.7
    8.8
    Equity Governance
    Average: 8.3
    8.8
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Accounting
    AA
    Carta is great, especially for a small to a midsized private company. The platform is easy to navigate, with helpful resources. The customer... Read review
    Verified User in Computer Software
    AC
    The software works okay for cap table management - no problems there. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Carta
    Company Website
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @cartainc
    28,074 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,983 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue secu

Users
  • CEO
  • CFO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 49% Small-Business
  • 46% Mid-Market
Carta features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.1
8.5
Reporting
Average: 8.7
8.8
Equity Governance
Average: 8.3
8.8
Dashboard
Average: 9.1
Verified User in Accounting
AA
Carta is great, especially for a small to a midsized private company. The platform is easy to navigate, with helpful resources. The customer... Read review
Verified User in Computer Software
AC
The software works okay for cap table management - no problems there. Read review
Seller Details
Seller
Carta
Company Website
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@cartainc
28,074 Twitter followers
LinkedIn® Page
www.linkedin.com
1,983 employees on LinkedIn®
(167)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Equity Management software
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.

    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 ove

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 46% Mid-Market
    • 34% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Qapita features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Reporting
    Average: 8.7
    9.0
    Equity Governance
    Average: 8.3
    9.0
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Khurram Khalil J.
    KJ
    I love the amount of regular support that was provided to get us set up and at the price point. The structure of the contract did not feel like it... Read review
    AM
    Qapita had a easy to use platform and designed to tackle the practical challenges Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Qapita
    Company Website
    Year Founded
    2019
    HQ Location
    Singapore, Singapore
    Twitter
    @qapita
    245 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    380 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 ove

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 46% Mid-Market
  • 34% Small-Business
Qapita features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.0
Reporting
Average: 8.7
9.0
Equity Governance
Average: 8.3
9.0
Dashboard
Average: 9.1
Khurram Khalil J.
KJ
I love the amount of regular support that was provided to get us set up and at the price point. The structure of the contract did not feel like it... Read review
AM
Qapita had a easy to use platform and designed to tackle the practical challenges Read review
Seller Details
Seller
Qapita
Company Website
Year Founded
2019
HQ Location
Singapore, Singapore
Twitter
@qapita
245 Twitter followers
LinkedIn® Page
www.linkedin.com
380 employees on LinkedIn®

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(112)4.7 out of 5
5th Easiest To Use in Equity Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table managemen

    Users
    No information available
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 54% Small-Business
    • 41% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EquityList features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Reporting
    Average: 8.7
    8.7
    Equity Governance
    Average: 8.3
    9.2
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Rajesh R.
    RR
    Tool is exceptionally user-friendly and intuitive, making it easy for employees to manage their stock options and participate in the company's... Read review
    Nivedita M.
    NM
    Product and Support of the team. Ontime delivery as promised. The team support is immense. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    New Delhi, Delhi
    Twitter
    @EquityListHQ
    904 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table managemen

Users
No information available
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 54% Small-Business
  • 41% Mid-Market
EquityList features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.8
Reporting
Average: 8.7
8.7
Equity Governance
Average: 8.3
9.2
Dashboard
Average: 9.1
Rajesh R.
RR
Tool is exceptionally user-friendly and intuitive, making it easy for employees to manage their stock options and participate in the company's... Read review
Nivedita M.
NM
Product and Support of the team. Ontime delivery as promised. The team support is immense. Read review
Seller Details
Year Founded
2020
HQ Location
New Delhi, Delhi
Twitter
@EquityListHQ
904 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
(116)4.7 out of 5
7th Easiest To Use in Equity Management software
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Entry Level Price:Starting at $1,200.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pulley is an equity management platform for startups and growth-stage companies. Founders and finance teams use Pulley to manage cap tables, get 409A valuations, and issue employee equity with clarity

    Users
    • CEO
    • Co-Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 89% Small-Business
    • 3% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pulley features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    9.1
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Ali A.
    AA
    It's really built for my use case as a founders. It tells me what I need, when I need it. A lot of other providers terrify me, there's a lot of... Read review
    Brad D.
    BD
    Hands-on support, easy interface, flexibility to update cap tabel, and cost. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Pulley
    Company Website
    Year Founded
    2019
    HQ Location
    San Francisco, CA
    Twitter
    @pulley
    LinkedIn® Page
    www.linkedin.com
    78 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pulley is an equity management platform for startups and growth-stage companies. Founders and finance teams use Pulley to manage cap tables, get 409A valuations, and issue employee equity with clarity

Users
  • CEO
  • Co-Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 89% Small-Business
  • 3% Mid-Market
Pulley features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
8.7
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
9.1
Dashboard
Average: 9.1
Ali A.
AA
It's really built for my use case as a founders. It tells me what I need, when I need it. A lot of other providers terrify me, there's a lot of... Read review
Brad D.
BD
Hands-on support, easy interface, flexibility to update cap tabel, and cost. Read review
Seller Details
Seller
Pulley
Company Website
Year Founded
2019
HQ Location
San Francisco, CA
Twitter
@pulley
LinkedIn® Page
www.linkedin.com
78 employees on LinkedIn®
(77)4.9 out of 5
4th Easiest To Use in Equity Management software
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    We are Cake and we're on a mission to empower startups by making simple and fast. Bringing decades of experience from startups, scale-ups, legal partners, entrepreneurs, and Fortune 500 companies, we

    Users
    • CEO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 86% Small-Business
    • 13% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cake Equity features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    9.1
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Vincent T.
    VT
    The time, cost and hassle that is removed using Cake is a gamechanger for investor funded ventures. The team regularly updates the platform and the... Read review
    Skye T.
    ST
    Cake Equity and their team - particularly Shannon - did whatever they could to onboard and help get me and my shareholders and advisors and... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Palm Beach, AU
    Twitter
    @CakeEquity
    788 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    136 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

We are Cake and we're on a mission to empower startups by making simple and fast. Bringing decades of experience from startups, scale-ups, legal partners, entrepreneurs, and Fortune 500 companies, we

Users
  • CEO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 86% Small-Business
  • 13% Mid-Market
Cake Equity features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.1
8.8
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
9.1
Dashboard
Average: 9.1
Vincent T.
VT
The time, cost and hassle that is removed using Cake is a gamechanger for investor funded ventures. The team regularly updates the platform and the... Read review
Skye T.
ST
Cake Equity and their team - particularly Shannon - did whatever they could to onboard and help get me and my shareholders and advisors and... Read review
Seller Details
Year Founded
2018
HQ Location
Palm Beach, AU
Twitter
@CakeEquity
788 Twitter followers
LinkedIn® Page
www.linkedin.com
136 employees on LinkedIn®
(62)4.7 out of 5
13th Easiest To Use in Equity Management software
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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
    • 53% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ledgy features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    8.1
    Reporting
    Average: 8.7
    8.3
    Equity Governance
    Average: 8.3
    8.7
    Dashboard
    Average: 9.1
  • 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
    668 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 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
  • 53% Mid-Market
  • 44% Small-Business
Ledgy features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
8.1
Reporting
Average: 8.7
8.3
Equity Governance
Average: 8.3
8.7
Dashboard
Average: 9.1
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
668 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
(60)5.0 out of 5
1st Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:₹25,000.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Computer Software
    • Human Resources
    Market Segment
    • 48% Mid-Market
    • 28% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Xumane Equity features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.9
    Reporting
    Average: 8.7
    9.9
    Equity Governance
    Average: 8.3
    9.9
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Staffing and Recruiting
    US
    Smart digital platform, onboarding process is fast, user friendly dashboards, Great customer support team. employees see the status of their shares... Read review
    Payal S.
    PS
    I really like this platform. As HR its really challenging to adapt to a new tool and make employees adapt into same. But Vega Equity really helped... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vega HR
    Year Founded
    2019
    HQ Location
    Dover, Delaware
    Twitter
    @VegaHR4
    169 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Human Resources
Market Segment
  • 48% Mid-Market
  • 28% Small-Business
Xumane Equity features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.9
Reporting
Average: 8.7
9.9
Equity Governance
Average: 8.3
9.9
Dashboard
Average: 9.1
Verified User in Staffing and Recruiting
US
Smart digital platform, onboarding process is fast, user friendly dashboards, Great customer support team. employees see the status of their shares... Read review
Payal S.
PS
I really like this platform. As HR its really challenging to adapt to a new tool and make employees adapt into same. But Vega Equity really helped... Read review
Seller Details
Seller
Vega HR
Year Founded
2019
HQ Location
Dover, Delaware
Twitter
@VegaHR4
169 Twitter followers
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing

    Users
    • CEO
    Industries
    • Financial Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 45% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • trica equity features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    8.8
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • ANSHUL G.
    AG
    The reports available in Trica equity and the summarised graphic presentation of ESOP and captable management provide ease of work and help in... Read review
    Utsav A.
    UA
    Intuitive UX. Swift customer success team. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Bangalore, IN
    Twitter
    @letsventurein
    17,399 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    96 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing

Users
  • CEO
Industries
  • Financial Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 45% Small-Business
trica equity features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.0
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
8.8
Dashboard
Average: 9.1
ANSHUL G.
AG
The reports available in Trica equity and the summarised graphic presentation of ESOP and captable management provide ease of work and help in... Read review
Utsav A.
UA
Intuitive UX. Swift customer success team. Read review
Seller Details
Year Founded
2013
HQ Location
Bangalore, IN
Twitter
@letsventurein
17,399 Twitter followers
LinkedIn® Page
www.linkedin.com
96 employees on LinkedIn®
(48)4.6 out of 5
Optimized for quick response
15th Easiest To Use in Equity Management software
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 an award-winning cloud-based SaaS solution. We provide companies a platform to streamline their ownership data, including cap table and employee equity plans, saving you time and money. In

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Astrella features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Reporting
    Average: 8.7
    8.8
    Equity Governance
    Average: 8.3
    8.5
    Dashboard
    Average: 9.1
  • 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
    Company Website
    Year Founded
    1988
    HQ Location
    New York, USA
    LinkedIn® Page
    www.linkedin.com
    4,900 employees on LinkedIn®
    Ownership
    LSE:EQN
Product Description
How are these determined?Information
This description is provided by the seller.

Astrella is an award-winning cloud-based SaaS solution. We provide companies a platform to streamline their ownership data, including cap table and employee equity plans, saving you time and money. In

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 17% Mid-Market
Astrella features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
8.5
Reporting
Average: 8.7
8.8
Equity Governance
Average: 8.3
8.5
Dashboard
Average: 9.1
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
Company Website
Year Founded
1988
HQ Location
New York, USA
LinkedIn® Page
www.linkedin.com
4,900 employees on LinkedIn®
Ownership
LSE:EQN
  • 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
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.1
    7.8
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    8.3
    Dashboard
    Average: 9.1
  • 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
    Year Founded
    1935
    HQ Location
    New York, NY
    Twitter
    @MorganStanley
    716,574 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    88,497 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
Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.1
7.8
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
8.3
Dashboard
Average: 9.1
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
Year Founded
1935
HQ Location
New York, NY
Twitter
@MorganStanley
716,574 Twitter followers
LinkedIn® Page
www.linkedin.com
88,497 employees on LinkedIn®
Ownership
NYSE: MS
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    With Eqvista, you can have all of your equity management and valuations done in one place. Our state-of-the-art cap table and equity management software is what all companies need to easily issue

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 55% Small-Business
    • 27% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Eqvista features and usability ratings that predict user satisfaction
    5.0
    Has the product been a good partner in doing business?
    Average: 9.1
    9.5
    Reporting
    Average: 8.7
    9.6
    Equity Governance
    Average: 8.3
    9.7
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Isabel D.
    ID
    We have worked with Eqvista for quite sometimeand I am very pleased with the system and the support from our client service manager and the... Read review
    Marcelo F.
    MF
    It's easy to see when I can exercise shares, and it's easy to see my current holdings. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Eqvista
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    Twitter
    @eqvista
    344 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With Eqvista, you can have all of your equity management and valuations done in one place. Our state-of-the-art cap table and equity management software is what all companies need to easily issue

Users
No information available
Industries
No information available
Market Segment
  • 55% Small-Business
  • 27% Mid-Market
Eqvista features and usability ratings that predict user satisfaction
5.0
Has the product been a good partner in doing business?
Average: 9.1
9.5
Reporting
Average: 8.7
9.6
Equity Governance
Average: 8.3
9.7
Dashboard
Average: 9.1
Isabel D.
ID
We have worked with Eqvista for quite sometimeand I am very pleased with the system and the support from our client service manager and the... Read review
Marcelo F.
MF
It's easy to see when I can exercise shares, and it's easy to see my current holdings. Read review
Seller Details
Seller
Eqvista
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@eqvista
344 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
(22)4.8 out of 5
10th Easiest To Use in Equity Management software
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 an

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fidelity Private Shares features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Reporting
    Average: 8.7
    9.5
    Equity Governance
    Average: 8.3
    8.9
    Dashboard
    Average: 9.1
  • 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
    384,653 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78,793 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 an

Users
No information available
Industries
No information available
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Fidelity Private Shares features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
8.7
Reporting
Average: 8.7
9.5
Equity Governance
Average: 8.3
8.9
Dashboard
Average: 9.1
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
384,653 Twitter followers
LinkedIn® Page
www.linkedin.com
78,793 employees on LinkedIn®
(8)5.0 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.

    Mantle is an equity management platform built for modern founders and operators, powered by AI. - Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 88% Small-Business
    • 13% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mantle features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    9.4
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Computer Software
    UC
    Very easy to use, good modeling and exports. It's an early stage product but it can easily replace Carta without a lot of the bloat. Pricing is... Read review
    Jilanne R.
    JR
    We've been so happy ever since we started using Mantle! The platform has a clean, intuitive interface that makes navigation straightforward, users... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Mantle
    Year Founded
    2022
    HQ Location
    Toronto, ON, Canada
    Twitter
    @withmantle
    814 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Mantle is an equity management platform built for modern founders and operators, powered by AI. - Manage like a pro: Take control of your ownership with a next-gen platform that lets you track, issue

Users
No information available
Industries
No information available
Market Segment
  • 88% Small-Business
  • 13% Mid-Market
Mantle features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.1
8.8
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
9.4
Dashboard
Average: 9.1
Verified User in Computer Software
UC
Very easy to use, good modeling and exports. It's an early stage product but it can easily replace Carta without a lot of the bloat. Pricing is... Read review
Jilanne R.
JR
We've been so happy ever since we started using Mantle! The platform has a clean, intuitive interface that makes navigation straightforward, users... Read review
Seller Details
Seller
Mantle
Year Founded
2022
HQ Location
Toronto, ON, Canada
Twitter
@withmantle
814 Twitter followers
LinkedIn® Page
www.linkedin.com
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone. ‍ We've been growing since 2006, establishing ourselves

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • altshare features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.2
    Reporting
    Average: 8.7
    8.3
    Equity Governance
    Average: 8.3
    8.3
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • VEKHANDE V.
    VV
    Provides a one stop solution for equity management; the UI is quite attractive with a hassle-free experience with excellent analytical tools and... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    altshare
    HQ Location
    Tel Aviv-Yafo, Israel
    Twitter
    @Altshare1
    801 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    101 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A fintech company that provides equity management solutions through a SaaS platform. Our mission is to simplify equity management for everyone. ‍ We've been growing since 2006, establishing ourselves

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
altshare features and usability ratings that predict user satisfaction
0.0
No information available
9.2
Reporting
Average: 8.7
8.3
Equity Governance
Average: 8.3
8.3
Dashboard
Average: 9.1
VEKHANDE V.
VV
Provides a one stop solution for equity management; the UI is quite attractive with a hassle-free experience with excellent analytical tools and... Read review
Seller Details
Seller
altshare
HQ Location
Tel Aviv-Yafo, Israel
Twitter
@Altshare1
801 Twitter followers
LinkedIn® Page
www.linkedin.com
101 employees on LinkedIn®
Entry Level Price:Starting at $30.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Capboard: Simplify Equity Management for Startups Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. Wit

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Capboard features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    10.0
    Dashboard
    Average: 9.1
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Information Technology and Services
    AI
    It's wasy to use, great UI, the ability to keep track of all the documents related to each round is simply awesome. It really carved a ton of time... Read review
    Alex B.
    AB
    Capboard is a great tool to manage equity, from captable to ESOPs. Very easy to implement, very easy to use. Outsanding customer support, I use it... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Capboard
    Year Founded
    2022
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Capboard: Simplify Equity Management for Startups Capboard is a cutting-edge equity management software designed to help startups streamline and optimize their ownership and investor relations. Wit

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Capboard features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.1
8.3
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
10.0
Dashboard
Average: 9.1
Verified User in Information Technology and Services
AI
It's wasy to use, great UI, the ability to keep track of all the documents related to each round is simply awesome. It really carved a ton of time... Read review
Alex B.
AB
Capboard is a great tool to manage equity, from captable to ESOPs. Very easy to implement, very easy to use. Outsanding customer support, I use it... Read review
Seller Details
Seller
Capboard
Year Founded
2022
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®