# Page 2 | Best Equity Management Software 2026 | Capterra > Page 2 - Find the top Equity Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/equity-management-software --- # Best Equity Management Software - Page 2 [## Altvia](https://www.capterra.com/p/128748/AIM/) [4.8 (11)](https://www.capterra.com/p/128748/AIM/reviews/) Empowering GPs with solutions to deliver a best-in-class LP experience by driving data and technology innovation forward. [Learn more about Altvia](https://www.capterra.com/p/128748/AIM/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Orchestra](https://www.capterra.com/p/215575/Orchestra/) [4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/) Unlock more value for your business through deeper shareholder relationships, share schemes that actually reward employees, and capital [Learn more about Orchestra](https://www.capterra.com/p/215575/Orchestra/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Capboard](https://www.capterra.com/p/248720/Capboard/) [4.7 (10)](https://www.capterra.com/p/248720/Capboard/reviews/) Helping committed founders take care of their greatest asset - their company's equity - with a powerful digital solution. [Learn more about Capboard](https://www.capterra.com/p/248720/Capboard/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Covercy](https://www.capterra.com/p/173106/Covercy/) [4.3 (9)](https://www.capterra.com/p/173106/Covercy/reviews/) Covercy is the first Banking-Embedded Investment Management Platform built for commercial real estate investment firms. Now with AI. [Learn more about Covercy](https://www.capterra.com/p/173106/Covercy/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Optio](https://www.capterra.com/p/10002378/Optio/) [4.7 (7)](https://www.capterra.com/p/10002378/Optio/reviews/) Optio is a cloud-based equity management solution that helps large & small companies set up & monitor incentive programs for employees. [Learn more about Optio](https://www.capterra.com/p/10002378/Optio/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## FounderCatalyst](https://www.capterra.com/p/10031025/FounderCatalyst/) [5.0 (6)](https://www.capterra.com/p/10031025/FounderCatalyst/#reviews) Founders seeking fixed-fee support for EMI and unapproved share options, SEIS/EIS advance assurance & compliance, and fundraising legal [Learn more about FounderCatalyst](https://www.capterra.com/p/10031025/FounderCatalyst/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Cake](https://www.capterra.com/p/236559/Cake/) [5.0 (6)](https://www.capterra.com/p/236559/Cake/#reviews) Cake Equity simplifies equity management for startups. Manage cap tables, stock options, grants, and more with ease. [Learn more about Cake](https://www.capterra.com/p/236559/Cake/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Quoroom](https://www.capterra.com/p/214233/Fundraising-and-Cap-Table-Management-Platform/) [4.7 (6)](https://www.capterra.com/p/214233/Fundraising-and-Cap-Table-Management-Platform/#reviews) Europe's most sophisticated digital share registry and fundraising management platform for growing companies. [Learn more about Quoroom](https://www.capterra.com/p/214233/Fundraising-and-Cap-Table-Management-Platform/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## IKAS](https://www.capterra.com/p/122368/IKAS/) [5.0 (4)](https://www.capterra.com/p/122368/IKAS/#reviews) Dynamic accounting plug-in which is designed to support most fund structures created in NTAS. [Learn more about IKAS](https://www.capterra.com/p/122368/IKAS/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Edda](https://www.capterra.com/p/187533/Edda/) [4.8 (4)](https://www.capterra.com/p/187533/Edda/#reviews) Collaboratively manage your deal flow, portfolio, and network in one place with powerful intelligence. [Learn more about Edda](https://www.capterra.com/p/187533/Edda/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## WE.VESTR](https://www.capterra.com/p/233054/WEVESTR/) [5.0 (3)](https://www.capterra.com/p/233054/WEVESTR/#reviews) WE.VESTR is a cloud-based software platform that streamlines equity management with cap table, shareholder, ESOP & fundraising tools. [Learn more about WE.VESTR](https://www.capterra.com/p/233054/WEVESTR/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## DealPotential Entrepreneur Platform](https://www.capterra.com/p/10012144/DealPotential-Entrepreneur-platform/) [5.0 (2)](https://www.capterra.com/p/10012144/DealPotential-Entrepreneur-platform/#reviews) All-in-one platform that speeds up and facilitates your fundraising journey. Match with the right investors, at the right time. [Learn more about DealPotential Entrepreneur Platform](https://www.capterra.com/p/10012144/DealPotential-Entrepreneur-platform/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Xumane Equity](https://www.capterra.com/p/264627/Vega-Equity/) [5.0 (2)](https://www.capterra.com/p/264627/Vega-Equity/#reviews) Cloud-based equity management software that assists with cap table management, document vault, reporting and more. [Learn more about Xumane Equity](https://www.capterra.com/p/264627/Vega-Equity/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Aumni](https://www.capterra.com/p/203518/Aumni/) [5.0 (1)](https://www.capterra.com/p/203518/Aumni/#reviews) Aumni is an investment analytics company for the Innovation Economy. [Learn more about Aumni](https://www.capterra.com/p/203518/Aumni/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) [5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews) A complete suite of private equity software solutions that helps funds grow and scale successfully. [Learn more about Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## EquityList](https://www.capterra.com/p/10019757/EquityList/) [5.0 (1)](https://www.capterra.com/p/10019757/EquityList/#reviews) Cloud-based solution that lets users handle cap table management, access reports, manage equity compensation, and more. [Learn more about EquityList](https://www.capterra.com/p/10019757/EquityList/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Eldison](https://www.capterra.com/p/10009992/Eldison/) [5.0 (1)](https://www.capterra.com/p/10009992/Eldison/#reviews) Eldison is the only end-to-end ESOP platform that simplifies the management of employee equity.  [Learn more about Eldison](https://www.capterra.com/p/10009992/Eldison/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Shoobx](https://www.capterra.com/p/216423/Shoobx/) [5.0 (1)](https://www.capterra.com/p/216423/Shoobx/#reviews) Equity management platform that generates, executes, and stores legal documents. [Learn more about Shoobx](https://www.capterra.com/p/216423/Shoobx/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Upstock](https://www.capterra.com/p/193876/Upstock/) [4.0 (1)](https://www.capterra.com/p/193876/Upstock/#reviews) Elevate your equity with the most affordable RSU management available. Upstock makes RSUs accessible for all companies at any stage. [Learn more about Upstock](https://www.capterra.com/p/193876/Upstock/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Katipult](https://www.capterra.com/p/218058/Katipult/) [4.0 (1)](https://www.capterra.com/p/218058/Katipult/#reviews) SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. [Learn more about Katipult](https://www.capterra.com/p/218058/Katipult/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Maestro](https://www.capterra.com/p/232824/Maestro/) [1.0 (1)](https://www.capterra.com/p/232824/Maestro/#reviews) From diligence to exit, Maestro helps PE firms modernize operations and maximize value creation. [Learn more about Maestro](https://www.capterra.com/p/232824/Maestro/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## TheBizPlanner](https://www.capterra.com/p/184369/TheBizPlanner/) [1.0 (1)](https://www.capterra.com/p/184369/TheBizPlanner/#reviews) Equity and Cap-Table management [Learn more about TheBizPlanner](https://www.capterra.com/p/184369/TheBizPlanner/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## EQS IR COCKPIT](https://www.capterra.com/p/201593/EQS-IR-COCKPIT/) 0.0 (0) EQS COCKPIT is a cloud solution for investor relations managers. Users can manage contacts, disclosure obligations & news distribution. [Learn more about EQS IR COCKPIT](https://www.capterra.com/p/201593/EQS-IR-COCKPIT/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Slice Global](https://www.capterra.com/p/10030482/Slice-Global/) 0.0 (0) Slice is an AI-powered global equity platform that helps companies manage equity compliance and tax obligations worldwide. [Learn more about Slice Global](https://www.capterra.com/p/10030482/Slice-Global/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## InstaVal](https://www.capterra.com/p/189584/InstaVal/) 0.0 (0) Data-driven platform helping founders organize cap table events, while helping investors access investment-ready opportunities [Learn more about InstaVal](https://www.capterra.com/p/189584/InstaVal/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Baxon Solutions](https://www.capterra.com/p/142254/Preqin-Solutions/) 0.0 (0) Portfolio Management Made Easy - Private Capital Software [Learn more about Baxon Solutions](https://www.capterra.com/p/142254/Preqin-Solutions/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## IR.Manager](https://www.capterra.com/p/184962/IR-Manager/) 0.0 (0) IR.Manager is a user-friendly CRM and targeting tool for investor relations professionals [Learn more about IR.Manager](https://www.capterra.com/p/184962/IR-Manager/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## TradeSmart](https://www.capterra.com/p/211074/TradeSmart/) 0.0 (0) TS simplifies the complexity of markets, by consolidating workflows for exchange-traded & OTC instruments on a single platform. [Learn more about TradeSmart](https://www.capterra.com/p/211074/TradeSmart/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Nth Round](https://www.capterra.com/p/207064/Nth-Round/) 0.0 (0) Nth Round is a modern equity management platform enabling private businesses to report to and communicate with employees and investors. [Learn more about Nth Round](https://www.capterra.com/p/207064/Nth-Round/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Gain.pro](https://www.capterra.com/p/219373/Gain-pro/) 0.0 (0) Gain.pro is a platform that specialises in private market data. [Learn more about Gain.pro](https://www.capterra.com/p/219373/Gain-pro/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Pepper](https://www.capterra.com/p/232097/Pepper/) 0.0 (0) The Go-To-Market Platform Powering Independent Distribution [Learn more about Pepper](https://www.capterra.com/p/232097/Pepper/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Incentrium](https://www.capterra.com/p/10015792/Incentrium/) 0.0 (0) Incentrium is a cloud-based management, valuation and reporting solution for share-based compensation. [Learn more about Incentrium](https://www.capterra.com/p/10015792/Incentrium/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Hissa](https://www.capterra.com/p/10040917/Hissa/) 0.0 (0) Hissa is the only Indian company to offer an end-to-end ESOP management software and a $35M dedicated ESOP liquidity secondary fund. [Learn more about Hissa](https://www.capterra.com/p/10040917/Hissa/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## daappa](https://www.capterra.com/p/248386/daappa/) 0.0 (0) The data, accounting and administration platform for private assets. [Learn more about daappa](https://www.capterra.com/p/248386/daappa/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Fidessa](https://www.capterra.com/p/234968/Fidessa/) 0.0 (0) Fidessa equities trading software automates workflows and connects users to global markets. [Learn more about Fidessa](https://www.capterra.com/p/234968/Fidessa/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Capiche](https://www.capterra.com/p/204875/Capiche/) 0.0 (0) Capital raising simplified - Capiche brings capital raising online, simplifying the process while ensuring compliance. [Learn more about Capiche](https://www.capterra.com/p/204875/Capiche/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Easy Captable](https://www.capterra.com/p/10033400/Easy-Captable/) 0.0 (0) Easy CapTable is an equity management platform that provides interactive charts, AI analytics, workflow automation, and integrations.  [Learn more about Easy Captable](https://www.capterra.com/p/10033400/Easy-Captable/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Walter](https://www.capterra.com/p/10013586/Walter/) 0.0 (0) Walter is a secure equity management platform designed to help companies and their lawyer manage ESOPs, cap tables, and raise funds. [Learn more about Walter](https://www.capterra.com/p/10013586/Walter/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Vumi](https://www.capterra.com/p/10014094/Vumi/) 0.0 (0) Wealth management solution that helps businesses aggregate client data to automate portfolio monitoring and financial reporting. [Learn more about Vumi](https://www.capterra.com/p/10014094/Vumi/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## QUODD](https://www.capterra.com/p/246607/QUODD/) 0.0 (0) Web-based solution giving you access to high-quality market intelligence data. [Learn more about QUODD](https://www.capterra.com/p/246607/QUODD/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## RockVault](https://www.capterra.com/p/10039116/RockVault/) 0.0 (0) Rock Vault is a private equity and real estate platform with tools for underwriting, portfolio management, and fund administration. [Learn more about RockVault](https://www.capterra.com/p/10039116/RockVault/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Zapflow](https://www.capterra.com/p/164085/Zapflow/) 0.0 (0) Manage deals, track portfolios & close your next fund faster. Zapflow is all-inclusive and configurable platform for investing teams. [Learn more about Zapflow](https://www.capterra.com/p/164085/Zapflow/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Cap Table Management](https://www.capterra.com/p/210637/Cap-Table-Management/) 0.0 (0) Raising, managing and selling equity doesnt have to be complicated. Let Globacap do the hard work so you dont have to. [Learn more about Cap Table Management](https://www.capterra.com/p/210637/Cap-Table-Management/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Sage 300 People](https://www.capterra.com/p/10014839/Sage-300-People/) 0.0 (0) A comprehensive HR, payroll, and employee self-service solution designed to increase productivity and drive business growth. [Learn more about Sage 300 People](https://www.capterra.com/p/10014839/Sage-300-People/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Allocations](https://www.capterra.com/p/248463/Allocations/) 0.0 (0) The fastest and most advanced private markets platform in the world, offering a seamless, end-to-end investing experience. [Learn more about Allocations](https://www.capterra.com/p/248463/Allocations/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Astrella](https://www.capterra.com/p/10026489/Astrella/) 0.0 (0) Equity management solution that helps businesses manage cap table, employee stock plans, scenario planning, compliance, and more. [Learn more about Astrella](https://www.capterra.com/p/10026489/Astrella/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Vantage Portfolio Accounting](https://www.capterra.com/p/240123/Vantage-Portfolio-Accounting/) 0.0 (0) Comprehensive Portfolio Accounting Software for Alternative Investment, Fund-of-Fund Managers and Advisory Firms [Learn more about Vantage Portfolio Accounting](https://www.capterra.com/p/240123/Vantage-Portfolio-Accounting/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Cap Table](https://www.capterra.com/p/264751/TWO12/) 0.0 (0) Cloud-based platform that helps simplify cap table management and allows founders to simulate "what if" scenarios. [Learn more about Cap Table](https://www.capterra.com/p/264751/TWO12/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Sharetrack](https://www.capterra.com/p/275227/Sharetrack/) 0.0 (0) A comprehensive solution for the management of share plans, share registers and other forms of employee incentive arrangements. [Learn more about Sharetrack](https://www.capterra.com/p/275227/Sharetrack/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management [## Equify](https://www.capterra.com/p/200717/Equify/) 0.0 (0) Equify is the equity and stockholder management solution for fast-growing European companies. [Learn more about Equify](https://www.capterra.com/p/200717/Equify/) Equity Management features reviewers most value Cap Table Management Client Portal Document Storage Investor Reporting Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management Page 2 of 3 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (77) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Cap Table Management Client Portal Compliance Management CRM Deal Management Document Storage Financial Modeling Generative AI Investor Reporting Portfolio Management Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)[Investment Management Software](https://www.capterra.com/investment-management-software/)[Hedge Fund Software](https://www.capterra.com/hedge-fund-software/)[Stock Portfolio Management Software](https://www.capterra.com/stock-portfolio-management-software/)