Vendors

Equity Management

Capdesk

Unlock your equity and manage online in one place - from seed to exit with Capdesk's top-rated equity management software and expert team to support you on your journey to build wealth for you and your shareholders.

carta

Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. We’re on a mission to create more owners. With over 14,000 companies, more than 800,000 investors, law firms, and employees on our platform, and a commitment to transparency and equality in equity—we’re breaking the mold of how capital markets operate.

Certent

Across the globe, we work with our clients to not only keep up with their compliance challenges but to stay a proactive step ahead of them. We provide leading technology platforms to empower your teams along with brilliant humans.

Comptrack

Maximize the value of long term incentives. We help companies deliver and simplify equity plan management. CompTrak accommodates whatever unique needs your organization requires. Freeing you up to spend more time on what matters to you – improving the performance of your business.

EQVISTA

At Eqvista, we believe that our technology will ease the current system for share management, cap tables and company filings to a great degree. Our company is working to help transform how modern businesses are built and run.

Global Shares

Global Shares provides a platform that simplifies how you manage company ownership and employee share plan administration. Choose between a fully outsourced solution tailored with your branding or an easy-to-use package to manage your cap table and equity plans in-house. Global Shares will become an extension of your business and our certified equity experts will become part of your team.

OPTIONTRAX

Public or private, you're covered with OPTIONTRAX equity management. Through technology, education, and support we simplify your equity administration. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies.

Shareworks by Morgan Stanley

Realize the Full Potential of Equity Compensation.
Shareworks by Morgan Stanley provides innovative and intuitive solutions to help ease local and global implementation of equity plans, so you can support every stage of your company’s growth.

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