Company lists · Data refreshed September 2026
Top 25 Cap table management platforms based in the United States
RevenueBase identified 61 company matches for cap table management platforms associated with the United States as of September 2026 and tracks 3,290 professional contacts across them, including 1,830 with verified work emails. New York is the largest hub.
This list covers company matches for cap table management platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest cap table management platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,966 contacts → | ||||
Exact match “Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 208 contacts → | ||||
Exact match “Aumni, a J.P.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 111 contacts → | ||||
Exact match “Arc is the cash management and capital markets platform for technology companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 103 contacts → | ||||
Exact match “Pulley's mission is to make it easier for anyone to start a company.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 87 contacts → | ||||
Exact match “Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 82 contacts → | ||||
Exact match “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 67 contacts → | ||||
Exact match “Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 56 contacts → | ||||
Exact match “At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 50 contacts → | ||||
Exact match “With over $4 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is a trusted valuations provider by thousands of…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 40 contacts → | ||||
Exact match “Founded in 2016, KoreConX is the first secure, all-in-one platform that manages private companies' capital market activity and stakeholder communications.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 31 contacts → | ||||
Exact match “With the Cobalt GP Platform, private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 21 contacts → | ||||
Exact match “cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 19 contacts → | ||||
Exact match “OneGuide is a Modern Portfolio Ops Platform that provides leverage to PE and VC portfolio teams through software, expert network, and services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 17 contacts → | ||||
Exact match “VENTURE.co is a private markets technology company that streamlines capital raising and investor onboarding for alternative investment funds.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “Nth Round is a software company on a mission to create a more transparent and efficient private market.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 15 contacts → | ||||
Exact match “Fractional is the place for motivated investors to collaborate and co-own investment real estate.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “The Operating System for Modern Venture Capital Launch SPVs, administer funds, connect LPs, and enable secondary liquidity, all from one integrated platform purpose-built for the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “Verivend is now Helm, an iAltA company.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Connecting the Private Markets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Kettera Strategies is the operator of Hydra, a platform registered with the U.S.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “We provide Stock Admin, cap table & complementary services to private and public companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “The US Unicorn Foundation (USUF) is a strategic capital platform based in both Los Angeles, CA, and Houston, TX.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “cap table management platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 61 cap table management platforms based in the United States
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Cap table management platforms based in the United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 61 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “cap table management platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 1,830 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “cap table management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many cap table management platforms are there based in the United States?
RevenueBase identified 61 company matches for cap table management platforms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
CARTA tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most cap table management platforms?
New York leads with 10 company records, followed by San Francisco (9) and Salt Lake City (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,830 professional contacts with verified work emails tracked across these 61 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 61 cap table management platforms based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- AI companies based in the United States
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- Real estate companies based in the United States
Company intelligence · public preview
Top 25 cap table management platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 61 matching company records for cap table management platforms based in the United States, with 3,290 tracked contacts and 1,830 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cap table management platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  CARTAcarta.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,966 contacts → |
“Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  AUMNIaumni.fundHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 208 contacts → |
“Aumni, a J.P.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ARCjoinarc.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 111 contacts → |
“Arc is the cash management and capital markets platform for technology companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pulleypulley.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 103 contacts → |
“Pulley's mission is to make it easier for anyone to start a company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  CAKEcakeequity.comHQ: Venice, CA, United StatesReported employees: 11-50 | Venice, CA, United States | 11-50 | Exact match | 87 contacts → |
“Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Opto Investmentsoptoinvest.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 82 contacts → |
“Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Altviaaltvia.comHQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 67 contacts → |
“Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Investnextinvestnext.comHQ: Detroit, CO, United StatesReported employees: 51-200 | Detroit, CO, United States | 51-200 | Exact match | 56 contacts → |
“At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Eqvistaeqvista.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“With over $4 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is a trusted valuations provider by thousands of…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Koreconx All-In-One Platformkoreconx.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 40 contacts → |
“Founded in 2016, KoreConX is the first secure, all-in-one platform that manages private companies' capital market activity and stakeholder communications.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cobalt, A Factset Companyfactset.comHQ: Norwalk, CT, United StatesReported employees: Not recorded | Norwalk, CT, United States | Not recorded | Exact match | 31 contacts → |
“With the Cobalt GP Platform, private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  cofi.aicofi.aiHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Oneguideaskoneguide.comHQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 19 contacts → |
“OneGuide is a Modern Portfolio Ops Platform that provides leverage to PE and VC portfolio teams through software, expert network, and services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  venture.coventure.coHQ: Burlington, VT, United StatesReported employees: 11-50 | Burlington, VT, United States | 11-50 | Exact match | 17 contacts → |
“VENTURE.co is a private markets technology company that streamlines capital raising and investor onboarding for alternative investment funds.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  visible.vcvisible.vcHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  NTH Roundnthround.comHQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 15 contacts → |
“Nth Round is a software company on a mission to create a more transparent and efficient private market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fractionalfractional.appHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 15 contacts → |
“Fractional is the place for motivated investors to collaborate and co-own investment real estate.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Venture360venture360.com HQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 13 contacts → |
“The Operating System for Modern Venture Capital Launch SPVs, administer funds, connect LPs, and enable secondary liquidity, all from one integrated platform purpose-built for the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Verivendhelmmarkets.com HQ: Buffalo, NY, United StatesReported employees: 11-50 | Buffalo, NY, United States | 11-50 | Exact match | 13 contacts → |
“Verivend is now Helm, an iAltA company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Valtnetworkvaltnetwork.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Connecting the Private Markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Optiontraxoptiontrax.com HQ: West Conshohocken, PA, United StatesReported employees: 11-50 | West Conshohocken, PA, United States | 11-50 | Exact match | 7 contacts → |
“OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Equity Stock Transferequitystock.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Kettera Strategiesketterastrategies.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 6 contacts → |
“Kettera Strategies is the operator of Hydra, a platform registered with the U.S.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Equity Admin COequityadmin.co HQ: Lehi, UT, United StatesReported employees: 1-10 | Lehi, UT, United States | 1-10 | Exact match | 6 contacts → |
“We provide Stock Admin, cap table & complementary services to private and public companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | US Unicorn Foundationusunicorn.com HQ: West Covina, CA, United StatesReported employees: 1-10 | West Covina, CA, United States | 1-10 | Exact match | 6 contacts → |
“The US Unicorn Foundation (USUF) is a strategic capital platform based in both Los Angeles, CA, and Houston, TX.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 company matches
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Cap table management platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
61 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 61 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for cap table management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cap table management platforms did RevenueBase find based in the United States?
The saved snapshot records 61 matching company records, 3,290 tracked contacts and 1,830 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 cap table management platforms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/cap-table-management-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 cap table management platforms based in the United States
RevenueBase records 61 matching company records for cap table management platforms based in the United States, with 3,290 tracked contacts and 1,830 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cap table management platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | CARTAcarta.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 1,966 contacts → |
“Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | AUMNIaumni.fund HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 208 contacts → |
“Aumni, a J.P.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ARCjoinarc.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 111 contacts → |
“Arc is the cash management and capital markets platform for technology companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Pulleypulley.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 103 contacts → |
“Pulley's mission is to make it easier for anyone to start a company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | CAKEcakeequity.com HQ: Venice, CA, United StatesReported employees: 11-50 | Venice, CA, United States | 11-50 | Exact match | 87 contacts → |
“Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Opto Investmentsoptoinvest.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 82 contacts → |
“Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Altviaaltvia.com HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 67 contacts → |
“Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Investnextinvestnext.com HQ: Detroit, CO, United StatesReported employees: 51-200 | Detroit, CO, United States | 51-200 | Exact match | 56 contacts → |
“At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Eqvistaeqvista.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“With over $4 trillion in company assets valued for clients ranging from pre-seed startups to unicorns, SMEs, and VCs, Eqvista is a trusted valuations provider by thousands of…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Koreconx All-In-One Platformkoreconx.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 40 contacts → |
“Founded in 2016, KoreConX is the first secure, all-in-one platform that manages private companies' capital market activity and stakeholder communications.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cobalt, A Factset Companyfactset.com HQ: Norwalk, CT, United StatesReported employees: Not recorded | Norwalk, CT, United States | Not recorded | Exact match | 31 contacts → |
“With the Cobalt GP Platform, private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | cofi.aicofi.ai HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Oneguideaskoneguide.com HQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 19 contacts → |
“OneGuide is a Modern Portfolio Ops Platform that provides leverage to PE and VC portfolio teams through software, expert network, and services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | venture.coventure.co HQ: Burlington, VT, United StatesReported employees: 11-50 | Burlington, VT, United States | 11-50 | Exact match | 17 contacts → |
“VENTURE.co is a private markets technology company that streamlines capital raising and investor onboarding for alternative investment funds.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | visible.vcvisible.vc HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | NTH Roundnthround.com HQ: Philadelphia, PA, United StatesReported employees: 1-10 | Philadelphia, PA, United States | 1-10 | Exact match | 15 contacts → |
“Nth Round is a software company on a mission to create a more transparent and efficient private market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fractionalfractional.app HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 15 contacts → |
“Fractional is the place for motivated investors to collaborate and co-own investment real estate.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Venture360venture360.com HQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 13 contacts → |
“The Operating System for Modern Venture Capital Launch SPVs, administer funds, connect LPs, and enable secondary liquidity, all from one integrated platform purpose-built for the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Verivendhelmmarkets.com HQ: Buffalo, NY, United StatesReported employees: 11-50 | Buffalo, NY, United States | 11-50 | Exact match | 13 contacts → |
“Verivend is now Helm, an iAltA company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Valtnetworkvaltnetwork.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Connecting the Private Markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Optiontraxoptiontrax.com HQ: West Conshohocken, PA, United StatesReported employees: 11-50 | West Conshohocken, PA, United States | 11-50 | Exact match | 7 contacts → |
“OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Equity Stock Transferequitystock.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Kettera Strategiesketterastrategies.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 6 contacts → |
“Kettera Strategies is the operator of Hydra, a platform registered with the U.S.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Equity Admin COequityadmin.co HQ: Lehi, UT, United StatesReported employees: 1-10 | Lehi, UT, United States | 1-10 | Exact match | 6 contacts → |
“We provide Stock Admin, cap table & complementary services to private and public companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | US Unicorn Foundationusunicorn.com HQ: West Covina, CA, United StatesReported employees: 1-10 | West Covina, CA, United States | 1-10 | Exact match | 6 contacts → |
“The US Unicorn Foundation (USUF) is a strategic capital platform based in both Los Angeles, CA, and Houston, TX.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 61 company matches
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Cap table management platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
61 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 61 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for cap table management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cap table management platforms did RevenueBase find based in the United States?
The saved snapshot records 61 matching company records, 3,290 tracked contacts and 1,830 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 cap table management platforms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/cap-table-management-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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