Best Equity Management Software

16 products · Updated November 2026

Equity management software is a cloud-based platform that helps companies manage equity compensation plans. It provides an automated solution for tracking, managing and reporting on stock options, restricted stock units and other forms of equity compensation… Read more

Showing 1–16 of 16
  1. by AST Private Company Solutions
    9.6/10 OutstandingB2SaaS score 4.8 on G2 (10 reviews)

    EQUITY MANAGED. SIMPLE AND SECURE. Manage your private company shareholder and employee stock plan data in real-time with our private blockchain-enabled platform. Our solution scales to any size company, anywhere in the world.

    From $5
  2. by Pulley
    9.4/10 OutstandingB2SaaS score 4.7 on G2 (47 reviews)

    Q: Is Pulley compatible with other software? A: Yes, Pulley seamlessly integrates with popular accounting and payroll software. Q: How secure is Pulley? A: Pulley employs top-of-the-line data encryption to protect sensitive information and…

    From $100
  3. by Ledgy
    9.2/10 OutstandingB2SaaS score 4.9 on G2 (23 reviews)

    This software seamlessly combines the functionalities of equity management software, venture capital management software, and investor reporting software. With its extensive range of features and intuitive user interface, it has proven to…

    FreeMonthly paymentCloud Hosted
  4. by Eqvista
    9.0/10 OutstandingB2SaaS score 4.5 on G2 (1 review)

    So, let's dive into the details of this software and see what it has to offer! Navigating through the various features and functionalities was a breeze, thanks to the well-organized layout and clearly labeled menus. Whether you are a…

    FreeMonthly paymentOne-time paymentQuote-based
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  6. by Global Shares
    9.0/10 OutstandingB2SaaS score 4.5 on G2 (6 reviews)

    An easy-to-use platform for private and public companies that simplifies and streamlines stock plan administration. We integrate key data seamlessly with your stock plan, ensuring that wherever you're based, whatever your plan type, you're…

    Quote-basedCloud HostedOn Premise
  7. by Gust, Inc.
    9.0/10 OutstandingB2SaaS score 4.5 on G2 (1 review)

    This software offers a wide range of features that simplify the equity management process and provide valuable insights for users.

    FreeQuote-basedCloud Hosted
  8. by OptionTrax
    8.8/10 ExcellentB2SaaS score 4.8 on G2 (6 reviews)

    With its well-organized layout and easy-to-navigate menus, getting started with the software was a breeze. Whether you are a novice or an experienced user, this software ensures a smooth and hassle-free experience. OptionTrax offers…

    Monthly paymentAnnual SubscriptionQuote-basedCloud Hosted
  9. by Morgan Stanley Smith Barney LLC
    8.5/10 ExcellentB2SaaS score 4.0 on G2 (24 reviews)

    Here are some quotes from other users: Q: Is this software easy to use? A: Yes, the intuitive interface makes it easy for users of all levels to navigate. A: Absolutely! This software seamlessly integrates with a variety of financial…

    Quote-basedCloud Hosted
  10. by Carta
    8.4/10 ExcellentB2SaaS score 4.2 on G2 (57 reviews)

    Are you searching for a top-notch equity management software to streamline your venture capital activities? Look no further, as we bring you an exceptional solution that caters to all your financial service needs. This comprehensive…

    FreeAnnual SubscriptionCloud Hosted
  11. by eTrade
    8.4/10 ExcellentB2SaaS score 4.2 on G2 (3 reviews)

    Equity Edge Online is a stock plan administration platform.

  12. by EquityEffect
    6.9/10 GoodB2SaaS score 3.5 on G2 (2 reviews)

    With its robust features and user-friendly interface, it is undoubtedly a standout software in its field. One of the standout features of this software is its ability to provide an all-in-one solution for venture capital management. From…

    FreeMonthly paymentAnnual SubscriptionQuote-based
  13. by SyncBase
    6.6/10 GoodB2SaaS score

    The user-friendly interface made it easy to navigate through different functions, and the robust reporting capabilities were especially useful for tracking equity data. In addition to its equity management features, this software also…

    FreeMonthly paymentCloud Hosted
  14. by Capdesk
    5.0/10 FairB2SaaS score 5.0 on G2 (1 review)

    Capdesk is designed to be an easy to use shareholding tool for both companies and investors.

  15. by HighCastle
    5.0/10 FairB2SaaS score 5.0 on G2 (1 review)

    HighCastle provides a unique all-in-one solution to manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, issue and manage equity and debt securities, convertibles, options and…

    FreeMonthly paymentAnnual SubscriptionCloud Hosted
  16. by Motilal Oswal
    5.0/10 FairB2SaaS score 2.5 on G2 (2 reviews)

    One-stop financial superstore to get access to a range of products & services. Option to trade across exchanges - BSE, NSE, NCDEX, MCX, MSEI. All products backed by our customized solid research & advice. Robust trading platforms, highly…

  17. by Nezikist Corp.

    Equitest is a game-changer in the world of equity management, offering unparalleled functionality and ease of use. One of the standout features of Equitest is its intuitive interface, which makes navigating the software a breeze. The…

    FreeMonthly paymentCloud Hosted

About Equity Management Software

Equity management software is a cloud-based platform that helps companies manage equity compensation plans. It provides an automated solution for tracking, managing and reporting on stock options, restricted stock units and other forms of equity compensation. It also helps companies to comply with the regulatory requirements of their industry. The software enables companies to track the performance of their equity plans, monitor the performance of their employees and provide accurate and up-to-date information on equity compensation. It also provides tools for managing the vesting and exercise of stock options, as well as tracking the performance of their employees' equity holdings. Equity management software helps companies to maximize the value of their equity plans and ensure compliance with applicable regulations.

Equity Management Software 2026 - Best Application Comparison.