Top Equity Management Software Companies

Global Equity Management Software Market size was valued at USD 674.95 Million in 2024 and is poised to grow from USD 756.62 Million in 2025 to USD 1886.8 Million by 2033, growing at a CAGR of 12.1% during the forecast period (2026–2033).

The equity management software industry is undergoing rapid transformation marked by strategic acquisitions and tech-driven innovation. In 2024, Bain Capital, BlackRock, and Fidelity acquired Envestnet for $4.5 billion, reinforcing the rising value of integrated wealth platforms. Similarly, Iress, holding 65% of Australia’s wealth advice market, drew buyout interest from Blackstone and Thoma Bravo, signaling consolidation trends. On the innovation front, Deel acquired Capbase in 2023 to integrate equity management into its HR platform, while SeedBlink launched an AI-powered equity management suite in May 2024 for European tech startups. Despite managing $2.5 trillion in assets, Carta shut down its private stock exchange, CartaX, in 2024, reflecting strategic refocusing. These developments reflect an industry pivoting toward scalable, cloud-based solutions and tighter ecosystem integration. 'Carta (U.S.) ', 'Ledgy (Germany) ', 'Euronext TruEquity (Netherlands) ', 'Eqvista (U.S.) ', 'KOGER Inc. (U.S.) ', 'Solium (Canada) ', 'Astrella (U.S.) ', 'Computershare (Australia) ', 'Altvia Solutions (U.S.) ', 'EquityEffect (U.S.) ', 'Gust Equity Management (U.S.) ', 'Global Shares (Ireland) ', 'Vestd Ltd. (U.K.) ', 'Imagineer Technology Group (U.S.) ', 'High Castle (U.S.) ', 'Deep Pool Financial Solutions Limited (Canada) ', 'Prolific Labs Incorporated (U.S.)'

The rising interest in private equity and widespread adoption of Employee Stock Ownership Plans (ESOPs) are fueling demand for equity management software. According to the National Center for Employee Ownership (NCEO), over 6,500 U.S. companies had ESOPs as of 2023, covering nearly 14 million participants. In response, Carta reported in its 2023 investor presentation that it surpassed $130 billion in assets managed through its equity platform. Stripe, in 2023 regulatory filings, disclosed issuing over $1 billion in employee equity, highlighting the growing complexity requiring digital cap table management.

Rise of Global Multi-Entity Cap Table Management: As companies operate across jurisdictions, managing equity across multiple legal entities is crucial. In 2024, Ledgy reported a 70% increase in customers managing cap tables across three or more countries, indicating growing demand for software with built-in international compliance features.

North America dominates the equity management software industry, driven by a mature financial ecosystem, early adoption of SaaS technologies, and a surge in equity-based compensation programs. In 2023, over 55% of Fortune 1000 companies used digital equity platforms, according to NASDAQ reports. The region's strong regulatory infrastructure, including SEC compliance requirements and updates to Rule 701, drives demand for automated cap table and compliance tools. Additionally, venture capital funding in the U.S. reached $170 billion in 2023, fueling startup adoption of equity management tools to handle complex share structures.