Shareworks
Equity Management
Equity administration platform by Morgan Stanley for employee stock plans and cap tables.
Alternatives to Fidelity Stock Plan
- 2Equity Management
Pulley
Equity Management
Pulley helps startups and private companies manage cap tables, equity plans, and related investor workflows with a modern product experience.
Compliance automation and trackingHris and accounting system integrationsPrice$100+ / month
- 3Equity Management
Eqvista
Equity Management
Cap table and equity management platform for private companies offering 409A valuations, waterfall analysis, and option grants.
Free planFree trialTiered plansFinancial ReportingFounder / CEO - 4Equity Management
Certent Equity Management
Equity Management
Equiniti Certent provides equity compensation and financial reporting software for public and private companies.
Cap table management with waterfall and scenario modeling - 5Equity Management
QualityKick
Equity Management
Quality management for small manufacturers with inspection plans, CAPA, and supplier management at affordable pricing.
Price$50+ / month
- 6Equity Management
Shoobx
Equity Management
Equity and financing management (acquired by FedEx/Fidelity) with cap table, legal automation, and data rooms.
- 7Equity Management
Ledgy
Equity Management
Equity management platform handling cap tables, stock plans, scenario modeling, and stakeholder portals for European startups.
Compensation ManagementInvestor Relations - 8Equity Management
Koski Finch
Financial Planning and Analysis
Equity compensation and financial planning platform for employees with stock plans.
Equity ManagementIndividual Contributor / Professional - 9Equity Management
Equity Management
Carta is a cap table management and equity administration platform for startups, providing 409A valuations, equity plan management, and fund administration.
Fund AccountingAccounting SoftwarePrice$83+ / month
- 10Equity Management
Mantle
Equity Management
AI-powered cap table and equity management platform for startups, plus a private-fund intelligence portal for LPs.
Cap table management and trackingEquity instrument issuance and managementDigital document signing and executionPrice$100+ / month
