Fidelity
fidelity.com
The Fidelity Investments app allows users to manage financial assets, monitor retirement savings, conduct trades, and access research and investment tools.
Ajaib
ajaib.co.id
Ajaib is a digital brokerage app that enables users in Indonesia to invest in stocks, mutual funds, and cryptocurrencies from their mobile devices.
Morningstar
morningstar.com
Morningstar Office is a portfolio management platform for RIAs, offering data integration, client reporting, portfolio monitoring, financial planning, and CRM tools.
Carta
carta.com
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Cake
cakeequity.com
Cake is an app that enables companies to manage equity, simulate raises, and handle shareholders globally through cap tables and equity templates.
Salto X
saltox.co
Salto X is a cap table management platform that simplifies equity management for growing teams with an intuitive interface and scalable design.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Ledgy
ledgy.com
Ledgy is an equity management platform that automates tracking, managing, and reporting of employee stock options and cap tables for businesses.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Fairmint
fairmint.com
Fairmint is an app that allows you to grant equity to contributors and receive investment from supporters, enabling community involvement in your company.
Easop
easop.com
Easop is a SaaS platform that enables startups to manage global equity compensation and tax handling for employees, contractors, and advisors across 65 countries.
Quoroom
quoroom.com
Quoroom is an investment management platform for angel syndicates and VC funds, aiding in investor relations, onboarding, compliance, and legal processes.
Equify
equify.eu
Equify centralizes legal and financial information regarding shareholding, helping users manage their capitalization table effectively.
Mantle
withmantle.com
Mantle is an equity management platform that helps founders track, issue, and manage ownership, supported by AI for streamlined workflows and decision-making.
Clara
clara.co
Clara is a digital platform for forming companies and generating legal documents, managing cap tables, and sharing information with investors for startups and SMEs.
Pulley
pulley.com
Pulley is a cap table management platform that helps founders and employees manage equity, model fundraising scenarios, and ensure compliance efficiently.
Covercy
covercy.com
Covercy is a real estate syndication platform that combines banking and investment management for automated financial transactions and investor relations.
Palico
palico.com
Palico is a marketplace for buying and selling small private fund positions, streamlining transactions from listing to closing with a global network.
Optio
optioincentives.com
Optio is a SaaS app for managing equity compensation plans, streamlining incentive programs, ensuring compliance, and optimizing organizational performance.
Nana Fund
nana.fund
Nana Fund connects veteran-owned businesses with various funding options, including grants, loans, and venture capital to support their growth.
Capboard
capboard.io
Capboard.io simplifies cap table management, equity plans, and investor relations for startups, ensuring accurate reporting and efficient communication.
Sprout
getsprout.co
Sprout is a management platform for companies to handle shares, employee stock options, tokens, fundraising, and investors.
Trica
trica.co
Trica helps companies manage equity, stock options, and cap tables with user-friendly features and affordable pricing, used by over 550 businesses globally.
ShareForce
shareforce.net
ShareForce is an app for managing and reporting on equity and cash incentive plans for private, growing, and listed companies.
EquityList
equitylist.co
EquityList is an equity management platform that helps companies manage cap tables, stock options, fundraising, and valuations efficiently.
Qapita
qapita.com
Qapita is an equity management platform for startups and companies, offering tools for cap tables, ESOP management, and investor relations.
Kaaria
kaaria.net
Kaaria is an online platform for startup valuation and equity management, using leading methods and reliable data for informed investment decisions.
StartupTools
startuptools.ai
StartupTools is a platform for managing corporate actions and legal processes, including share registers, stock options, document templates, and e-signing.
Orchestra.io
orchestra.io
Orchestra.io helps businesses manage equity and investor relations by tracking share registries, cap tables, and employee share schemes in one platform.
Vestd
vestd.com
Vestd is an FCA regulated equity management platform for SMEs, enabling share issuance, cap table maintenance, and compliance with HMRC digitally.
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