Top Equify Alternatives & Competitors

Finding the right software for your business can be challenging, and while Equify is a popular choice, it may not be the perfect fit for everyone. If you're exploring Equify alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Equify and discover the ideal solution tailored to your needs.

Equify is also listed in these categories:

Last Updated: October 02, 2025

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All Competitors and Alternatives to Equify

Capboard is a comprehensive equity management software designed to help organizations manage their equity ownership and streamline investor relations. This platform provides a robust suite of tools that enable users to track equity holdings, manage cap tables, and facilitate communications with investors efficiently. With Capboard, businesses can easily create and maintain detailed records of equi... Read more about Capboard

Free Trial

Available

Pricing Type

$1 Per user

Location

Spain

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

daappa is a sophisticated financial reporting software designed to help organizations streamline their financial processes and enhance decision-making. This platform offers a comprehensive suite of tools that enable users to create, manage, and analyze financial reports with ease. With daappa, finance teams can automate the generation of financial statements, dashboards, and performance metrics, e... Read more about daappa

Free Trial

Available

Pricing Type

Contact Vendor

Location

United Kingdom

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized platform for tracking equity ownership, issuing shares, and administering employee stock option plans. The software p... Read more about Diligent Equity

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Don’t waste another minute on manual investment management

InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze ma... Read more about InvestNext

Free Trial

NA

Pricing Type

$299 Per month

Location

United States

Ledgy is an equity management software designed to help startups and companies manage their equity plans effectively. This platform provides tools for tracking employee stock options, managing cap tables, and facilitating shareholder communications. With features such as automated reporting, customizable dashboards, and compliance support, Ledgy simplifies the process of managing equity, ensuring ... Read more about Ledgy

Free Trial

Available

Pricing Type

Contact Vendor

Location

Switzerland

Orchestra is a sophisticated investment management software designed for asset managers and investment firms looking to optimize their portfolio management processes. This platform offers robust tools for portfolio management, performance tracking, compliance reporting, and risk assessment, ensuring users can make informed investment decisions. With an intuitive interface, portfolio managers can e... Read more about Orchestra

Free Trial

NA

Pricing Type

$2 Per user

Location

New Zealand

Quoroom is an innovative equity management software designed to help organizations manage their equity ownership, fundraising, and investor relations effectively. This platform provides comprehensive tools for tracking equity distribution, managing shareholder communications, and ensuring compliance with regulations. With Quoroom, users can easily manage cap tables, process transactions, and gener... Read more about Quoroom

Free Trial

Available

Pricing Type

$9 Per user

Location

United Kingdom

Cap Table Management is an essential investment management software designed to simplify the complexities of managing a company's capitalization table. Ideal for startups, venture capital firms, and private companies, the software provides a centralized platform to track equity ownership, manage shareholder information, and oversee stock options. Cap Table Management offers intuitive features such... Read more about Cap Table Management

Free Trial

NA

Pricing Type

Contact Vendor

Location

United Kingdom

Rundit is an Investment Management Software designed to simplify the management of investments and portfolios. The platform offers tools for tracking asset performance, analyzing market trends, and managing financial data. Rundit allows investment professionals to monitor a wide range of investment vehicles, including stocks, bonds, mutual funds, and real estate. It includes features for generatin... Read more about Rundit

Free Trial

Available

Pricing Type

$299 Per month

Location

Finland

Vestd is an equity management software designed to streamline the management of employee stock options, ownership, and equity distribution for businesses. This platform simplifies complex processes by providing a secure and transparent system for managing cap tables, share allocation, and equity grants. Vestd helps businesses incentivize and reward their employees by offering stock options or equi... Read more about Vestd

Free Trial

NA

Pricing Type

$25 Per month

Location

United Kingdom

Allvue is a powerful accounting software designed to meet the complex financial management needs of businesses and investment firms. With its user-friendly interface, Allvue streamlines financial processes, including accounting, reporting, and compliance management. The software provides comprehensive features that support multi-currency transactions, portfolio accounting, and regulatory reporting... Read more about Allvue

Free Trial

NA

Pricing Type

$1 Per year

Location

United States

Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Baxon Solutions is a powerful investment management software designed to help financial advisors and investment firms optimize their investment processes. The platform offers comprehensive tools for portfolio management, performance analysis, and client reporting, enabling users to enhance their investment strategies. With Baxon Solutions, organizations can easily track investments, manage asset a... Read more about Baxon Solutions

Free Trial

Available

Pricing Type

$20000 Per user

Location

United Kingdom

FAQs About Equify Alternatives

Some of the best alternatives to Equify include Carta, Diligent Equity, Backstop, Vestd, Orchestra, Allvue, InvestNext, Ledgy, Cap Table Management, Quoroom, Capboard, Rundit, Baxon Solutions and daappa. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Equify, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like Diligent Equity, Ledgy, Quoroom, Capboard, Rundit, Baxon Solutions and daappa (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Equify can consider Carta, Diligent Equity, Backstop, Vestd, Orchestra, Allvue, InvestNext, Ledgy, Cap Table Management, Quoroom, Capboard, Rundit, Baxon Solutions and daappa. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Some of the best cloud-based alternatives to Equify include Carta, Diligent Equity, Backstop, Vestd, Orchestra, Allvue, InvestNext, Ledgy, Cap Table Management, Quoroom, Capboard, Rundit, Baxon Solutions and daappa. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

Yes, most Equify alternatives provide mobile apps for iOS and Android. Options like Carta, Backstop and InvestNext offer full-featured mobile applications that allow users to manage tasks, track progress, and collaborate on the go.

In conclusion, while Equify offers robust features for equity management, exploring alternatives like Allvue, Baxon Solutions, and Backstop can provide tailored solutions to meet specific business needs. Platforms such as Ledgy and Diligent Equity excel in user experience, while InvestNext and Vestd cater to unique investment scenarios. For comprehensive cap table management, Carta and Rundit stand out, whereas daappa and Capboard offer innovative approaches. Ultimately, evaluating these options ensures businesses find the best fit for their equity management requirements, enhancing efficiency and strategic decision-making.