--- title: "Vestd Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Vestd the right Equity Management solution for you? Explore 109 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/207791/Vestd/reviews/" page_type: "reviews" language: "en" --- Vestd 4.9 (109) 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 August 20th, 2026 # Reviews of Vestd Ease of use 4.7 Customer Service 5.0 ## 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 JR Juliette R CFOComputer Software, 2 - 10 employeesUsed the software for: More than 2 years. “Vestd has so many capabilities across Company filings, share capital, share issues etc.“ January 16, 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 CF Carla F Finance DirectorComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “Excellent, I've received guidance through the complexities of setting up and managing share schemes.“ September 3, 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 109 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Tom D. Sales Director & Co-founder Information Technology and Services Used the software for: 1-2 years ### "Trail Blazing Employee Equity" May 10, 2023 5.0 We think it's a great platform and the excellent support from the team continues to ratify our decision to partner with Vestd! Pros The platform is intuitive both from an owner/admin perspective but also for employees which is vital as this might be the first interaction that people have had with equity products – making sure the process is clear and understood ensures adoption and realisation of the benefit for each individual! Cons Nothing of note - we utilise a good range of features and the platform performs well Review Source SA SONAL A. Lead Finance Marketing and Advertising Used the software for: 1-2 years ### "Smooth, Simple & Efficient" August 20, 2026 5.0 Pros Thanks to the \[sensitive content hidden\] team for building such a smooth and user-friendly platform. A special shout-out to \[sensitive content hidden\], who has been incredibly supportive throughout the process. He explained every step clearly, was always available to address our queries, and made the entire experience seamless and hassle-free. Really appreciate the time and effort he put into ensuring everything went smoothly. We've had a great experience so far and are thoroughly enjoying using the platform. Highly recommended! Cons Nothing .... 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 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 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 Andy G. Co-Founder Health, Wellness and Fitness Used the software for: 6-12 months ### "Great product " March 16, 2022 5.0 Pros Extremely easy to use, intuitive and great support. Cons More document templates would be nice, but this is a minor qualm. Review Source Paul J. Exec Chairman Internet Used the software for: Less than 6 months ### "Excellent Platform" January 28, 2022 5.0 Pros The ability to have everything managed in one place and not to have to use expensive lawyers Cons Not much I did not like, I am a new user so yet to really get to know the platform Review Source Mitali K. Finance and Business Consultant Accounting Used the software for: 6-12 months ### "Great customer service and platform for Start ups" September 22, 2020 5.0 Ifty is very helpful, supportive and knowledgeable Pros Amount of transactions a start up can do in a year Easy to see the value of shares by shareholder and visualise growth Cons I haven't encountered anything so far to add to this Review Source JP Jon P. General Counsel Information Technology and Services Used the software for: Less than 6 months ### "Exceptional customer service which sets this platform ahead of the rest of the pack" June 29, 2023 4.0 Pros Its fair to say that we were a difficult client, with a complicated share capital structure (5 classes of share) and very particular requirements that needed addressing quickly. We wanted to use Vestd for company secretarial services and Companies House integration as well as for setting up and administering a share option scheme. Other platforms that we looked at told us they could not help. Vestd deployed its development team to amend the platform to accommodate our needs, without fuss or charging us more. The onboarding, investment and valuation teams (special thanks to \[sensitive content hidden\]) were incredibly responsive and attentive. It was great to work with a SaaS product that is willing and able to update and improve its software in a quick and agile manner and provide such personalised support. Thank you Vestd. Cons Nothing springs to mind at the moment, the platform does what it sets out to do, and provided that Vestd keep adding functionality and refinements, it will be a leader in its field. 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 JV Josipa V. Operations Specialist Computer Software Used the software for: 2+ years ### "Great platform and even better customer support" May 26, 2023 5.0 Pros I had an amazing experience using this platform! The staff was incredibly helpful and knowledgeable throughout the entire process. From the moment we signed up, they guided us every step of the way, ensuring that we had a seamless experience. Their expertise was evident as they addressed all my questions and concerns promptly and with great detail. It was refreshing to interact with a team that was well-informed about their platform. Additionally, the platform itself is exceptionally well-organized. The layout is intuitive, making it easy to navigate and find exactly what I needed. The categorization and search functionalities are top-notch. Overall, the staff's helpfulness and the platform's organization make this an exceptional platform that I highly recommend. Cons No complaints, everything was top notch. Review Source MC Michael C. People Ops Lead Information Technology and Services Used the software for: 1-2 years ### "Easy to use and great customer support" December 22, 2023 5.0 Pros The ease of use, simple steps and clear guides available. The customer is second to none. Special shout out to \[sensitive content hidden\] who guided me through multiple new situations this year. Cons The initial platform wasn't as clear but since the update it is better and more user friendly/ clearer UX. Reason for choosing Vestd I wasn't involved with the purchase/ selection of the platform 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 CF Carla F. Finance Director Computer Software Used the software for: 1-2 years ### "Great for employee share distribution " September 3, 2024 5.0 Excellent, I've received guidance through the complexities of setting up and managing share schemes. Their customer support replies promptly and offers further guidance and easy to follow advice. Pros A wide range of tools and informative material to help manage employee equity. Vestd also helps the company stay compliant by sending reminders and facilitating statutory declarations. Cons The extensive resources on the platform can be quite overwhelming at first and it takes some time to learn and digest everything. But one done it becomes easy to navigate. Review Source NT Natasha T. CEO Information Technology and Services Used the software for: Less than 6 months ### "Excellent company" August 10, 2022 5.0 Pros \[SENSITIVE CONTENT\] in particular was great in helping us understand how to use Vestd and the onboarding process was great. The only company we saw with a direct integration to Companies House. Has definitely saved us hours of work. Great work team. Cons Some of the UX could be improved and there are other useful features they can add (such as more extensive cap table modelling). Undoubtedly this is to come. Reason for choosing Vestd Direct integration. Good team to work with. Review Source EH Emily H. People Manager Financial Services Used the software for: Less than 6 months ### "Great onboarding" July 20, 2023 5.0 Pros Having all our options in one platform is a godsend, timesaving and so much less of a headache than what we were using. It's great to know the link to Companies House will mean we stay on top of all our reporting requirements. We've not long started using the platform and its taken quite a long time to set up given the complexities of our scheme and our admin, but so far so good. Huge shout out to James who has onboarded us. I'm sure he never wants to hear from me again as I've asked him about a billion questions, he's been so patient and has done his utmost to explain things to me so I actually understand things. Wouldn't have been able to do this without him because half the time I genuinely didn't know what I was doing! Cons I have not been using it for very long so haven't found many things I don't like and I've not used a similar platform before as a comparator. Review Source SL Steph L. CLO Financial Services Used the software for: 1-2 years ### "Customer support is excellent" February 7, 2024 5.0 Pros Vestd provides a comprehensive platform for equity management and their customer support is excellent - they're always on hand with prompt responses and solutions should any issue arise. Cons The UX could be designed to be a little clearer and more user friendly. 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 AT Adam T. CEO Internet Used the software for: 1-2 years ### "Great product and customer support" February 28, 2024 5.0 Pros The customer service team members. the user interface the continued support and communication. Cons Being a digitally lead platform by default it is entirely self managed Reason for choosing Vestd Ease of use, professionalism, positive reviews, market leader and affordable for us. Review Source DW David W. Business Consultant Civil Engineering Used the software for: 6-12 months ### "Helpful, knowledgeable and obviously empowered, support staff" June 8, 2024 4.0 Overall, we are very happy with vestd and doubt we would managed to set up our Employee Share Scheme without them. Pros I love the assistance and advice I receive from all support staff at Vestd. I would particularly commend \[sensitive content hidden\] in this regard. Cons Perhaps too much information: too many documents providing the same information, particularly in the marketing material. Review Source JP Jonny P. Cofounder Consumer Services Used the software for: 1-2 years ### "\[sensitive content hidden\] is a hero" August 21, 2024 5.0 Pros \[sensitive content hidden\] came to my rescue today. This review is for her and her alone :) Cons A little expensive for what I use it for. Hopefully, it will become more valuable over time. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Reason for choosing Vestd We got a decent 1st year deal via our VC Review Source DM Deirdre M. CEO Marketing and Advertising Used the software for: 2+ years ### "Wonderful customer support from friendly and helpful people" April 4, 2024 5.0 Pros Their support team is unparalleled. So friendly, so I always enjoy jumping on a call with them. Really great knowledge of the system and if they don't know an answer they will take it away and come back in a timely manner with the answer Cons nothing really about the service, obviously it was free than would be even better :) Review Source CO Caitlin O. HR Manager Retail Used the software for: 1-2 years ### "Great customer service!" July 1, 2022 4.0 This is my first time using an EMI software service and thee customer service from the Vestd team is fantastic. They have taken the time to talk me through the platform, how everything works and even how EMI schemes work. Pros I like that it's user friendly and easy to navigate. Cons I'm still learning the platform, so nothing I can think of at this stage. Review Source Similar Products Featured ## 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.