16 beste Softwarelösungen für Aktienmanagement im Test 2026

Ledgy is an equity management platform designed for private and public companies alike, focusing on compliance and efficiency. It caters to financial, legal, and HR teams by simplifying share plan administration and ensuring regulatory compliance.

Why I picked Ledgy: Ledgy excels at meeting European compliance needs with features like centralized cap table management and investor relations tools. It offers cross-border employee management and international equity plan management, making it ideal for companies expanding globally. Ledgy's integration with over 70 HRIS systems allows for efficient data management.

Standout features and integrations:

Features include automated share plan administration, compliance management, and financial reporting. Ledgy supports global compliance with automated reports and custom vesting options. It also offers an intuitive dashboard for better employee engagement.

Integrations include BambooHR, ADP Workforce Now, Personio, Docusign, HiBob, Gusto, PayFit, and more.

Carta is a cloud-based equity management software designed for startups and venture-backed companies. It helps manage cap tables, equity compensation, and financial reporting. Its main users are financial teams looking to digitize and simplify equity management processes.

Why I picked Carta: Carta is tailored for startup equity management, providing audit-ready 409A and IFRS 13 valuations and end-to-end audit support. Its user-friendly interface and secure document storage make it a reliable choice for startups. Carta's integrations with financial and HR systems further improve its utility, especially for growing companies.

Standout features and integrations:

Features include cap table management, equity plan administration, and valuation tracking. Carta offers detailed financial reporting and secure document storage, making it easier for your team to manage equity. It also includes scenario modeling to visualize financial outcomes.

Integrations include QuickBooks, Gusto, Bamboo, Workday, Namely, Rippling, Sequoia, and more.

insightsoftware is a financial software solution designed for finance teams looking to improve reporting and analytics. It serves enterprises by providing tools for financial reporting, budgeting, and compliance.

Why I picked insightsoftware: insightsoftware integrates financial reporting with equity management, allowing your team to access in-depth data insights. It features live data access and self-service reporting to help you make informed decisions. The platform supports automated financial and ESG reporting, ensuring your reports meet regulatory standards. Its focus on financial integration makes it a strong choice for businesses needing detailed financial insights.

Standout features and integrations:

Features include customizable dashboards, real-time analytics, and compliance management. insightsoftware offers budgeting tools and detailed financial reporting, which helps your team stay on top of financial data. It also provides audit trails to ensure transparency and accuracy.

Integrations include Microsoft Excel, SAP, Oracle, JD Edwards, Microsoft Dynamics, NetSuite, Sage, Epicor, Infor, and more.

Eqvista is an equity management software aimed at startups and growing companies, focusing on cap table management and valuations. It helps co-founders and financial teams manage equity and ensure compliance.

Why I picked Eqvista: Eqvista offers free cap table management, making it accessible for startups and small businesses. It provides 409A valuations and FMV valuations, ensuring your team can handle equity tasks without extra costs. Eqvista also includes automated issuance and transfers, as well as waterfall analysis, which are essential for maintaining organized records. Its focus on cost-effective solutions makes it a valuable tool for budget-conscious companies.

Standout features and integrations:

Features include automated equity plan management, shareholder management, and document storage. Eqvista offers tools for managing vesting schedules and generating reports, which help your team stay organized. It also provides real-time visibility of cap tables to ensure accuracy.

Integrations are not publicly listed.

Diligent is an equity management software designed for enterprises that need extensive governance and compliance capabilities. It helps boards and executives manage cap tables, compliance, and strategic planning.

Why I picked Diligent: Diligent offers governance solutions that integrate with equity management, making it ideal for companies focused on compliance and strategic oversight. Its features include Committee Manager and digital voting, which help your team maintain transparency and accountability. Diligent's advanced encryption and strict access controls ensure sensitive information is protected. Its focus on governance and compliance makes it a strong choice for enterprises with complex needs.

Standout features and integrations:

Features include automated compliance tracking, customizable reporting, and secure document storage. Diligent provides tools for strategic planning and board management, which help your team align on key decisions. It also offers real-time data insights to support informed decision-making.

Integrations are not publicly listed.

Qapita is an equity management platform designed for company ownership and funds focusing on cap table management, stock options (ISOs/NSOs, RSUs, global teams, and ASC 718), and valuations. It primarily serves founders, investors, and employees, helping simplify equity management and ensure compliance.

Why I picked Qapita: Qapita provides localized compliance support and stock plan management features. It offers 409A valuations without black-box shortcuts or hidden costs, making it easier for your team to manage complex equity structures. The platform provides global compliance and automated GAAP/IFRS reporting, which are important for companies operating across jurisdictions.

Standout features and integrations:

Features include automated workflows, transparent dashboards, and compliance-ready reporting. Qapita offers multi-currency cap table management, which is useful for companies with international operations. It also provides tools for employee liquidity programs and secondary transactions.

Integrations include BambooHR, Darwinbox, Docusign, Workday, HROne, and more.

Pulley is an equity management software designed for startups and growing companies, focusing on cap table management and compliance. It primarily serves founders and finance teams by simplifying equity tracking and providing detailed financial insights.

Why I picked Pulley: Pulley offers customizable reports, allowing you to tailor financial insights to your specific needs. It provides fundraising modeling and dilution analysis, which are features that help your team understand equity distribution impacts. The platform's intuitive interface makes it easy to manage complex cap tables. Pulley's focus on customization makes it a versatile tool for businesses with unique reporting requirements.

Standout features and integrations:

Features include scenario modeling, waterfall analysis, and vesting schedule tracking. Pulley provides tools for ESOP management and equity distribution. It also includes an intuitive dashboard for quick access to key metrics.

Integrations include QuickBooks, Gusto, BambooHR, Rippling, Zenefits, Workday, and more.

Orchestra is an equity management platform designed for companies looking to improve investor relations and communication. It serves finance teams and executives by offering tools for managing cap tables and engaging with investors.

Why I picked Orchestra: Orchestra excels in providing investor relations tools, which help your team maintain strong connections with stakeholders. It features automated dividend payouts and secure investor portals, ensuring transparency in equity distribution. The platform's real-time portfolio tracking enables efficient engagement with investors, keeping them informed and involved. Its focus on investor relations makes it a valuable asset for companies prioritizing stakeholder communication.

Standout features and integrations:

Features include automated cap table management, detailed reporting, and communication tools. Orchestra provides customizable dashboards to give your team insights into equity distribution. It also offers tools for managing shareholder meetings and voting processes.

Integrations are not publicly listed.

Fidelity Private Shares is an equity management platform designed for private companies looking to facilitate share liquidity and transactions. It serves founders and investors by offering tools for managing private share sales and liquidity events.

Why I picked Fidelity Private Shares: Fidelity Private Shares specializes in providing liquidity solutions for private shares, which is vital for companies seeking flexibility in share transactions. It offers features such as advanced modeling and analysis, as well as compliance automation, helping your team handle complex liquidity events. The platform's focus on compliance ensures that all transactions adhere to regulatory requirements. Its emphasis on liquidity solutions makes it a valuable tool for companies looking to manage private share sales effectively.

Standout features and integrations:

Features include transaction management, valuation services, and compliance support. Fidelity Private Shares provides tools for managing liquidity events and facilitating private share sales. It also offers reporting capabilities to keep your team informed about transaction details.

Integrations include Gusto, ADP Run, Horizon Payroll, Justworks, QuickBooks, Sequoia One, Wave, and more.

Cake is an equity management software specifically designed for small businesses and startups to manage cap tables and employee equity plans. It helps founders and small business owners simplify equity management and compliance tasks.

Why I picked Cake: Cake is tailored for small businesses, offering straightforward equity management solutions that simplify complex tasks. It features easy-to-use templates and scenario modeling tools, which are perfect for startups. The platform provides simplified compliance workflows to help ensure your team meets regulatory requirements without hassle. Its simplicity and focus on small businesses make it an excellent choice for those new to equity management.

Standout features and integrations:

Features include cap table management, employee equity plans, and compliance support. Cake provides tools to help your team manage equity grants and track vesting schedules. It also offers reporting features to keep stakeholders informed.

Integrations are not publicly listed.

J.P. Morgan Workplace Solutions is an equity management platform tailored for large enterprises needing all-inclusive financial and equity services and IPO support. It helps executives and HR teams manage equity plans, compliance, and employee benefits.

Why I picked J.P. Morgan Workplace Solutions: J.P. Morgan Workplace Solutions caters specifically to large enterprises, providing scalable solutions for managing complex equity structures. It offers features such as employee equity programs to keep your team aligned with corporate goals. The platform's strict access management helps ensure sensitive data is protected. Its focus on large-scale operations makes it a suitable choice for companies with extensive equity management needs.

Standout features and integrations:

Features include detailed compliance reporting, employee benefit management, and thorough security measures. J.P. Morgan Workplace Solutions provides tools for managing complex equity structures and aligning them with corporate objectives. It also offers customizable dashboards to give your team clear insights.

Integrations are not publicly listed.

Astrella is an equity management platform that leverages blockchain technology to offer secure and transparent cap table management. It serves startups and growing companies by providing tools for equity plan administration and investor relations.

Why I picked Astrella: Astrella uses blockchain technology to improve security and transparency in equity management. It offers document vault and scenario modeling features, which help your team stay organized and compliant. Astrella's focus on blockchain makes it a unique option for companies seeking cutting-edge security solutions.

Standout features and integrations:

Features include automated cap table updates, compliance tracking, and investor relations tools. Astrella provides secure transaction recording through its blockchain ledger. It also offers reporting tools to help your team stay informed on equity positions.

Integrations are not publicly listed.