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Best Equity Management Software For Free

Top picks for Equity Management Software available for Free

Optimize your equity investments with ease.

5.0

Excellent

Free trial not available

Freemium

Streamline your equity management with CapDesk.

5.0

Excellent

Free trial not available

Freemium

Efficiency and accuracy for global equity management.

4.8

Excellent

Free Trial available, Try Now

Freemium

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List of the Best Equity Management Software For Free as of September 2026

HighCastle

HighCastle

Optimize your equity investments with ease.

Best for: SMB teams · Mid-market · Enterprise

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What is HighCastle?

HighCastle is an equity portfolio management platform for individual investors, financial advisors, and wealth managers who need analysis and reporting across their full equity investment portfolios. It covers the complete investment lifecycle from portfolio analysis to performance reporting in ...

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Capdesk

Capdesk

Streamline your equity management with CapDesk.

Best for: SMB teams · Mid-market · Enterprise

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What is 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 ...

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Ledgy

Ledgy

Efficiency and accuracy for global equity management.

Best for: SMB teams · Mid-market · Enterprise

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What is Ledgy?

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 ...

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Free TrialTry Free →
Carta

Carta

Powering growth for investment managers.

Best for: SMB teams · Mid-market · Enterprise

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What is Carta?

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 ...

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Carta offers custom pricing plan

Gust Equity Management

Gust Equity Management

Streamlined solutions for successful investment management.

Best for: SMB teams · Mid-market

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What is Gust Equity 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 ...

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Gust Equity Management offers custom pricing plan

Astrella - Equity Management Software

Astrella

Streamline private company stock plan data with ease.

Best for: SMB teams · Mid-market · Enterprise

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What is Astrella?

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 ...

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

Eqvista

Eqvista

Smarter equity management made easy.

Best for: SMB teams · Mid-market · Enterprise

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What is Eqvista?

Eqvista is a comprehensive equity management platform, ranked #1 on G2 for Equity Management, that revolutionizes private market infrastructure with our breakthrough Eqvista Real-Time Company Valuation® technology, combining expert valuations from our in-house team of NACVA-certified, CVA and ...

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Free TrialTry Free →·

Starts from $2/user/month when Billed Yearly, also offers free forever plan

Captable.io

Captable.io

Streamlining equity management for maximum efficiency.

Best for: SMB teams · Mid-market · Enterprise

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What is Captable.io?

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 ...

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Captable.io offers custom pricing plan

Capiche

Capiche

Streamline your portfolio with Capiche.

Best for: SMB teams · Mid-market · Enterprise

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What is 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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Capiche offers custom pricing plan

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].