Equity Management Software Market Report 2026

The equity management software market size has grown rapidly in recent years. It will grow from $0.69 billion in 2025 to $0.78 billion in 2026 at a compound annual growth rate (CAGR) of 13.1%. The growth in the historic period can be attributed to growth in startup formation rates, increasing employee stock option usage, rising regulatory complexity in equity reporting, expansion of private equity investments, growing need for ownership transparency.

The equity management software market size is expected to see rapid growth in the next few years. It will grow to $1.27 billion in 2030 at a compound annual growth rate (CAGR) of 12.8%. The growth in the forecast period can be attributed to increasing globalization of equity ownership, rising adoption of SaaS financial tools, growing demand for investor-ready reporting, expansion of equity compensation programs, increasing focus on governance and compliance automation. Major trends in the forecast period include increasing adoption of cloud-based equity platforms, rising demand for automated compliance reporting, growing use of real-time cap table management, expansion of multi-country equity administration, enhanced data security and access controls.

The increasing demand for varied investment strategies is anticipated to drive the growth of the equity management software market in the coming years. Investment strategies refer to the comprehensive plans or approaches that investors formulate to allocate capital across different financial instruments to achieve specific financial objectives while managing risk. This demand grows due to risk management, encouraging investors to pursue diversification as a safeguard against market fluctuations and unexpected disruptions. Equity management software employs a range of investment strategies to meet financial goals, which generally include generating ideas for positive returns while managing risk and protecting capital. For example, in July 2025, according to reports from the U.S. Bureau of Economic Analysis, a U.S.-based government agency, multinational enterprises earned $601.9 billion from their total overseas investments in 2024, representing a 3.8% increase compared with 2023. Thus, the growing need for varied investment strategies is fueling the expansion 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 2025. 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, South East Asia, 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, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

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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