# Upstock Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Upstock Software - reviews, pricing plans, popular comparisons to other Equity Management products and more.

Source: https://www.capterra.com/p/193876/Upstock

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# 

 Upstock Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Upstock

## What is Upstock?

75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. Upstock offers a better way for teams to both share and see company ownership without having to hire expensive lawyers. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan.

## What is Upstock used for?

[Equity Management](https://www.capterra.com/equity-management-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$20

Per User, Per Month

Free trial  
available

Includes Free Version

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 Upstock?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.upstock.io&name=Upstock)

## 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.

### Upstock

4.0 (1)

VS.

[4.9 (4,292)](https://www.capterra.com/p/205015/Deel/reviews/)

Starting Price

$20

Per User, Per Month

Starting Price

$5

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.8 (4,292)

Value For Money

3.0 (1)

Value For Money

4.7 (3,942)

Customer Service

3.0 (1)

Customer Service

4.7 (4,044)

## Upstock alternatives

Highest Rated

[4.9 (4,836)](https://www.capterra.com/p/172127/Rippling/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.5 (64)](https://www.capterra.com/p/253918/Globalization-Partners/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (3,023)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

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/)

## FAQs about Upstock

Overview

### What company size and specific industries is Upstock built for?

Upstock is designed for companies of all sizes and stages that want to replace stock options with RSUs for their workers. It is not tied to a specific industry, making it suitable for startups, growing businesses, and established enterprises across sectors that want to offer equity-based incentives.

Features and Usability

### What are the key features of Upstock?

Upstock offers HR management, cap table management, and options management for handling equity records and employee ownership data. It also includes vesting management, valuation management, financial modeling, document storage, and a participant portal for accessing equity-related information.

Getting Started and Support

### What customer support options does Upstock offer?

Upstock provides Email/Help Desk support and FAQ/Forum resources for customer questions. With no reviewer feedback available on support experiences, there is no user evidence to describe response times, helpfulness, or common frustrations. The listed channels indicate direct help and self-service guidance for users seeking assistance.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Cap Table Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Breakdown of all equity of the shareholders of a company

Document Storage

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Financial Modeling

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Decision-making process using businesses past, present and forecasted future operations.

Valuation Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Assessment technique to estimate the current worth of an asset or company

Vesting Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Upstock 5 features

Breakdown of all equity of the shareholders of a company

Store and organize documents in a centralized system

Decision-making process using businesses past, present and forecasted future operations.

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

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

3.0 (1)

Free Trial

Basic

$20.00

Per User,Per Month

Value for money

3.0 (1)

3.0

Based on 1 reviews

## Support, customer service and training options

Customer Service

3.0 (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

3.0 (1)

3.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AN

Anonymous User

Data Scientist

Automotive

### "A Simple and Intuitive RSU-Equity based Product!"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

September 9, 2022

It helps in solving the problem of equity and RSU tracking and monitoring , allows employers to easily allocate equity to their employers and manage its vestings.

Pros

1.Easy and Robust UI 2.Allows you to easily manage and track RSUs and their vesting. 3.User/workers can track their equity amount and its growth in intuitive charts 4.Employers can easily manage workers equity plans

Cons

1.Lack of documentations leading to less usage 2.Better alternatives options are available with more features 3.Cannot be directly linked to employers portal

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.

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