--- title: "Equify Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Equify Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/200717/Equify/" page_type: "product" language: "en" --- # Equify Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 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)[Features](#features)[Pricing](#pricing)[Support](#support) Equify ## What is Equify? Equify is the equity and stockholder management solution for fast-growing European companies. The application becomes the single-source of truth to access all pieces of the equity puzzle (cap table, equity awards, corporate governance documents). Equify helps companies like Doctolib, BackMarket or Sigfox collaborate efficiently with their investors and deliver an engaging equity award experience to their employees. ## What is Equify used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €120 Per User, Per Year Free trial not available Free version not included 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 Equify?[Manage this product listing](https://www.g2.com/products/equify/claim_requests/new?auto=true) ## 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. ### Equify 0.0 VS. [### 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 €120 Per User, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (85) Value For Money 0.0 (0) Value For Money 4.4 (65) Customer Service 0.0 (0) Customer Service 4.8 (80) ## Equify alternatives [Carta](https://www.capterra.com/p/220278/Carta/) [4.2 (66)](https://www.capterra.com/p/220278/Carta/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/220278/Carta/) [Orchestra](https://www.capterra.com/p/215575/Orchestra/) [4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/) Starting price $2.00 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/215575/Orchestra/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (109)](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/) [InvestNext](https://www.capterra.com/p/185770/InvestNext/) [4.7 (20)](https://www.capterra.com/p/185770/InvestNext/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/185770/InvestNext/) ## Features AI summary Based on 5,408 Financial Reporting reviews Capterra data shows that buyers of financial reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Equify includes **Income & Balance Sheet**. However, it does not include **Accounting** or **Profit/Loss Statement**. Its support for **Income & Balance Sheet** gives finance teams a clear view of company assets, liabilities, and equity, helping businesses track financial position accurately and make better reporting decisions. API Application programming interface that allows for integration with other systems/databases Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Audit Trail A record of all activities within the system, including user access, changes made, etc. Bonds/Stocks Purchase and track both bonds and stocks in the portfolio 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 Equify 24 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - 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 - Company Formation: Integrated automation system to allow enterprises to create new company holdings - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Financial Modeling: Decision-making process using businesses past, present and forecasted future operations. - For Investors & Traders: Used by retail investors and active traders/day traders - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Valuation Management: Assessment technique to estimate the current worth of an asset or company - Version Control: Track revisions and updates made to files and navigate between different versions - Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company --- Get Advice We can help you find the software with the features you need. ## Pricing Basic €120.00 Per User,Per Year 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 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 ## 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.