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Global Equity Management Software Market Size, Share & Trends Analysis Report By Enterprise Size (Large Enterprises, and Small & Medium-sized Enterprises), By Type, By Application, By Regional Outlook and Forecast, 2024 - 2031

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    Report

  • 233 Pages
  • April 2024
  • Marqual IT Solutions Pvt. Ltd (KBV Research)
  • ID: 5955312
The Global Equity Management Software Market size is expected to reach $1.5 billion by 2031, rising at a market growth of 13.8% CAGR during the forecast period.

Mobile and cloud solutions enable equity management software to be accessed anytime, anywhere, using various devices such as smartphones, tablets, and laptops in Mexico. This accessibility and flexibility empower users in Mexico to manage equity-related tasks on the go, regardless of location or device, enhancing convenience and productivity. Consequently, The North America region would generate a revenue of USD 191.5 million in 2023. Companies in North America are increasingly leveraging equity compensation as part of their employee benefits packages, driving the need for software to manage these programs effectively.



Real-time analytics provide immediate insights into equity compensation data, allowing companies to make informed decisions promptly. Instead of waiting for batch processing or manual data analysis, companies can access up-to-date information on equity grants, ownership percentages, and performance metrics in real time. Thus, because of the growing necessity of real-time analytics, the market is anticipated to increase significantly.

Additionally, Large and medium-sized enterprises typically have a larger workforce and more equity plan participants than small businesses. Managing equity grants, tracking vesting schedules, and ensuring compliance with regulatory requirements for many employees can be challenging without dedicated software solutions. Therefore, the market is expanding significantly due to the increased usage in large and medium-sized enterprises.

However, Regulatory compliance requirements related to equity compensation are often complex and subject to frequent changes. Developing and maintaining equity management software solutions that can adapt to these evolving regulations requires significant investment in research, development, and ongoing updates. The high costs of ensuring compliance can deter software providers from entering the market or lead to higher customer prices. Thus, regulatory compliance burden can slow down the growth of the market.

By Type Analysis

On the basis of type, the market is segmented into basic (Under $50/Month), standard ($50-100/Month), and senior (Above 100/Month). The standard ($50-100/Month) segment covered a 31.1% revenue share in the market in 2023. Equity management software in the standard ($50-100/month) segment allows advanced analytics and reporting capabilities to help businesses gain insights into their equity compensation programs. This may include tools for performance tracking, scenario modeling, and trend analysis, allowing businesses to make data-driven decisions to optimize their equity plans and drive shareholder value.

By Application Analysis

Based on application, the market is categorized into private corporations, start-ups, listed companies, and others. In 2023, the private corporation segment dominated the market with 33% revenue share. Private corporations are subject to different regulatory requirements than public companies, particularly in financial reporting and governance. Equity management software assist private corporations in complying with applicable regulations, such as IRS rules for equity compensation taxation, SEC regulations for private placements, and state securities laws. Private corporations often rely on accounting and financial systems to manage their financial operations and reporting.



By Enterprise Analysis

By enterprise size, the market is bifurcated into large enterprises and small & medium-sized enterprises. In 2023, the large enterprises segment witnessed a 64.5% revenue share in the market. Software for equity management that is scalable to accommodate the growing needs of large organizations and process massive volumes of equity transactions and data is essential. Software providers guarantee that their platforms are built to maintain a high level of efficiency and reliability despite extensive usage.

By Regional Analysis

Region-wise, the market is analyzed across North America, Europe, Asia Pacific, and LAMEA. In 2023, the Asia Pacific region acquired a 27.2% revenue share in the market. The region is undergoing tremendous economic expansion and is attracting major investment, particularly in technology, finance, and other industries. It has a burgeoning start-up ecosystem, with a growing number of technology start-ups and innovative companies. The region is also experiencing rapid technology adoption, including cloud computing, AI, and data analytics.

Recent Strategies Deployed in the Market

  • Nov-2023: Eqvista Inc. came into partnership with Cheqly Inc., the full-stack neobank for startups and SMEs in the US. Under this partnership, the companies will offer startups and SMEs a single solution for all their financial needs, from cap table management to valuation banking services and financing.
  • Mar-2023: JPMorgan Chase & Co. signed a definitive agreement to acquire Alumni, Inc., a provider of analytics software to the venture capital industry. Through this acquisition, J.P. Morgan will deliver an industry-leading suite of innovative solutions to the private markets. Additionally, Alumni will complement the Capital Connect platform by J.P. Morgan.
  • Dec-2022: Euronext N.V. completed the acquisition of the technology business from Nexi S.p.A., a financial technology company. With this acquisition, the company aims to bolster the essential functions of MTS and Euronext Securities Milan, in line with Euronext's strategy to enhance value by leveraging its integrated value chain and technological expertise.
  • Aug-2022: JPMorgan Chase & Co. took over Global Shares Ireland Limited, a provider of cloud-based software for managing share plans. With this acquisition, JPMorgan Chase aims to become a top provider in the industry, offering cutting-edge solutions for employee ownership to both private and public companies. Furthermore, companies and employees stand to gain from Global Shares' expertise in share plan services, complemented by J.P. Morgan's extensive range of wealth management, executive financial services, and banking products.
  • Aug-2022: eShares, Inc., doing business as Carta took over Capdesk, an equity management platform. Through this acquisition, Carta will enhance its position in the equity management market by utilizing Capdesk.

List of Key Companies Profiled

  • JPMorgan Chase & Co.
  • Preqin Ltd. (Dynamo Software)
  • Eqvista Inc.
  • Altvia Solutions, LLC
  • Euronext N.V.
  • Ledgy AG
  • DEEP POOL Financial Solutions Limited
  • eShares, Inc. (Carta, Inc.)
  • Gust, Inc.
  • Qapita Fintech Pte. Ltd.

Market Report Segmentation

By Enterprise Size
  • Large Enterprises
  • Small & Medium-sized Enterprises
By Type
  • Basic (Under $50/Month)
  • Standard ($50-100/Month)
  • Senior (Above $100/Month)
By Application
  • Private Corporation
  • Listed Companies
  • Start-ups
  • Others
By Geography
  • North America
  • US
  • Canada
  • Mexico
  • Rest of North America
  • Europe
  • Germany
  • UK
  • France
  • Russia
  • Spain
  • Italy
  • Rest of Europe
  • Asia Pacific
  • China
  • Japan
  • India
  • South Korea
  • Singapore
  • Malaysia
  • Rest of Asia Pacific
  • LAMEA
  • Brazil
  • Argentina
  • UAE
  • Saudi Arabia
  • South Africa
  • Nigeria
  • Rest of LAMEA

Table of Contents

Chapter 1. Market Scope & Methodology
1.1 Market Definition
1.2 Objectives
1.3 Market Scope
1.4 Segmentation
1.4.1 Global Equity Management Software Market, by Enterprise Size
1.4.2 Global Equity Management Software Market, by Type
1.4.3 Global Equity Management Software Market, by Application
1.4.4 Global Equity Management Software Market, by Geography
1.5 Methodology for the research
Chapter 2. Market at a Glance
2.1 Key Highlights
Chapter 3. Market Overview
3.1 Introduction
3.1.1 Overview
3.1.1.1 Market Composition and Scenario
3.2 Key Factors Impacting the Market
3.2.1 Market Drivers
3.2.2 Market Restraints
3.2.3 Market Opportunities
3.2.4 Market Challenges
3.3 Porter’s Five Forces Analysis
Chapter 4. Global Equity Management Software Market by Enterprise Size
4.1 Global Large Enterprises Market by Region
4.2 Global Small & Medium-sized Enterprises Market by Region
Chapter 5. Global Equity Management Software Market by Type
5.1 Global Basic (Under $50/Month) Market by Region
5.2 Global Standard ($50-100/Month) Market by Region
5.3 Global Senior (Above $100/Month) Market by Region
Chapter 6. Global Equity Management Software Market by Application
6.1 Global Private Corporation Market by Region
6.2 Global Listed Companies Market by Region
6.3 Global Start-ups Market by Region
6.4 Global Others Market by Region
Chapter 7. Global Equity Management Software Market by Region
7.1 North America Equity Management Software Market
7.1.1 North America Equity Management Software Market by Enterprise Size
7.1.1.1 North America Large Enterprises Market by Country
7.1.1.2 North America Small & Medium-sized Enterprises Market by Country
7.1.2 North America Equity Management Software Market by Type
7.1.2.1 North America Basic (Under $50/Month) Market by Country
7.1.2.2 North America Standard ($50-100/Month) Market by Country
7.1.2.3 North America Senior (Above $100/Month) Market by Country
7.1.3 North America Equity Management Software Market by Application
7.1.3.1 North America Private Corporation Market by Country
7.1.3.2 North America Listed Companies Market by Country
7.1.3.3 North America Start-ups Market by Country
7.1.3.4 North America Others Market by Country
7.1.4 North America Equity Management Software Market by Country
7.1.4.1 US Equity Management Software Market
7.1.4.1.1 US Equity Management Software Market by Enterprise Size
7.1.4.1.2 US Equity Management Software Market by Type
7.1.4.1.3 US Equity Management Software Market by Application
7.1.4.2 Canada Equity Management Software Market
7.1.4.2.1 Canada Equity Management Software Market by Enterprise Size
7.1.4.2.2 Canada Equity Management Software Market by Type
7.1.4.2.3 Canada Equity Management Software Market by Application
7.1.4.3 Mexico Equity Management Software Market
7.1.4.3.1 Mexico Equity Management Software Market by Enterprise Size
7.1.4.3.2 Mexico Equity Management Software Market by Type
7.1.4.3.3 Mexico Equity Management Software Market by Application
7.1.4.4 Rest of North America Equity Management Software Market
7.1.4.4.1 Rest of North America Equity Management Software Market by Enterprise Size
7.1.4.4.2 Rest of North America Equity Management Software Market by Type
7.1.4.4.3 Rest of North America Equity Management Software Market by Application
7.2 Europe Equity Management Software Market
7.2.1 Europe Equity Management Software Market by Enterprise Size
7.2.1.1 Europe Large Enterprises Market by Country
7.2.1.2 Europe Small & Medium-sized Enterprises Market by Country
7.2.2 Europe Equity Management Software Market by Type
7.2.2.1 Europe Basic (Under $50/Month) Market by Country
7.2.2.2 Europe Standard ($50-100/Month) Market by Country
7.2.2.3 Europe Senior (Above $100/Month) Market by Country
7.2.3 Europe Equity Management Software Market by Application
7.2.3.1 Europe Private Corporation Market by Country
7.2.3.2 Europe Listed Companies Market by Country
7.2.3.3 Europe Start-ups Market by Country
7.2.3.4 Europe Others Market by Country
7.2.4 Europe Equity Management Software Market by Country
7.2.4.1 Germany Equity Management Software Market
7.2.4.1.1 Germany Equity Management Software Market by Enterprise Size
7.2.4.1.2 Germany Equity Management Software Market by Type
7.2.4.1.3 Germany Equity Management Software Market by Application
7.2.4.2 UK Equity Management Software Market
7.2.4.2.1 UK Equity Management Software Market by Enterprise Size
7.2.4.2.2 UK Equity Management Software Market by Type
7.2.4.2.3 UK Equity Management Software Market by Application
7.2.4.3 France Equity Management Software Market
7.2.4.3.1 France Equity Management Software Market by Enterprise Size
7.2.4.3.2 France Equity Management Software Market by Type
7.2.4.3.3 France Equity Management Software Market by Application
7.2.4.4 Russia Equity Management Software Market
7.2.4.4.1 Russia Equity Management Software Market by Enterprise Size
7.2.4.4.2 Russia Equity Management Software Market by Type
7.2.4.4.3 Russia Equity Management Software Market by Application
7.2.4.5 Spain Equity Management Software Market
7.2.4.5.1 Spain Equity Management Software Market by Enterprise Size
7.2.4.5.2 Spain Equity Management Software Market by Type
7.2.4.5.3 Spain Equity Management Software Market by Application
7.2.4.6 Italy Equity Management Software Market
7.2.4.6.1 Italy Equity Management Software Market by Enterprise Size
7.2.4.6.2 Italy Equity Management Software Market by Type
7.2.4.6.3 Italy Equity Management Software Market by Application
7.2.4.7 Rest of Europe Equity Management Software Market
7.2.4.7.1 Rest of Europe Equity Management Software Market by Enterprise Size
7.2.4.7.2 Rest of Europe Equity Management Software Market by Type
7.2.4.7.3 Rest of Europe Equity Management Software Market by Application
7.3 Asia Pacific Equity Management Software Market
7.3.1 Asia Pacific Equity Management Software Market by Enterprise Size
7.3.1.1 Asia Pacific Large Enterprises Market by Country
7.3.1.2 Asia Pacific Small & Medium-sized Enterprises Market by Country
7.3.2 Asia Pacific Equity Management Software Market by Type
7.3.2.1 Asia Pacific Basic (Under $50/Month) Market by Country
7.3.2.2 Asia Pacific Standard ($50-100/Month) Market by Country
7.3.2.3 Asia Pacific Senior (Above $100/Month) Market by Country
7.3.3 Asia Pacific Equity Management Software Market by Application
7.3.3.1 Asia Pacific Private Corporation Market by Country
7.3.3.2 Asia Pacific Listed Companies Market by Country
7.3.3.3 Asia Pacific Start-ups Market by Country
7.3.3.4 Asia Pacific Others Market by Country
7.3.4 Asia Pacific Equity Management Software Market by Country
7.3.4.1 China Equity Management Software Market
7.3.4.1.1 China Equity Management Software Market by Enterprise Size
7.3.4.1.2 China Equity Management Software Market by Type
7.3.4.1.3 China Equity Management Software Market by Application
7.3.4.2 Japan Equity Management Software Market
7.3.4.2.1 Japan Equity Management Software Market by Enterprise Size
7.3.4.2.2 Japan Equity Management Software Market by Type
7.3.4.2.3 Japan Equity Management Software Market by Application
7.3.4.3 India Equity Management Software Market
7.3.4.3.1 India Equity Management Software Market by Enterprise Size
7.3.4.3.2 India Equity Management Software Market by Type
7.3.4.3.3 India Equity Management Software Market by Application
7.3.4.4 South Korea Equity Management Software Market
7.3.4.4.1 South Korea Equity Management Software Market by Enterprise Size
7.3.4.4.2 South Korea Equity Management Software Market by Type
7.3.4.4.3 South Korea Equity Management Software Market by Application
7.3.4.5 Singapore Equity Management Software Market
7.3.4.5.1 Singapore Equity Management Software Market by Enterprise Size
7.3.4.5.2 Singapore Equity Management Software Market by Type
7.3.4.5.3 Singapore Equity Management Software Market by Application
7.3.4.6 Malaysia Equity Management Software Market
7.3.4.6.1 Malaysia Equity Management Software Market by Enterprise Size
7.3.4.6.2 Malaysia Equity Management Software Market by Type
7.3.4.6.3 Malaysia Equity Management Software Market by Application
7.3.4.7 Rest of Asia Pacific Equity Management Software Market
7.3.4.7.1 Rest of Asia Pacific Equity Management Software Market by Enterprise Size
7.3.4.7.2 Rest of Asia Pacific Equity Management Software Market by Type
7.3.4.7.3 Rest of Asia Pacific Equity Management Software Market by Application
7.4 LAMEA Equity Management Software Market
7.4.1 LAMEA Equity Management Software Market by Enterprise Size
7.4.1.1 LAMEA Large Enterprises Market by Country
7.4.1.2 LAMEA Small & Medium-sized Enterprises Market by Country
7.4.2 LAMEA Equity Management Software Market by Type
7.4.2.1 LAMEA Basic (Under $50/Month) Market by Country
7.4.2.2 LAMEA Standard ($50-100/Month) Market by Country
7.4.2.3 LAMEA Senior (Above $100/Month) Market by Country
7.4.3 LAMEA Equity Management Software Market by Application
7.4.3.1 LAMEA Private Corporation Market by Country
7.4.3.2 LAMEA Listed Companies Market by Country
7.4.3.3 LAMEA Start-ups Market by Country
7.4.3.4 LAMEA Others Market by Country
7.4.4 LAMEA Equity Management Software Market by Country
7.4.4.1 Brazil Equity Management Software Market
7.4.4.1.1 Brazil Equity Management Software Market by Enterprise Size
7.4.4.1.2 Brazil Equity Management Software Market by Type
7.4.4.1.3 Brazil Equity Management Software Market by Application
7.4.4.2 Argentina Equity Management Software Market
7.4.4.2.1 Argentina Equity Management Software Market by Enterprise Size
7.4.4.2.2 Argentina Equity Management Software Market by Type
7.4.4.2.3 Argentina Equity Management Software Market by Application
7.4.4.3 UAE Equity Management Software Market
7.4.4.3.1 UAE Equity Management Software Market by Enterprise Size
7.4.4.3.2 UAE Equity Management Software Market by Type
7.4.4.3.3 UAE Equity Management Software Market by Application
7.4.4.4 Saudi Arabia Equity Management Software Market
7.4.4.4.1 Saudi Arabia Equity Management Software Market by Enterprise Size
7.4.4.4.2 Saudi Arabia Equity Management Software Market by Type
7.4.4.4.3 Saudi Arabia Equity Management Software Market by Application
7.4.4.5 South Africa Equity Management Software Market
7.4.4.5.1 South Africa Equity Management Software Market by Enterprise Size
7.4.4.5.2 South Africa Equity Management Software Market by Type
7.4.4.5.3 South Africa Equity Management Software Market by Application
7.4.4.6 Nigeria Equity Management Software Market
7.4.4.6.1 Nigeria Equity Management Software Market by Enterprise Size
7.4.4.6.2 Nigeria Equity Management Software Market by Type
7.4.4.6.3 Nigeria Equity Management Software Market by Application
7.4.4.7 Rest of LAMEA Equity Management Software Market
7.4.4.7.1 Rest of LAMEA Equity Management Software Market by Enterprise Size
7.4.4.7.2 Rest of LAMEA Equity Management Software Market by Type
7.4.4.7.3 Rest of LAMEA Equity Management Software Market by Application
Chapter 8. Company Profiles
8.1 JPMorgan Chase & Co.
8.1.1 Company Overview
8.1.2 Financial Analysis
8.1.3 Segmental and Regional Analysis
8.1.4 Recent strategies and developments:
8.1.4.1 Acquisition and Mergers:
8.1.5 SWOT Analysis
8.2 Preqin Ltd. (Dynamo Software)
8.2.1 Company Overview
8.2.2 SWOT Analysis
8.3 Eqvista Inc.
8.3.1 Company Overview
8.3.2 Recent strategies and developments:
8.3.2.1 Partnerships, Collaborations, and Agreements:
8.3.3 SWOT Analysis
8.4 Altvia Solutions, LLC
8.4.1 Company Overview
8.4.2 SWOT Analysis
8.5 Euronext N.V.
8.5.1 Company Overview
8.5.2 Financial Analysis
8.5.3 Regional Analysis
8.5.4 Recent strategies and developments:
8.5.4.1 Acquisition and Mergers:
8.5.5 SWOT Analysis
8.6 Ledgy AG
8.6.1 Company Overview
8.6.2 SWOT Analysis
8.7 DEEP POOL Financial Solutions Limited
8.7.1 Company Overview
8.7.2 SWOT Analysis
8.8 eShares, Inc. (Carta, Inc.)
8.8.1 Company Overview
8.8.2 Recent strategies and developments:
8.8.2.1 Acquisition and Mergers:
8.8.3 SWOT Analysis
8.9 Gust, Inc.
8.9.1 Company Overview
8.9.2 SWOT Analysis
8.10. Qapita Fintech Pte. Ltd.
8.10.1 Company Overview
8.10.2 Recent strategies and developments:
8.10.2.1 Acquisition and Mergers:
8.10.3 SWOT Analysis
Chapter 9. Winning Imperatives of Equity Management Software Market

Companies Mentioned

  • JPMorgan Chase & Co.
  • Preqin Ltd. (Dynamo Software)
  • Eqvista Inc.
  • Altvia Solutions, LLC
  • Euronext N.V.
  • Ledgy AG
  • DEEP POOL Financial Solutions Limited
  • eShares, Inc. (Carta, Inc.)
  • Gust, Inc.
  • Qapita Fintech Pte. Ltd.

Methodology

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