# Vestd Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Vestd the right Equity Management solution for you? Explore 97 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/207791/Vestd/reviews --- Vestd 4.9 (97) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Vestd Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews CF Carla F Finance DirectorComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “Vestd also helps the company stay compliant by sending reminders and facilitating statutory declarations.“ September 3, 2024 JL James L CFOInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years. “It is quite expensive as a product, but i rationalise that by the support team that sits around the software itself“ October 31, 2024 CF Carla F Finance DirectorComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “A wide range of tools and informative material to help manage employee equity.“ September 3, 2024 SH Sarah H Chief Operating OfficerManagement Consulting, 51 - 200 employeesUsed the software for: More than 2 years. “Reporting to HMRC and the steps required are not intuitive and because they aren't done frequently are hard to remember.“ January 31, 2024 MD Mark D Director OwnerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “The system is very detailed and in most part user friendly. Though one of the best things about Vestd. is the customer support and hand holding.“ May 21, 2024 PM Punit M CeoRetail, 2 - 10 employeesUsed the software for: Less than 6 months. “Can't see a document once you've signed it (or it's hard to find)“ March 16, 2024 GH Gohar H Head of Business OperationsInformation Services, 2 - 10 employeesUsed the software for: 6-12 months. “Overall, the impression from the team is that they are motivated and ready to address all the needs of the customer on the best possible level.“ June 14, 2024 JS Julita S CEOAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “Expensive for some early startups as they can not afford it“ April 15, 2024 ## Showing most helpful reviews Showing 1-25 of 97 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Thomas P. Managing Director Leisure, Travel & Tourism Used the software for: 1-2 years ### "Peace of mind & ease of use" September 22, 2020 5.0 This has been the real positive, the software just does what it needs to and maintains a clean record of our affairs. What has made Vestd such a good choice for us is the very detailed and thoughtful guidance before, during and long after signing up. They have made time and brain available to understand our business, its needs and objectives and given advice on that basis. Never with any pressure or spin. About a year ago I was interviewing someone for a job. She had previously worked in a small company which she'd been in from the get-go. It had sold. I mentioned something about how presumably she'd walked away with some reward from it all. Raw nerve touched. Long story short, the owner had set up EMI shares themselves but hadn't done it correctly. The buyer came in, saw that the shares were incorrectly administered and gave her nothing at all. Moral of the story: if you are going to do this stuff, do it right. Pros Like me, it's simple. It takes what is a potentially horrendously complex process and makes it simple and clear. The interface is very clear - that's both for me on the dashboard and for users who log in. Cons Not a lot to say on this front, nothing springs to mind. Of course, I'm not someone with deep knowledge of share issues so there are better people to ask out there, somewhere... Reason for choosing Vestd Can't remember what the alternatives were called. I was recommended to Vestd by my network of business contacts deriving from Goldman Sachs 10,000 Small Business course. Basically cohorts of fast growing SMEs. We have a shared resource hub where questions are posted, when people asked in the forum who to speak to about managing shares, share options, etc there were various suggestions made but the one which consistently came out most often and always first choice, was Vestd. Review Source VR Verified Reviewer Director of Operations Public Policy Used the software for: 1-2 years ### "\[sensitive content hidden\] is great" November 27, 2024 4.0 Getting EMI right is vital to prevent surprises and complications at exit for both employees and the company. The standard package needs to provide a higher level of support given the importance and complexities. Otherwise feel forced to pay more and that the standard package is just a ruse. Pros \[sensitive content hidden\] was great in resolving issues and getting us on track. Really appreciate his help. Cons Generic support inbox vs. specific customer success contact who gets to know you although I believe this is now being changed. Review Source NF Nicola F. Finance Director Telecommunications Used the software for: 1-2 years ### "EMI option grants" April 4, 2024 4.0 Helpful support team and always happy to help Pros Like it can all be sent electronically and set up templates Cons Templates have to wait for vestd support to update however on this occasion \[sensitive content hidden\] turned around super quick v happy Review Source VR Verified Reviewer Co-founder Industrial Automation Used the software for: 6-12 months ### "\[sensitive content hidden\] was very helpful." October 31, 2024 5.0 Using Vestd saves us thousands on accounting fees. I have just processed some options for our board and employees. \[sensitive content hidden\] from customer service helped me with this process and made it feel effortless! Pros Vestd makes our equity management very easy. It helps our staff to see how many shares they have and what they are worth. Cons Some of the data input is very manual - it would be great if more of the forms could be auto-populated. Review Source SD Sabine D. Managing Partner Management Consulting Used the software for: 1-2 years ### "\[sensitive content hidden\] provides outstanding customer service" July 31, 2024 5.0 Pros \[sensitive content hidden\] is a star. The customer service is excellent and the best I have experienced for any platform. Cons The whole process you have to go through in order to register shares with HMRC. However, to be fair that relates more to HMRC than Vestd. Review Source GH Gohar H. Head of Business Operations Information Services Used the software for: 6-12 months ### "Amazing product and outstanding quality of the service" June 14, 2024 5.0 Overall, what I would specifically distinguish is the speed and the patience that Vestd dealt with my requests. I would lover to especially thank \[sensitive content hidden\] for her competence and professionalism demonstrated during the onboarding process, valuation organization. Also, when \[sensitive content hidden\] was off, her team picked up all the queries promptly and efficiently. I would also like to thank \[sensitive content hidden\] for his patience and positive approach during the sales process - It took more than a year to make a deal on this, but it happened. Overall, the impression from the team is that they are motivated and ready to address all the needs of the customer on the best possible level. Pros I liked the product overall. From concept to details. Onboarding was very well organized, with right amount of the info. Setting up an equity program is not an easy task and usually requires vast amount of time spent with legal and HR professionals to set this up. With their organization and easy-to use product they made very complex things doable. The employee self-service part and provision of visibility, notifications and explanation of the complex material is on highest level. Cons Nothing to tell so far. This was one of the best customer experience I had compared to other B2B products. Review Source JG Jo G. Co-Founder Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great experience" September 11, 2024 5.0 Great experience with Vestd so far and has made the process of setting up an EMI scheme very easy Pros Support from the team on calls to guide you through the process Cons confusing paperwork and lots of uploads to do! Review Source Anna K. Founder Entertainment Used the software for: 6-12 months ### "Great platform for equity management" April 10, 2024 5.0 Pros I loved the customer support and knowledge sharing offered by the professionals. We spent a lot of time to go through the platform in detail, understand and compare all the different options and select the one that worked the best for us. I felt very supported during the process and found it easy to set up. It has a great UX and UI, very pleasant to use. Cons We are totally happy with the platform and the customer support. Review Source Christopher A. Principal Legal Services Used the software for: 6-12 months ### "A very smart way to manage equity" September 1, 2020 5.0 I went to Vestd to help my clients find a cost-effective solution for creating and managing shares and share option schemes. For me, the software does the heavy lifting and leaves a very useable, complete and well-documented interface for clients should they wish to bring the management of their newly-created schemes fully inhouse. I get to do what I enjoy most - helping the clients design their schemes and spending more of my paid-time on what interests the client rather than what is interesting to lawyers. If clients wish me to remain manager of the scheme, the software makes that decision very economic for them. Additionally, the Vestd valuation process (for EMIs) is done in person by Vestd very professionally and cost-effectively, reducing the number of plates spinning during a project. Pros It is very easy to follow and its content and output is very high quality. The background material, context and instructions, is very helpful to lay clients as well as a very good ruler for the lawyer to follow. The in-person support is like talking to a knowledgeable and experienced colleague. Cons I don't have any reservations. Vestd's mix of software tools with professional in-person support is impressive Review Source Jo W. EA to Global President and CFO Hospitality Used the software for: Less than 6 months ### "Ben Rogers is a star" March 19, 2024 5.0 Knowing I have Ben to lean on is a great comfort. Thanks for your help Ben! Pros I recently had some complicated unapproved share options to sort for a number of our American employees. Being new to the platform, I wasn't sure how things worked but he was super helpful in guiding me through the whole process. Cons It can be quite confusing if you haven't used it much before, but ben made it very easy for me to understand the platform Review Source GD Geoffrey D. Founder and CEO Import and Export Used the software for: 2+ years ### "Great Support as always" June 17, 2024 5.0 Pros Such a pleasure to work with \[sensitive content hidden\] and his colleagues. Highly knowledgeable taking what can be a confusing project into something quite seamless. Terrific resources - all round a great tool! Cons A few features still required but in fairness this are fairly specific requests and believe they are on the roadmap Review Source JC Joe C. Director Information Technology and Services Used the software for: Less than 6 months ### "Thanks for the help in setting up" June 18, 2024 5.0 Pros the level of engagement of Vestd staff is first class allied to a very simple product to use Cons nothing really it all seems to work for me Reason for choosing Vestd online access and very good value for money Review Source SH Sarah H. Chief Operating Officer Management Consulting Used the software for: 2+ years ### "User friendly system that help navigate issuing EMI schemes" January 31, 2024 5.0 Great system and great support / customer service Pros The UI is intuitive and enables our employees to see their shares and the share schemes - this increases the value of them and brings them to life. Setting up the emi schemes is much easier and I have confidence they are done correctly and follow all the rules. Cons Reporting to HMRC and the steps required are not intuitive and because they aren't done frequently are hard to remember. Vestd helps navigate this, but it still sometimes takes some time to remember where to go and what to do. I don't think another system could do it any better though. Review Source PN Pavan N. Finance and Accounts Computer Software Used the software for: 2+ years ### "Vestd " August 30, 2023 5.0 Excellent Pros 1\. User-friendly and easy navigation on the tool. 2. An excellent and mature system for Companies. 3. Very good dashboards. 4. Very comprehensive solution. Cons To add the feature for the issue of EIS certificates. Review Source MB Megan B. Financial Manager Computer Software Used the software for: 1-2 years ### "Great Product and Service" August 25, 2023 5.0 Pros We signed up with Vestd in April 2022 and they have made our lives so much easier. They have assisted with all our shares issues (including EMI options) and I am incredibly grateful to them for the great service. \[sensitive content hidden\] has assisted with everything and his help and guidance has been fantastic. \[sensitive content hidden\] also came to my rescue recently when I made a mistake while issuing a new allotment of shares. Their support staff are exceptional! Great company that I highly recommend. Cons I don't dislike anything about Vestd. I have only had good experiences with them. Reason for choosing Vestd They were recommended by one of our suppliers Review Source IS Imen S. Head of People Marketing and Advertising Used the software for: 1-2 years ### "Vestd has the most amazing team I have ever come across" March 8, 2022 5.0 I think Vestd has hired a team of the kindest, understanding, helpful and supportive people. I have personally had the best customer service interactions I've ever experienced. Each member of the team who helped me made me feel as though they worked me and me alone, with one on one support, prior knowledge of the company and coming to calls already knowing some of the things I struggle with. They have made something so complicated so incredibly smooth to do. Pros The product itself is so easy to use and you are talked through the way to use (as many times as you need) and you receive incredibly helpful emails with updates/instructions. Cons No bad points from me, I personally think the software is 10/10 Review Source ST Sarah T. Director Computer Software Used the software for: 1-2 years ### "Great platform" April 5, 2022 5.0 Vestd have been brilliant from the start. They always respond quickly and no question is a silly questions as far as they are concerned and I've asked a lot of questions! The online help guides are great and our shareholders and employees really appreciate and value the information the platform gives them. I think the product is great value for money. Pros It is a very easy to use tool which makes something that is very complicated easy to manage. It is also great for users as well as administrators. Cons There are some things you have to get Vestd to do for you but their response times are great so this isn't a big problem. Review Source JR Juliette R. CFO Computer Software Used the software for: 2+ years ### "The Vestd Product and Team are awesome" January 16, 2024 5.0 Pros Vestd has so many capabilities across Company filings, share capital, share issues etc. There are many more additional services and the bank of legal documents is amazingly helpful. Cons The monthly fee for the full product is quite high for a start up business. Review Source AM Andrea M. Fractional CFO Computer Software Used the software for: 6-12 months ### "Amazing software, amazing team. You're in good hands. " May 1, 2024 5.0 Pros \- Equity Management can get messy and overwhelming to track - Vestd makes all these procedural steps less frustrating and streamlined - Even if you're lost, the team is so knowledgable and reactive, you will never feel like you need an internal expert to ensure you're doing things the right way Special shoutout to \[sensitive content hidden\] Cons Nothing I can think of at the moment? I couldn't imagine going back without it Review Source LH Lindy H. Finance Director Consumer Goods Used the software for: 1-2 years ### "Great customer care " April 4, 2024 5.0 Pros Very speedy and knowledgeable replies to my EMI queries Cons Nothing that I have seen yet The platform is very user friendly Review Source AG Andy G. M.D. Professional Training & Coaching Used the software for: Less than 6 months ### "Complexity made simple through great service" November 19, 2023 5.0 Top class, seamless, supportive. I could not have asked for better service. Highly recommended! Pros The onboarding with fantastic customer service - caring, attentive, supportive, understanding, going at my pace, and educating all the way. The platform; whilst initially daunting became easy to use through the great onboarding/screen-sharing support. It can do so much and save so much time, I am looking forward to using it more & more. Cons Nothing. I have no criticism at all. Everyone thing and everyone was spot on. Review Source HD Harry D. Finance Director Building Materials Used the software for: 6-12 months ### "Good product and service " March 20, 2024 5.0 Pros The ease of use once the products been setup has been brilliant and makes filings alot easier and cheaper than it's alternatives Cons The initial product setup was a challenge to bring our structure to the platform, but that's not a Vest'd problem Review Source PJ Payal J. FD Information Technology and Services Used the software for: 1-2 years ### "Streamlined and Affordable" January 19, 2024 4.0 Pros Easy to use platform and quick response from support team. Cons Standard only provide one valuation a year. Would be nice to be able to contact support team by telephone. Review Source mB mark B. MD Information Technology and Services Used the software for: 2+ years ### "great application that saved so much time " August 7, 2020 5.0 excellent and support were very helpful and knowledgeable Pros before Vestd we were manually updating spreadsheets and sending out information which was very time-consuming​. Vestd took all the admin out of our hands and automated it. Also the presentation of the information and flexibility​ of the application made internal and external reporting simple and efficient . Cons it provided all we needed so no negative feedback Reason for choosing Vestd i loved the simplicity and speed of deployment Review Source Response from Vestd August 14, 2020 Thanks so much for the good words Mark! We really appreciate it. ZJ Zak J. Founder Staffing and Recruiting Used the software for: 6-12 months ### "Vestd was fantastic" March 19, 2024 5.0 Really good, very supportive throughout the process Pros Very straight forward platform for a beginner in share options to use. Cons Nothing, the interaction with inland revenue was a little tricky but that's not vestd fault, it's just typical inland revenue issues. Review Source Similar Products Featured ## Related categories [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.