# EquityList Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EquityList Software - reviews, pricing plans, popular comparisons to other Equity Management products and more. Source: https://www.capterra.com/p/10019757/EquityList --- # EquityList Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) EquityList ## What is EquityList? EquityList is an equity management software for global businesses that streamlines cap table management, stock options management, shareholder management, valuation services, and related compliances for companies. EquityList aims to empower businesses by simplifying equity management to help them scale from seed to IPO. The software provides tools to issue and track securities, offer equity grants to employees, run board and shareholder workflows, get valuation exercises, and more. ## What is EquityList used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Accounting](https://www.capterra.com/accounting-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2200 Flat Rate, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EquityList?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://equitylist.co&name=EquityList) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EquityList 5.0 (1) VS. [4.0 (1)](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/#reviews) Starting Price $2200 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.0 (85) Value For Money 5.0 (1) Value For Money 3.0 (65) Customer Service 5.0 (1) Customer Service 3.0 (80) ## EquityList alternatives [4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [Eqvista](https://www.capterra.com/p/184325/Eqvista/) [4.9 (31)](https://www.capterra.com/p/184325/Eqvista/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184325/Eqvista/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Audit Trail A record of all activities within the system, including user access, changes made, etc. Cap Table Management Breakdown of all equity of the shareholders of a company Client Portal Private online space that lets businesses securely share documents and provide information access to clients EquityList 30 features Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Breakdown of all equity of the shareholders of a company Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Alter the layout and content of reports Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Convert data into a code for security Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Decision-making process using businesses past, present and forecasted future operations. Form predictions based on past and present data/trends Monitor application statuses, proposals and award funds Compile and report on all investor activities Manage and handle various international currencies Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Analyze and gain insights into data in real-time Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Set & manage permission levels based on user roles and restrict access to only authorized individuals Develop potential scenarios to identify risks and opportunities Set up connections to third-party platforms to improve business processes Assessment technique to estimate the current worth of an asset or company Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Version Seed $2,200 Flat Rate,Per Year It includes: - multi-entity - digital share certificate - 409A valuation - bulk actions - board consents - data rooms - quick onboarding Rise $3,750 Flat Rate,Per Year It includes: - historical cap table - put call agreements - buy back flow - ESOP expense report - white glove onboarding - maker checker workflow Value for money 5.0 (1) 5.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent HW Hardik W. Manager - Accounts Health, Wellness and Fitness ### "Good Tool for ESOP Management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2024 Very Awesome - learned how we can manage Cap table and Secretarial Work Part Pros 1\. Easy to use with designed UI 2. Supports Service is good 3. Tool help to resolve and provide end result Cons 1\. Cost Perspective bit expensive look like Reasons for choosing EquityList High Recommendation from trusted person Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)