Skip to content
TrustList
Products · category

Top Equity Management Software for Document Storage

5 equity management software ranked by rating, review volume and listing quality.

Between them, the 5 equity management software on this page cover cap table management (4), portfolio management (4), participant portal (4) and private equity (4). 5 of them have written a profile you can read before you get in touch.

See the top document storage software across every categoryThe best of 74 products with document storage, from 43 kinds of software, ranked in one list
Filter by fitbudget, engagement, size and more

Only businesses that have told TrustList match a filter. Filters never change the order or a score.

  1. Eqvista logo

    Cap Table Management · Options Management · Portfolio Management

    Eqvista is software for managing a company's equity. It covers the cap table, share records and 409A valuations, and also lets a business be incorporated from the same place.

  2. Vestd logo

    Cap Table Management · Options Management · Portfolio Management

    Vestd is a UK platform for share schemes and equity management. It connects with Companies House so shares and options can be issued digitally and the cap table stays current.

  3. Capdesk logo

    Cap Table Management · Options Management · Portfolio Management

    Capdesk is a digital platform for managing cap tables and employee share plans.

  4. Fundraising and Cap Table Management Platform logo

    Cap Table Management · Options Management · Portfolio Management

    Fundraising and Cap Table Management Platform is the equity management software formerly known as HighCastle, which has since rebranded as Quoroom.

  5. Eqs IR Cockpit logo

    Options Management · CRM

    Eqs IR Cockpit is a software-as-a-service tool for investor relations managers.

For vendors

Want to see your product here?

The order is earned on evidence: client reviews, vetting, awards and the facts a business states on its own website, which we read and date. Nobody can pay to move up. Add reviews or verified facts to your free profile to move up at the next edition; there are two ways to stand out now, and each one says what it is.

Not on TrustList yet? Add your product or claim its listing, free.

Get vetted

Free

  • We check your registration, your website and your clients
  • Approved listings show the Verified badge here and on their profile
  • It earns a rank number and counts towards the TrustList Score; renewed yearly

Sponsor this ranking

Paid · always labelled

  • A Sponsored card above the ranked list, up to three per ranking
  • Marked Sponsored, and it never changes the order
  • Booked by the month; cancel any time
Same subject

More equity management software rankings

Every other way we rank equity management software — by what they do and where they are.

All 7 rankings
Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles
Browse

More categories

Jump to another ranked category.

All categories