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Best Equity Management Software for for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Equity Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Equity Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Equity Management category.

In addition to qualifying for inclusion in the Equity Management Software category, to qualify for inclusion in the Small Business Equity Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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.

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16 Listings in Small Business Equity Management Available

(107)4.9 out of 5
Optimized for quick response
3rd Easiest To Use in Equity Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 a

    Users
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 86% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • J.P.Morgan Workplace Solutions Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Cap Table Management
    24
    Customer Support
    18
    Onboarding
    13
    Onboarding Process
    11
    Cons
    Onboarding Issues
    5
    Technical Issues
    5
    Limited Features
    4
    Complex ESOP Management
    1
    Difficult Setup
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • J.P.Morgan Workplace Solutions features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    9.3
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    New York, NY
    Twitter
    @jpmorgan
    779,178 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    301,278 employees on LinkedIn®
    Ownership
    NYSE:JPM
Product Description
How are these determined?Information
This description is provided by the seller.

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 a

Users
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 86% Small-Business
  • 11% Mid-Market
J.P.Morgan Workplace Solutions Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Cap Table Management
24
Customer Support
18
Onboarding
13
Onboarding Process
11
Cons
Onboarding Issues
5
Technical Issues
5
Limited Features
4
Complex ESOP Management
1
Difficult Setup
1
J.P.Morgan Workplace Solutions features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.2
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
9.3
Dashboard
Average: 9.1
Seller Details
Company Website
HQ Location
New York, NY
Twitter
@jpmorgan
779,178 Twitter followers
LinkedIn® Page
www.linkedin.com
301,278 employees on LinkedIn®
Ownership
NYSE:JPM
(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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cake Equity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Customer Support
    23
    User Interface
    15
    Cap Table Management
    14
    Equity Management
    14
    Cons
    Lack of Instructions
    4
    Limited Features
    3
    Poor Customer Support
    3
    Poor User Interface
    3
    Technical Issues
    3
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Customer Support
23
User Interface
15
Cap Table Management
14
Equity Management
14
Cons
Lack of Instructions
4
Limited Features
3
Poor Customer Support
3
Poor User Interface
3
Technical Issues
3
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
Seller Details
Year Founded
2018
HQ Location
Palm Beach, AU
Twitter
@CakeEquity
788 Twitter followers
LinkedIn® Page
www.linkedin.com
136 employees on LinkedIn®

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(116)4.7 out of 5
7th Easiest To Use in Equity Management software
View top Consulting Services for Pulley
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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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Pulley Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Customer Support
    8
    Cap Table Management
    7
    User Interface
    6
    Simple
    5
    Cons
    Lack of Instructions
    3
    Poor User Interface
    3
    Workflow Inefficiencies
    2
    Difficult Setup
    1
    Limited Features
    1
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Customer Support
8
Cap Table Management
7
User Interface
6
Simple
5
Cons
Lack of Instructions
3
Poor User Interface
3
Workflow Inefficiencies
2
Difficult Setup
1
Limited Features
1
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
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®
(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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Qapita Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    ESOP Management
    50
    Equity Management
    46
    Ease of Use
    44
    Features
    23
    Customer Support
    21
    Cons
    Lack of Instructions
    11
    Poor User Interface
    9
    Technical Issues
    7
    Limited Customization
    6
    Complex ESOP Management
    4
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
ESOP Management
50
Equity Management
46
Ease of Use
44
Features
23
Customer Support
21
Cons
Lack of Instructions
11
Poor User Interface
9
Technical Issues
7
Limited Customization
6
Complex ESOP Management
4
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
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®
(22)4.8 out of 5
10th 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.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Fidelity Private Shares Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    3
    Cap Table Management
    2
    Customisation
    1
    Ease of Use
    1
    Equity Management
    1
    Cons
    Lack of Instructions
    1
    Poor User Interface
    1
    Workflow Inefficiencies
    1
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
3
Cap Table Management
2
Customisation
1
Ease of Use
1
Equity Management
1
Cons
Lack of Instructions
1
Poor User Interface
1
Workflow Inefficiencies
1
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
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®
(112)4.7 out of 5
5th Easiest To Use in Equity Management software
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  • 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EquityList Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    38
    Customer Support
    32
    Equity Management
    17
    User Interface
    15
    Features
    14
    Cons
    Poor User Interface
    6
    Manual Operations
    5
    Technical Issues
    5
    Limited Features
    3
    Complex Reporting
    2
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
38
Customer Support
32
Equity Management
17
User Interface
15
Features
14
Cons
Poor User Interface
6
Manual Operations
5
Technical Issues
5
Limited Features
3
Complex Reporting
2
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
Seller Details
Year Founded
2020
HQ Location
New Delhi, Delhi
Twitter
@EquityListHQ
904 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
(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
    • CFO
    • CEO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 49% Small-Business
    • 46% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Carta Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    4
    Cap Table Management
    3
    Ease of Use
    3
    Equity Management
    3
    Compliance Automation
    2
    Cons
    Expensive
    5
    Poor Customer Support
    3
    Poor User Interface
    2
    Complex ESOP Management
    1
    Onboarding Issues
    1
  • 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
  • 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
  • CFO
  • CEO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 49% Small-Business
  • 46% Mid-Market
Carta Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
4
Cap Table Management
3
Ease of Use
3
Equity Management
3
Compliance Automation
2
Cons
Expensive
5
Poor Customer Support
3
Poor User Interface
2
Complex ESOP Management
1
Onboarding Issues
1
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
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®
(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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Astrella Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Cap Table Management
    6
    Customer Support
    6
    Ease of Use
    5
    Team Helpfulness
    4
    Pricing
    3
    Cons
    Complex Reporting
    2
    Expensive
    2
    Lack of Instructions
    2
    Poor User Interface
    2
    Technical Issues
    2
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cap Table Management
6
Customer Support
6
Ease of Use
5
Team Helpfulness
4
Pricing
3
Cons
Complex Reporting
2
Expensive
2
Lack of Instructions
2
Poor User Interface
2
Technical Issues
2
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
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
(43)4.8 out of 5
6th Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:£25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platfor

    Users
    • Founder
    Industries
    • Computer Software
    Market Segment
    • 81% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vestd Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Team Helpfulness
    3
    Features
    2
    Communication
    1
    Customer Support
    1
    Dashboard Visualization
    1
    Cons
    Expensive
    1
    Limited Features
    1
    Poor User Interface
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vestd features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.8
    Reporting
    Average: 8.7
    9.9
    Equity Governance
    Average: 8.3
    9.9
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vestd
    Year Founded
    2014
    HQ Location
    London
    Twitter
    @VestdHQ
    872 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    85 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vestd is the original and only FCA regulated equity management platform for SMEs in the UK. It is fully integrated with Companies House, so you can issue shares and options instantly via the platfor

Users
  • Founder
Industries
  • Computer Software
Market Segment
  • 81% Small-Business
  • 14% Mid-Market
Vestd Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Team Helpfulness
3
Features
2
Communication
1
Customer Support
1
Dashboard Visualization
1
Cons
Expensive
1
Limited Features
1
Poor User Interface
1
Vestd features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.8
Reporting
Average: 8.7
9.9
Equity Governance
Average: 8.3
9.9
Dashboard
Average: 9.1
Seller Details
Seller
Vestd
Year Founded
2014
HQ Location
London
Twitter
@VestdHQ
872 Twitter followers
LinkedIn® Page
www.linkedin.com
85 employees on LinkedIn®
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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Eqvista Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Customer Support
    4
    Equity Management
    3
    Platform Usability
    2
    Reporting Efficiency
    2
    Cons
    Complex Reporting
    1
    Limited Customization
    1
    Limited Features
    1
    Poor User Interface
    1
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Customer Support
4
Equity Management
3
Platform Usability
2
Reporting Efficiency
2
Cons
Complex Reporting
1
Limited Customization
1
Limited Features
1
Poor User Interface
1
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
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®
(114)4.4 out of 5
12th 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.

    Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

    Users
    • Controller
    Industries
    • Biotechnology
    • Banking
    Market Segment
    • 53% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certent Equity Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    22
    Ease of Use
    20
    Reporting
    14
    Reporting Efficiency
    13
    Equity Management
    12
    Cons
    Technical Issues
    5
    Limited Customization
    4
    Poor Customer Support
    4
    Poor User Interface
    4
    Complex Reporting
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certent Equity Management features and usability ratings that predict user satisfaction
    9.1
    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
    8.4
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    785 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,100 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

Users
  • Controller
Industries
  • Biotechnology
  • Banking
Market Segment
  • 53% Mid-Market
  • 36% Enterprise
Certent Equity Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
22
Ease of Use
20
Reporting
14
Reporting Efficiency
13
Equity Management
12
Cons
Technical Issues
5
Limited Customization
4
Poor Customer Support
4
Poor User Interface
4
Complex Reporting
3
Certent Equity Management features and usability ratings that predict user satisfaction
9.1
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
8.4
Dashboard
Average: 9.1
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
785 Twitter followers
LinkedIn® Page
www.linkedin.com
2,100 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Xumane Equity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Customer Support
    21
    Equity Management
    21
    ESOP Management
    21
    Dashboard Visualization
    13
    Cons
    Lack of Instructions
    4
    Technical Issues
    3
    Difficult Setup
    2
    Limited Features
    2
    Slow Performance
    2
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Customer Support
21
Equity Management
21
ESOP Management
21
Dashboard Visualization
13
Cons
Lack of Instructions
4
Technical Issues
3
Difficult Setup
2
Limited Features
2
Slow Performance
2
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
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®
(62)4.7 out of 5
13th 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.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ledgy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    17
    User Interface
    14
    Equity Management
    10
    Onboarding
    8
    Cons
    Technical Issues
    6
    Complex Reporting
    5
    Complex ESOP Management
    4
    Limited Features
    4
    Expensive
    3
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
17
User Interface
14
Equity Management
10
Onboarding
8
Cons
Technical Issues
6
Complex Reporting
5
Complex ESOP Management
4
Limited Features
4
Expensive
3
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
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®
(19)5.0 out of 5
9th Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Nth Round is an industry-leading, end-to-end equity management solution built for large private enterprises and family businesses. We specialize in handling complex equity scenarios & structures,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 63% Small-Business
    • 16% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nth Round Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    3
    Customer Support
    3
    Ease of Use
    2
    Product Quality
    2
    Team Helpfulness
    2
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nth Round features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.1
    9.7
    Reporting
    Average: 8.7
    9.3
    Equity Governance
    Average: 8.3
    10.0
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nth Round
    Year Founded
    2018
    HQ Location
    Philadelphia, Pennsylvania
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Nth Round is an industry-leading, end-to-end equity management solution built for large private enterprises and family businesses. We specialize in handling complex equity scenarios & structures,

Users
No information available
Industries
No information available
Market Segment
  • 63% Small-Business
  • 16% Enterprise
Nth Round Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
3
Customer Support
3
Ease of Use
2
Product Quality
2
Team Helpfulness
2
Cons
This product has not yet received any negative sentiments.
Nth Round features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.1
9.7
Reporting
Average: 8.7
9.3
Equity Governance
Average: 8.3
10.0
Dashboard
Average: 9.1
Seller Details
Seller
Nth Round
Year Founded
2018
HQ Location
Philadelphia, Pennsylvania
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 69% Small-Business
    • 19% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Upstock.io features and usability ratings that predict user satisfaction
    0.0
    No information available
    8.3
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    8.6
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    San Francisco, US
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 69% Small-Business
  • 19% Mid-Market
Upstock.io features and usability ratings that predict user satisfaction
0.0
No information available
8.3
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
8.6
Dashboard
Average: 9.1
Seller Details
Year Founded
2019
HQ Location
San Francisco, US
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®