Equity Management Software Market Report 2025

This Equity Management Software market report delivers an in-depth analysis of the market’s key characteristics, including size, growth potential, and segmentation. It provides a detailed breakdown of the market across major regions and leading countries, highlighting historical data and future growth projections. The report also examines the competitive landscape, market share insights, emerging trends, and strategic developments shaping the market.

The equity management software market size has grown rapidly in recent years. It will grow from $0.61 billion in 2024 to $0.69 billion in 2025 at a compound annual growth rate (CAGR) of 13.3%. The growth in the historic period can be attributed to the growing necessity of real-time analytics, increasing usage in large and medium-sized enterprises, rising artificial intelligence (AI) and automation, the rising shift towards digitalization, and a growing focus on employee share ownership.

The equity management software market size is expected to see rapid growth in the next few years. It will grow to $1.13 billion in 2029 at a compound annual growth rate (CAGR) of 13.1%. The growth in the forecast period can be attributed to the growing demand for equity management software, increasing focus on employment engagement, growing demand for real-time analytics, rising adoption of cloud-based systems, rising urbanization, and globalization. Major trends in the forecast period include increasing focus on cloud-based solutions, integration with other financial systems, advanced analytics, and reporting features, adoption of blockchain technology, and growth in the use of artificial intelligence and machine learning.

The growing demand for diverse investment strategies is expected to drive the expansion of the equity management software market. Investment strategies involve comprehensive plans or approaches that investors use to allocate capital across various financial instruments to meet specific financial goals while managing risk. This demand is increasing due to a focus on risk management, with investors seeking diversification as a buffer against market volatility and unexpected disruptions. Equity management software employs various investment strategies to achieve financial objectives, typically aiming to generate positive returns while managing risk and preserving capital. For example, in July 2023, reports from the U.S. Bureau of Economic Analysis, a U.S.-based government organization, indicated that foreign multinational enterprises earned $289.9 billion in 2022 from their diverse investments in the United States, marking a 1.7 percent increase from 2021. Thus, the rising demand for diverse investment strategies is fueling the growth of the equity management software market.

Leading companies in the equity management software market are focusing on developing advanced AI-powered solutions to enhance the efficiency and effectiveness of equity management. An AI-powered equity management solution is a software platform that leverages artificial intelligence to automate and optimize equity ownership processes, boosting efficiency and accuracy while reducing human error. For example, in May 2024, SeedBlink, a Romania-based equity crowdfunding platform, introduced SeedBlink's all-in-one equity management and investment platform. This platform simplifies equity management for European tech startups and investors by offering four integrated services, SeedBlink Equity for cap table management, employee stock ownership plans (ESOP), and governance; SeedBlink Ventures for connecting startups with investors; SeedBlink Syndicates for collaborative angel investments; and SeedBlink Secondaries for trading vested shares and providing early liquidity. This comprehensive platform streamlines complex equity processes and supports strategic investments, making it a vital tool for growth-oriented startups and investors seeking diverse opportunities.

In January 2023, Fidelity Investments, a US-based financial services corporation, acquired Shoobx for an undisclosed amount. This acquisition aims to enhance equity management by combining Fidelity's expertise in equity compensation with Shoobx's automated capabilities for cap table and board management. The integration will facilitate the management of stock ownership and market capitalization for private companies as they grow. Shoobx, a US-based software company, specializes in equity management software.

Major companies operating in the equity management software market are Morgan Stanley, Computershare Limited, Diligent Corporation, Carta Inc., Dynamo Software Inc., Gust Inc., Vestd Ltd., EquityZen Inc., Altvia Solutions LLC, Qapita Fintech Pte. Ltd., Certent Inc., Solium Capital LLC, Eqvista Inc., Ledgy AG, Cake Equity Holdings Inc., RuleZero, Plan Management Corporation, Fundwave Technologies Private Limited, Global Shares Limited, E-List Technologies Pvt Ltd., Trica equity, AL Advisors Management Inc.

North America was the largest region in the equity management software market in 2024. Asia-Pacific is expected to be the fastest growing region in the market going forward. The regions covered in the equity management software market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the equity management software market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

Equity management software is a digital tool designed to help companies and investors efficiently track, manage, and report on equity ownership, stock options, and cap tables. It streamlines compliance and financial decision-making by simplifying and automating equity management and ensuring accurate cap tables for improved financial transparency.

The main types of equity management software are categorized by price such as basic (under $50 per month), standard ($50-$100 per month), and senior (above $100 per month). Basic software provides essential features for tracking shares, stock options, and employee grants at a lower cost, making it suitable for small businesses or startups. These software solutions can be deployed either on-premises or in the cloud and are used by private corporations, startups, listed companies, financial teams, and others.

The equity management software market research report is one of a series of new reports that provides equity management software market statistics, including equity management software industry global market size, regional shares, competitors with an equity management software market share, detailed equity management software market segments, market trends, and opportunities, and any further data you may need to thrive in the equity management software industry. This equity management software market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.

The equity management software market includes revenues earned by entities by providing services such as stock option administration, compliance and regulatory reporting, and valuation services. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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