Best Free Equity Management Software

Free Equity Management Software is a valuable tool for businesses that manage and track their equity, including stock options, employee ownership, and shareholder rights. This software helps companies maintain transparency, ensure compliance, and simplify managing equity across different entities and stakeholders. By providing a centralized platform, equity management software enables businesses to handle cap table management, employee vesting schedules, and shareholder communications efficiently. Equity management solutions typically include features such as stock option tracking, cap table management, reporting, and valuation tools. These tools help businesses optimize their equity strategies, reduce administrative burdens, and improve financial transparency. Free equity management software provides an accessible option for startups, small businesses, and emerging companies looking to manage equity without the costs of premium software. Explore the best free equity management software in this category to find solutions that fit your business needs. Start using free equity management software today to simplify equity tracking, enhance compliance, and support your business’s growth.
Note: Most of the products listed in this free equity management software category offer free trial versions, though they have restrictions like time limits, fixed number of users, or limited features. For more options and features, compare and evaluate all-time equity management software to find the best fit for you.

Last Updated: October 01, 2025

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42 Software

Popular Picks in Equity Management Software

Shareworks

Shareworks

$3 Per feautre

Carta

Carta

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Certent Equity Management

Certent Equity Management

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List of Top Free Equity Management Software

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Zapflow is an advanced investment management software designed to streamline the investment process for firms and professionals. This platform offers a comprehensive suite of tools for managing deal flow, conducting due diligence, and tracking portfolio performance. With its intuitive interface, users can easily organize and analyze investment opportunities, facilitating informed decision-making. ... Read more about Zapflow

Free Trial

Available

Pricing Type

$199 Per user

Location

Finland

PackHedge is an advanced investment management software designed to optimize portfolio management and enhance decision-making for investors. This comprehensive platform offers a range of tools for tracking investment performance, analyzing market trends, and managing risk effectively. With its user-friendly interface, PackHedge enables users to monitor portfolios in real time, providing valuable i... Read more about PackHedge

Free Trial

Available

Pricing Type

$5000 Per year

Location

Switzerland

Corporify is a specialized equity management software designed to help organizations manage their equity structures and shareholder information effectively. This platform provides tools for tracking ownership, managing equity transactions, and ensuring compliance with regulatory requirements. With Corporify, users can create and maintain detailed records of shareholders, equity grants, and stock o... Read more about Corporify

Free Trial

Available

Pricing Type

$1 Per year

Location

Belgium

trica equity is an equity management software designed for businesses to efficiently manage their shareholder information and equity distribution. The platform offers features for managing stock options, convertible securities, and investor relations, ensuring that businesses can easily track ownership structures. trica equity provides tools for calculating valuations, handling shareholder communi... Read more about trica equity

Free Trial

NA

Pricing Type

$15 Per user

Location

India

Eldison is an equity management software tailored for startups, investors, and financial professionals to manage cap tables, equity distribution, and shareholder relationships efficiently. The platform simplifies complex processes involved in issuing shares, tracking ownership, and handling equity grants, providing a centralized view of a company’s ownership structure. Eldison’s automated cap ... Read more about Eldison

Free Trial

NA

Pricing Type

$99 Per feautre

Location

NA

A1 Tracker is an intuitive project management software designed to enhance collaboration and streamline project workflows. This platform offers tools for task management, team collaboration, and progress tracking, ensuring that projects are completed on time and within budget. A1 Tracker’s userfriendly interface allows teams to easily assign tasks, set deadlines, and communicate in real time. Th... Read more about A1 Tracker

Free Trial

Available

Pricing Type

$200 Per user

Location

United States

Flowlie is a dynamic fundraising platform designed to help organizations efficiently manage and optimize their fundraising campaigns. Whether you're raising funds for a nonprofit, startup, or community project, Flowlie simplifies the process of creating, managing, and tracking donations. With an intuitive interface, it allows organizations to set up online donation pages, track donations in real-t... Read more about Flowlie

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Vumi is an intuitive investment management software solution that enables investors and asset managers to streamline portfolio management, track performance, and make informed decisions. With Vumi, users can manage a wide range of investment types, including stocks, bonds, mutual funds, and real estate, from a centralized dashboard. The software provides detailed analytics, performance reports, an... Read more about Vumi

Free Trial

Available

Pricing Type

$850 Per user

Location

Spain

InstaVal is an advanced equity management software designed to simplify the process of managing equity and investments for businesses. The platform offers tools for tracking stock options, managing cap tables, and facilitating compliance with regulatory requirements. With its intuitive interface, users can easily issue and manage equity grants, monitor vesting schedules, and generate reports for s... Read more about InstaVal

Free Trial

Available

Pricing Type

$249 Per month

Location

United Arab Emirates

EquityList is an equity management software designed to simplify the process of managing ownership stakes, stock options, and equity distribution within businesses, especially startups and private companies. The software offers an intuitive platform for tracking equity issuance, cap tables, stock options, and shareholder agreements, providing companies with a centralized location for all equity-re... Read more about EquityList

Free Trial

NA

Pricing Type

$2200 Per year

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

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

Incentrium is a comprehensive compensation management software that helps businesses optimize their compensation strategies and streamline the administration of employee benefits. The software enables organizations to design, implement, and manage competitive compensation plans that align with their business goals and employee retention strategies. Incentrium’s intuitive interface allows HR team... Read more about Incentrium

Free Trial

Available

Pricing Type

Contact Vendor

Location

Germany

Walter is a comprehensive equity management software solution designed to help businesses, startups, and private companies manage their equity plans and stock options efficiently. This software allows organizations to track ownership, stock grants, and option vesting schedules with precision. Walter simplifies the management of employee stock options, grants, and equity-based compensation plans, e... Read more about Walter

Free Trial

Available

Pricing Type

$99 Per month

Location

Canada

PCFM is an advanced equity management software designed to assist companies in managing shareholder equity efficiently. The platform streamlines equity tracking, stakeholder communication, and compliance, making it ideal for growing businesses with complex cap tables. PCFM offers tools for issuing shares, tracking ownership changes, and monitoring vesting schedules, helping companies stay organize... Read more about PCFM

Free Trial

Available

Pricing Type

Contact Vendor

Location

Canada

DealPotential is a comprehensive equity management software tailored to the needs of startups, investors, and entrepreneurs. Designed to simplify equity and cap table management, DealPotential provides tools for tracking ownership, share issuance, and funding rounds, ensuring transparency and accuracy. The platform’s document management feature allows users to store and organize essential legal ... Read more about DealPotential Entrepreneur Platform

Free Trial

NA

Pricing Type

Contact Vendor

Location

Sweden

LoyaltyOptions is an equity management software designed to simplify the administration of employee stock options, share plans, and equity awards. With LoyaltyOptions, companies can manage grant issuance, vesting schedules, and shareholder reporting in one platform, ensuring transparency and accuracy. The software provides employees with a portal to view their equity holdings, exercise options, an... Read more about LoyaltyOptions

Free Trial

Available

Pricing Type

$600 Per year

Location

Canada

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