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Issue & Manage Company Shares.

Eqvista provides tailor-made services and packages to fit your company’s needs, including cap table management and unlimited 409A valuations combined. You can get started for free with our Freemium plan, then upgrade your account when your company grows. Our sophisticated software and technology will transform your company, and work to manage your cap table, company shares, 409a valuations and more, in an easy and effective way. Incorporate your company and manage your equity all in one place without all the extra work. Eqvista supports cap tables from all jurisdictions. Join now and enjoy all the benefits of our system!
Eqvista Inc
2018
United States
  • Investment-management
1 Industry
  • English
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • iPhone/iPad
  • Android
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars

Media

Eqvista

Eqvista Core Features

Focus of Stock Portfolio Management Feature
  • Client Management
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management

Eqvista Pricing

Pricing Type
  • Free
Preferred Currency
  • USD ($)
Payment Frequency
  • One-Time Payment
Vendor pricing page

Eqvista Reviews

7
Total Reviews
5.0/5
Overall Rating
0
Recent Reviews

What Users Say

Eqvista delivered in timeframe
Kevin Nejad
Kevin Nejad , Founder and CEO at Vijilan Security at Vijilan Security
Easy to Use, Great Integration
Brice Wiley
Brice Wiley , Director, Marketing and Communications at Lex Mundi
GREAT PLATFORM
Brandon Patterson
Brandon Patterson , Co-Owner at Cap Tech Services, LLC. at Cap Tech Services, LLC
Simplified our complexity around equity management.
Co-Founder, COO at Mobisoft Infotech | Healthcare IT | Digital Health Innovation at Mobisoft Infotech
Great Experience
Rob Brumfield, CPA
Rob Brumfield, CPA , Vice President of Accounting and Finance at SportsDataIO at SportsDataIO

What Users Like The Most

  • We are impressed by their teamwork and attention to fulfilling our project.
  • What impressed us the most about Eqvista was their dedication to customer service and addressing our queries about the 409a value and process.
  • I feel like, for the price, Eqvista offered us world-class service and attention.

What Users Like The Least

  • We recommend Eqvista without reservation.
  • none, we are satisfied with the projects
  • none

Eqvista Reviews

5.0 7 Reviews
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  • Most Recent
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Simplified our complexity around equity management.

Eqvista is addressing the need for ESOP exercise by providing support for Online ESOPs exercise, payment, due diligence, and transactions, Eqvista has significantly simplified our equity management processes, ultimately saving time and effort.

What was the project name that you have worked with Eqvista?

Stock Portfolio Management Software

How long have you used Eqvista?

3 Years

How frequently you use Eqvista?

Yearly

How do you find pricing of Eqvista?

inexpensive

What do you like the most about Eqvista?

As a user of Eqvista equity management platform, I find it to be an exceptional tool for managing our organization's equity structure. The onboarding process was seamless, thanks to Eqvista's support team.

What do you like the least about Eqvista?

None, I think of.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Brandon Patterson

GREAT PLATFORM

Eqvista is helping us easily track all stakeholders involved in the company, who invested in us, who has equity, our ESOP program and our token cap table. Pretty much an all in one platform..

What was the project name that you have worked with Eqvista?

Stock Portfolio Management Software

How long have you used Eqvista?

6 Months

How frequently you use Eqvista?

Monthly

How do you find pricing of Eqvista?

inexpensive

What do you like the most about Eqvista?

The overall customer onboarding was seamless, and there wasn't a point where I was lost and couldn't find any help whatsoever. If I was stuck, they offered to get on a call and help me guide through everything part by part. In addition, overall, the pricing scheme is the best out of all I researched, and they continue to improve and develop the platform.

What do you like the least about Eqvista?

None, whatosever. Some parts maybe as a newbie was harder to understand but it was always explained very clearly.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Brice Wiley

Easy to Use, Great Integration

Eqvista allows for us to accurately track stock for our employees. I like that it integrates with our HRIS system Rippling. This makes it easy to keep track of stock for our employees and they enjoy being able to see everything in one place.

What was the project name that you have worked with Eqvista?

Stock Portfolio Management Software

How long have you used Eqvista?

2 Years

How frequently you use Eqvista?

Monthly

How do you find pricing of Eqvista?

inexpensive

What do you like the most about Eqvista?

Cap table management, IR functions. The employee-related capabilities are excellent.

What do you like the least about Eqvista?

I currently do not have any dislikes regarding Eqvista.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Kevin Nejad

Eqvista delivered in timeframe

Eqvista provided the annual report we needed in the timeframe that met our needs. Their team provided excellent communication and responsiveness to our questions and adjustment needs.

What was the project name that you have worked with Eqvista?

Stock Portfolio Management Software

How long have you used Eqvista?

4 Years

How frequently you use Eqvista?

Monthly

How do you find pricing of Eqvista?

mid-tier

What do you like the most about Eqvista?

We are impressed by their teamwork and attention to fulfilling our project.

What do you like the least about Eqvista?

We recommend Eqvista without reservation.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Rod Saunders

Eqvista performed a detailed 409a valuation for our company

Eqvista conducted a thorough 409a valuation of our company, assessing financial data, market trends, and risk factors to estimate our FMV. We received a complete valuation report that included methodology, assumptions, and findings, as well as continued support for equity offering. Eqvista demonstrated outstanding project management by producing 409a value reports on time and remaining attentive to our requirements throughout the process. Their team communicated proactively, responded to our issues quickly, and ensured that our needs were met.

What was the project name that you have worked with Eqvista?

Stock Portfolio Management Software

How long have you used Eqvista?

2 Years

How frequently you use Eqvista?

Monthly

How do you find pricing of Eqvista?

inexpensive

What do you like the most about Eqvista?

What impressed us the most about Eqvista was their dedication to customer service and addressing our queries about the 409a value and process.

What do you like the least about Eqvista?

none, we are satisfied with the projects

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Rob Brumfield, CPA

Great Experience

Eqvista provided a professional, timely and accurate service we were extremely satisfied with at an excellent price point. Their communication and processes were world class and we received updates from them almost daily as the project progressed. They were Extremely communicative and accomodating to our requests. They beat their deadline even with us adding some changes.

What was the project name that you have worked with Eqvista?

Stock Portfolio Management Software

How long have you used Eqvista?

3 Years

How frequently you use Eqvista?

Yearly

How do you find pricing of Eqvista?

inexpensive

What do you like the most about Eqvista?

I feel like, for the price, Eqvista offered us world-class service and attention.

What do you like the least about Eqvista?

none

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Dave Ditmars

The Best Solution for Equity Management

Eqvista has given us a way to connect with our employees, by making all ESOP related information easily-accessible and has increased transparency in the firm. It has also helped us maintain accurate records that are compliant with the rules and regulations, helping us avoid silly and costly errors in the process.

What was the project name that you have worked with Eqvista?

Stock Portfolio Management Software

How long have you used Eqvista?

1 Years

How frequently you use Eqvista?

Monthly

How do you find pricing of Eqvista?

inexpensive

What do you like the most about Eqvista?

We are impressed by their teamwork and attention to fulfilling our project.

What do you like the least about Eqvista?

We recommend Eqvista without reservation.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating