List of Equity Management Software for SMBs in 2025

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List of the Best Equity Management Software For Small Business as of June 2025

Ledgy

Efficiency and accuracy for global equity management.

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4.9

(23)

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Product Description

Ledgy empowers over 3,500 companies globally, including Getir, Airwallex and wefox, to streamline their equity operations across multiple countries, reduce costs associated with auditing, legal, and administrative tasks, and automate repetitive processes like document generation and signature ...

Pricing

Free Trial available, Try Now

Vestd

Efficient equity management for today's traders.

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4.9

(13)

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Product Description

Vestd is a modern, state of the art online equity management platform for compatible with the usual trading tools like Bloomberg or Reuters. The platform is accessible via any device and allows traders to use the best of their time not only on stock selection but managing risks as well.

Pricing

HighCastle

Optimize your equity investments with ease.

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4.7

(2)

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Product Description

The HighCastle Equity Management Software provides portfolio analysis, management and reporting across the complete equity investment lifecycle. HighCastle is specifically geared to meet the needs of individual investors, financial professionals and wealth managers.

Pricing

Capdesk

Streamline your equity management with CapDesk.

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4.6

(2)

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Product Description

CapDesk is an equity management software designed for hedge funds and other alternative investments with a heavy buy-side focus. This software provides all the functionality needed to put in an optimal limit order, and closely monitor market movements. It includes sophisticated features such as ...

Pricing

Gust Equity Management

Streamlined solutions for successful investment management.

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4.5

(1)

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Product Description

Gust Equity Management software is an efficient and easy-to-use system that enables investment firms to manage client accounts and communicate with clients quickly and easily. Gust Equity Management software offers a range of features to helps to provide better service clients, maintain ...

Pricing

Gust Equity Management offers custom pricing plan

Capshare

Streamline equity management with Capshare.

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4.4

(11)

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Product Description

Capshare is a cloud-based equity management software for businesses. It offers businesses 2-way visibility into their cash and stock transactions. Capshare provides businesses with the flexibility to grow and scale their business operations using equity capital while reducing risk and ...

Pricing

Carta

Powering growth for investment managers.

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4.1

(52)

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Product Description

Carta is an equity management software system that provides comprehensive operational, analytical and administrative tools to help investment managers grow and protect their AUM. From portfolio reporting and performance monitoring, to research collaboration and regulatory adherence, Carta's ...

Pricing

Carta offers custom pricing plan

EquityEffect

Streamline your private equity management.

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3.2

(1)

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Product Description

EquityEffect is a private equity management software (PMS) that works with any version of Microsoft SQL Server and Windows. EquityEffect was architected to allow mid-size buy side PM firms to consolidate their management reporting needs into a single software system that eliminates significant ...

Pricing

Free Trial available

EquityEffect offers custom pricing plan

Vega Equity

Streamline ESOP management with Vega Equity.

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Product Description

Vega Equity is built for Investors, Startups, and Employees who want a streamlined and hassle-free ESOP and Cap Table management. Built to enable organizations to go Digital, Paperless, Secure, and Self-serviced, Vega Equity enables users to prepare ESOP plans with easy drag-and-drop features. ...

Pricing

Free Trial available, Try Now

Vega Equity offers custom pricing plan

Equidam

Empower your startup decisions with market intelligence.

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Product Description

Introducing Equidam, the ultimate solution for all your startup valuation needs. As the leading startup valuation platform, Equidam is a game-changer for finance professionals, merger and acquisition specialists, and those involved in fundraising activities. Leveraging cutting-edge algorithms ...

Pricing

Starts from $134.95 when Billed Yearly

Astrella

Streamline private company stock plan data with ease.

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Product Description

Astrella is a powerful cloud-based self-service management software that simplifies the task of handling private company stock plan data. With blockchain technology and AI backing this platform, entrepreneurs, SMEs, as well as large corporations, can securely and efficiently move from private ...

Pricing

Starts from $5/Month, also offers free forever plan

WOWS Cap Table

Streamline equity management with WOWS Cap Table.

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Product Description

Take control of the equity management process with WOWS Cap Table: the simple, digital solution to simplify and streamline the complexities of managing and tracking shared ownership. With easy accessibility and transparency between stakeholders, this user-friendly tool is the perfect choice for ...

Pricing

WOWS Cap Table offers custom pricing plan

Orchestra

Efficiently manage share registry with Orchestra.

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Product Description

Orchestra is your essential share registry solution! Streamline your administrative process, meet company obligations, and reduce risk of non-compliance with our solution. Easily manage employee share schemes, track shareholdings, send notifications to shareholders, and process transactions. ...

Pricing

TOPPEQ

Empowering portfolio managers for success.

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Product Description

TOPPEQ Workstation is the equity management software application that helps active fund and ETF portfolio managers worldwide to reasonablly and effectively manage their investments in a highly competitive market environment. The software supports with features such as risk measurement, ...

Pricing

TOPPEQ offers custom pricing plan

Pulley

Streamline Portfolio Management and Trade with Pulley EMS.

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Product Description

Pulley's Equity Management Software (EMS) is a data platform for managing portfolio and trading on user's behalf. Pulley EMS is filled with features to help make the right trades, at the right time, including powerful screening tools to analyze equities based on the trading criteria; news, ...

Pricing

Pulley offers custom pricing plan

Corporify

Streamline equity management for smarter investments.

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Product Description

Corporify is an equity management software designed for mid-sized to large corporations with cross-functional teams. Corporify helps optimize efficient portfolio construction and risk management, decreases cost of equity trading and improves cash flow conversion efficiency. It is a single ...

Pricing

Corporify offers custom pricing plan

Eqvista

Smarter equity management made easy.

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Product Description

Eqvista is the latest Equity Management Software application from equity management systems (EMS), providing a global approach to equity investment, performance measurement and trading. With Equvista user can reduce operation costs and automate routine equity workflows, while also creating ...

Pricing

Free Trial available, Try Now

Eqvista offers custom pricing plan

Captable.io

Streamlining equity management for maximum efficiency.

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Product Description

Captable.io is equity management software that simplifies the job of a fund manager and enables him to spend more time with his family and friends by automating administration functions. This fully automated process frees up the fund manager to focus on key responsibilities such as analyzing ...

Pricing

Captable.io offers custom pricing plan

EquityList

Streamline your property management with EquityList.

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Product Description

EquityList is a comprehensive and simple to use software package for anyone involved in the property management sector of real estate investment. It has been developed to be easy to use and with features to suit everyone from larger professional companies to small family-run businesses. The ...

Pricing

EquityList offers custom pricing plan

Capiche

Streamline your portfolio with Capiche.

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Add to compare

Product Description

Capiche's Equity Management software streamlines the administration of real estate portfolio, simplifying and speeding up the collection of portfolio-level financial and tax information. Comparative analysis with past years is possible for all asset types including office, retail, industrial ...

Pricing

Free Trial available

Capiche offers custom pricing plan

Best Equity Management Software For Small Business

Ledgy

Efficiency and accuracy for global equity management.

Ledgy empowers over 3,500 companies globally, including Getir, Airwallex and wefox, to streamline their equity operations across multiple countries, reduce costs associated with auditing, legal, and administrative tasks, and automate repetitive processes like document generation and signature ...

Vestd

Efficient equity management for today's traders.

Vestd is a modern, state of the art online equity management platform for compatible with the usual trading tools like Bloomberg or Reuters. The platform is accessible via any device and allows traders to use the best of their time not only on stock selection but managing risks as well.

HighCastle

Optimize your equity investments with ease.

The HighCastle Equity Management Software provides portfolio analysis, management and reporting across the complete equity investment lifecycle. HighCastle is specifically geared to meet the needs of individual investors, financial professionals and wealth managers.

Capdesk

Streamline your equity management with CapDesk.

CapDesk is an equity management software designed for hedge funds and other alternative investments with a heavy buy-side focus. This software provides all the functionality needed to put in an optimal limit order, and closely monitor market movements. It includes sophisticated features such as ...

Gust Equity Management

Streamlined solutions for successful investment management.

Gust Equity Management software is an efficient and easy-to-use system that enables investment firms to manage client accounts and communicate with clients quickly and easily. Gust Equity Management software offers a range of features to helps to provide better service clients, maintain ...

Capshare

Streamline equity management with Capshare.

Capshare is a cloud-based equity management software for businesses. It offers businesses 2-way visibility into their cash and stock transactions. Capshare provides businesses with the flexibility to grow and scale their business operations using equity capital while reducing risk and ...

Carta

Powering growth for investment managers.

Carta is an equity management software system that provides comprehensive operational, analytical and administrative tools to help investment managers grow and protect their AUM. From portfolio reporting and performance monitoring, to research collaboration and regulatory adherence, Carta's ...

EquityEffect

Streamline your private equity management.

EquityEffect is a private equity management software (PMS) that works with any version of Microsoft SQL Server and Windows. EquityEffect was architected to allow mid-size buy side PM firms to consolidate their management reporting needs into a single software system that eliminates significant ...

Vega Equity

Streamline ESOP management with Vega Equity.

Vega Equity is built for Investors, Startups, and Employees who want a streamlined and hassle-free ESOP and Cap Table management. Built to enable organizations to go Digital, Paperless, Secure, and Self-serviced, Vega Equity enables users to prepare ESOP plans with easy drag-and-drop features. ...

Equidam

Empower your startup decisions with market intelligence.

Introducing Equidam, the ultimate solution for all your startup valuation needs. As the leading startup valuation platform, Equidam is a game-changer for finance professionals, merger and acquisition specialists, and those involved in fundraising activities. Leveraging cutting-edge algorithms ...

Astrella

Streamline private company stock plan data with ease.

Astrella is a powerful cloud-based self-service management software that simplifies the task of handling private company stock plan data. With blockchain technology and AI backing this platform, entrepreneurs, SMEs, as well as large corporations, can securely and efficiently move from private ...

WOWS Cap Table

Streamline equity management with WOWS Cap Table.

Take control of the equity management process with WOWS Cap Table: the simple, digital solution to simplify and streamline the complexities of managing and tracking shared ownership. With easy accessibility and transparency between stakeholders, this user-friendly tool is the perfect choice for ...

Orchestra

Efficiently manage share registry with Orchestra.

Orchestra is your essential share registry solution! Streamline your administrative process, meet company obligations, and reduce risk of non-compliance with our solution. Easily manage employee share schemes, track shareholdings, send notifications to shareholders, and process transactions. ...

TOPPEQ

Empowering portfolio managers for success.

TOPPEQ Workstation is the equity management software application that helps active fund and ETF portfolio managers worldwide to reasonablly and effectively manage their investments in a highly competitive market environment. The software supports with features such as risk measurement, ...

Pulley

Streamline Portfolio Management and Trade with Pulley EMS.

Pulley's Equity Management Software (EMS) is a data platform for managing portfolio and trading on user's behalf. Pulley EMS is filled with features to help make the right trades, at the right time, including powerful screening tools to analyze equities based on the trading criteria; news, ...

Corporify

Streamline equity management for smarter investments.

Corporify is an equity management software designed for mid-sized to large corporations with cross-functional teams. Corporify helps optimize efficient portfolio construction and risk management, decreases cost of equity trading and improves cash flow conversion efficiency. It is a single ...

Eqvista

Smarter equity management made easy.

Eqvista is the latest Equity Management Software application from equity management systems (EMS), providing a global approach to equity investment, performance measurement and trading. With Equvista user can reduce operation costs and automate routine equity workflows, while also creating ...

Captable.io

Streamlining equity management for maximum efficiency.

Captable.io is equity management software that simplifies the job of a fund manager and enables him to spend more time with his family and friends by automating administration functions. This fully automated process frees up the fund manager to focus on key responsibilities such as analyzing ...

EquityList

Streamline your property management with EquityList.

EquityList is a comprehensive and simple to use software package for anyone involved in the property management sector of real estate investment. It has been developed to be easy to use and with features to suit everyone from larger professional companies to small family-run businesses. The ...

Capiche

Streamline your portfolio with Capiche.

Capiche's Equity Management software streamlines the administration of real estate portfolio, simplifying and speeding up the collection of portfolio-level financial and tax information. Comparative analysis with past years is possible for all asset types including office, retail, industrial ...

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