Skip to content
TrustList
Products · category

Top Equity Management Software for Private Equity

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

Want your product here?

Between them, the 7 equity management software on this page cover portfolio management (5), financial modeling (5), participant portal (5) and document storage (4). 7 of them have written a profile you can read before you get in touch.

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. Preqin Solutions logo

    Preqin Solutions

    Cap Table Management · Portfolio Management · Financial Modeling

    Preqin Solutions, formerly Baxon Solutions, offers a cloud platform for investment portfolio management.

    Write a review
  2. Eqvista logo

    Eqvista

    Cap Table Management · Portfolio Management · Financial Modeling

    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.

    Write a review
  3. OPTRACK logo

    OPTRACK

    Cap Table Management

    OPTRACK is a secure web application that handles the accounting and tracking of employee stock options and other equity instruments.

    Write a review
  4. Vestd logo

    Vestd

    Cap Table Management · Portfolio Management · Financial Modeling

    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.

    Write a review
  5. Capdesk logo

    Capdesk

    Cap Table Management · Portfolio Management · Financial Modeling

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

    Write a review
  6. Fundraising and Cap Table Management Platform logo

    Fundraising and Cap Table Management Platform

    Cap Table Management · Portfolio Management · Participant Portal

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

    Write a review
  7. Captable.io logo

    Captable.io

    Cap Table Management · Financial Modeling

    LTSE Equity is the equity management platform designed to help companies across their complete journey Designed for every stage.

    Write a review

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
Apply for vettingHow vetting works

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
Sponsor this rankingSee prices
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

Related reading

Articles on this subject first, then the newest.

All articles
Browse

More categories

Jump to another ranked category.

All categories
Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.