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Equiniti

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

51 reviews

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

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Enterprise Complaints Management

2 reviews

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

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Core Pancredit

0 reviews

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

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Equiniti Case Management

0 reviews

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

Profile Name

Star Rating

35
17
0
0
1

Equiniti Reviews

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Profile Name
Star Rating
35
17
0
0
1
SG
steve g.
07/16/2024
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Solid cap table management offering

- Easy for us to manage our cap table - Functionality works well - Customer support is very responsive (major kudos)
Fatih D.
FD
Fatih D.
Algorithms Research Scientist | PhD in Combinatorial Mathematics
07/01/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Easy to use

Very easy to use the application to follow the current vesting
Robert B.
RB
Robert B.
02/20/2024
Validated Reviewer
Review source: Seller invite
Incentivized Review

Excellent Tech Support

I am not a specialist in securities and Astrella software is easy enough for me to keep an accurate cap table, and versitile/powerful for future uses when we grow as a company.

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HQ Location:
New York, USA

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What is Equiniti?

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

Details

Year Founded
1988
Ownership
LSE:EQN
Website
equiniti.com