Company lists · Data refreshed October 2026
Top 25 Equity management software companies based in the United States
RevenueBase identified 95 company matches for equity management software companies associated with the United States as of October 2026 and tracks 3,199 professional contacts across them, including 1,792 with verified work emails. New York is the largest hub.
This list covers company matches for equity management software companies 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 October 1, 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 equity management software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 616 contacts → | ||||
Exact match “Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 590 contacts → | ||||
Exact match “GoldenSource is the Modern Financial Data Management Platform for capital markets, delivered through cloud-native infrastructure designed to ground AI in governed capital markets…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 183 contacts → | ||||
Exact match “Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 173 contacts → | ||||
Exact match “We are the trusted partner for retirement plan professionals and sponsors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 163 contacts → | ||||
Exact match “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 152 contacts → | ||||
Exact match “Stock & Option Solutions is an end-to-end equity compensation partner helping companies design, administer, and scale successful stock programs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 70 contacts → | ||||
Exact match “Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 50 contacts → | ||||
Exact match “Public companies spend $500B annually on stock compensation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 42 contacts → | ||||
Exact match “Slice Global is the AI-native global equity compliance and management platform for modern finance teams.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 41 contacts → | ||||
Exact match “MIK is global provider of specialized software applications and custom development solutions for Alternative Investment Managers (Hedge Funds, Fund of Funds, and Private Equity).” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 33 contacts → | ||||
Exact match “My Equity Comp, LLC is dedicated to providing quality, dependable equity compensation consulting services, 6039 reporting services, and short-term and long-term stock plan admin…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 28 contacts → | ||||
Exact match “AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 27 contacts → | ||||
Exact match “Secfi is one of the leading partners for pre-IPO companies in providing equity planning and stock (option) financing for tech employees and founders.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 26 contacts → | ||||
Exact match “Wealthlane Financial Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 22 contacts → | ||||
Exact match “PFA Solutions is a software provider dedicated to the alternative investment industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 17 contacts → | ||||
Exact match “Backshop is a software company that provides commercial real estate valuation, pipeline, loan origination, asset management, and securitization management software.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “For over fifty years, Accufy (formerly Warren & Selbert) has helped corporations and banks throughout the world structure their most complex transactions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “Stock Plan Solutions/Green Zapato LLC (SPS/GZ) was founded in 2001 by Mary Pat Wood, CPA, CEP and Rick Zatz, CEP.” Recorded in the RevenueBase company graph · Oct 1, 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 “equity management software companies”. 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 95 equity management software companies based in the United States
See the full list, filter by size, metro and specialty, and access 1,792 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Equity management software companies based in the United States at a glance
As of Oct 1, 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 95 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 “equity management software companies” 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 1,792 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 October 1, 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 “equity management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many equity management software companies are there based in the United States?
RevenueBase identified 95 company matches for equity management software companies associated with the United States as of October 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?
Allvue Systems tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most equity management software companies?
New York leads with 23 company records, followed by San Francisco (7) and Denver (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 1,792 professional contacts with verified work emails tracked across these 95 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 95 equity management software companies based in the United States. Start with a free account, no credit card.
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Equity management software companies by geography
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Equity management software companies based in India
- Equity management software companies based in the United Kingdom
- 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
Company intelligence · public preview
Top 25 equity management software companies 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 95 matching company records for equity management software companies based in the United States, with 3,199 tracked contacts and 1,792 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: October 1, 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 equity management software companies 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 |  Allvue Systemsallvuesystems.comHQ: Coral Gables, FL, United StatesReported employees: 501-1,000 | Coral Gables, FL, United States | 501-1,000 | Exact match | 616 contacts → |
“Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Goldensourcethegoldensource.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 590 contacts → |
“GoldenSource is the Modern Financial Data Management Platform for capital markets, delivered through cloud-native infrastructure designed to ground AI in governed capital markets…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Equity Methodsequitymethods.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 183 contacts → |
“Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Blue Ridge Associatesoneblueridge.comHQ: Charlottesville, VA, United StatesReported employees: 501-1,000 | Charlottesville, VA, United States | 501-1,000 | Exact match | 173 contacts → |
“We are the trusted partner for retirement plan professionals and sponsors.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Stavtar Solutionsstavtar.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Stock & Option Solutionssos-team.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 152 contacts → |
“Stock & Option Solutions is an end-to-end equity compensation partner helping companies design, administer, and scale successful stock programs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Infinite Equityinfiniteequity.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 70 contacts → |
“Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Candorcandor.coHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“Public companies spend $500B annually on stock compensation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Upstockupstock.ioHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Slice Global Equitysliceglobal.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 42 contacts → |
“Slice Global is the AI-native global equity compliance and management platform for modern finance teams.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  MIK Fund Solutionsmikfs.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 41 contacts → |
“MIK is global provider of specialized software applications and custom development solutions for Alternative Investment Managers (Hedge Funds, Fund of Funds, and Private Equity).” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  MY Equity Compmyequitycomp.comHQ: Gold River, CA, United StatesReported employees: 11-50 | Gold River, CA, United States | 11-50 | Exact match | 33 contacts → |
“My Equity Comp, LLC is dedicated to providing quality, dependable equity compensation consulting services, 6039 reporting services, and short-term and long-term stock plan admin…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Accounttechaccounttech.comHQ: Billerica, MA, United StatesReported employees: 11-50 | Billerica, MA, United States | 11-50 | Exact match | 28 contacts → |
“AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  SECFIsecfi.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Secfi is one of the leading partners for pre-IPO companies in providing equity planning and stock (option) financing for tech employees and founders.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wealthlane Financialwealthlane.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Wealthlane Financial Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  PFA Solutions An Allvue Companypfasolutions.comHQ: Fairfax, VA, United StatesReported employees: 11-50 | Fairfax, VA, United States | 11-50 | Exact match | 22 contacts → |
“PFA Solutions is a software provider dedicated to the alternative investment industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Backshopbackshop.comHQ: Sausalito, CA, United StatesReported employees: 11-50 | Sausalito, CA, United States | 11-50 | Exact match | 17 contacts → |
“Backshop is a software company that provides commercial real estate valuation, pipeline, loan origination, asset management, and securitization management software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Accufy Analytics, LLCaccufyanalytics.comHQ: Santa Barbara, CA, United StatesReported employees: 11-50 | Santa Barbara, CA, United States | 11-50 | Exact match | 14 contacts → |
“For over fifty years, Accufy (formerly Warren & Selbert) has helped corporations and banks throughout the world structure their most complex transactions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Stock Plan Solutions Green Zapatospsgz.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 13 contacts → |
“Stock Plan Solutions/Green Zapato LLC (SPS/GZ) was founded in 2001 by Mary Pat Wood, CPA, CEP and Rick Zatz, CEP.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 95 company matches
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Equity management software companies: dataset insights
October 1, 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
95 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 95 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: October 1, 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 equity management software companies?
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 equity management software companies did RevenueBase find based in the United States?
The saved snapshot records 95 matching company records, 3,199 tracked contacts and 1,792 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: October 1, 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
Equity management software companies by geography
Cite this list
RevenueBase Data Team. Top 25 equity management software companies based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/equity-management-software-companies/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
- Equity management software companies based in India
- Equity management software companies based in the United Kingdom
- 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
Company intelligence · public preview
Top 25 equity management software companies based in the United States
RevenueBase records 95 matching company records for equity management software companies based in the United States, with 3,199 tracked contacts and 1,792 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: October 1, 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 equity management software companies 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 | Allvue Systemsallvuesystems.com HQ: Coral Gables, FL, United StatesReported employees: 501-1,000 | Coral Gables, FL, United States | 501-1,000 | Exact match | 616 contacts → |
“Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Goldensourcethegoldensource.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 590 contacts → |
“GoldenSource is the Modern Financial Data Management Platform for capital markets, delivered through cloud-native infrastructure designed to ground AI in governed capital markets…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Equity Methodsequitymethods.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 183 contacts → |
“Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Blue Ridge Associatesoneblueridge.com HQ: Charlottesville, VA, United StatesReported employees: 501-1,000 | Charlottesville, VA, United States | 501-1,000 | Exact match | 173 contacts → |
“We are the trusted partner for retirement plan professionals and sponsors.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Stavtar Solutionsstavtar.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 163 contacts → |
“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Stock & Option Solutionssos-team.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 152 contacts → |
“Stock & Option Solutions is an end-to-end equity compensation partner helping companies design, administer, and scale successful stock programs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Infinite Equityinfiniteequity.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 70 contacts → |
“Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Candorcandor.co HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 50 contacts → |
“Public companies spend $500B annually on stock compensation.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Upstockupstock.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 43 contacts → |
“Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Slice Global Equitysliceglobal.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 42 contacts → |
“Slice Global is the AI-native global equity compliance and management platform for modern finance teams.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MIK Fund Solutionsmikfs.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 41 contacts → |
“MIK is global provider of specialized software applications and custom development solutions for Alternative Investment Managers (Hedge Funds, Fund of Funds, and Private Equity).” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MY Equity Compmyequitycomp.com HQ: Gold River, CA, United StatesReported employees: 11-50 | Gold River, CA, United States | 11-50 | Exact match | 33 contacts → |
“My Equity Comp, LLC is dedicated to providing quality, dependable equity compensation consulting services, 6039 reporting services, and short-term and long-term stock plan admin…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Accounttechaccounttech.com HQ: Billerica, MA, United StatesReported employees: 11-50 | Billerica, MA, United States | 11-50 | Exact match | 28 contacts → |
“AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | SECFIsecfi.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Secfi is one of the leading partners for pre-IPO companies in providing equity planning and stock (option) financing for tech employees and founders.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealthlane Financialwealthlane.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Wealthlane Financial Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | PFA Solutions An Allvue Companypfasolutions.com HQ: Fairfax, VA, United StatesReported employees: 11-50 | Fairfax, VA, United States | 11-50 | Exact match | 22 contacts → |
“PFA Solutions is a software provider dedicated to the alternative investment industry.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Backshopbackshop.com HQ: Sausalito, CA, United StatesReported employees: 11-50 | Sausalito, CA, United States | 11-50 | Exact match | 17 contacts → |
“Backshop is a software company that provides commercial real estate valuation, pipeline, loan origination, asset management, and securitization management software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Accufy Analytics, LLCaccufyanalytics.com HQ: Santa Barbara, CA, United StatesReported employees: 11-50 | Santa Barbara, CA, United States | 11-50 | Exact match | 14 contacts → |
“For over fifty years, Accufy (formerly Warren & Selbert) has helped corporations and banks throughout the world structure their most complex transactions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Stock Plan Solutions Green Zapatospsgz.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 13 contacts → |
“Stock Plan Solutions/Green Zapato LLC (SPS/GZ) was founded in 2001 by Mary Pat Wood, CPA, CEP and Rick Zatz, CEP.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 95 company matches
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Equity management software companies: dataset insights
October 1, 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
95 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 95 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: October 1, 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 equity management software companies?
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 equity management software companies did RevenueBase find based in the United States?
The saved snapshot records 95 matching company records, 3,199 tracked contacts and 1,792 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: October 1, 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
Equity management software companies by geography
Cite this list
RevenueBase Data Team. Top 25 equity management software companies based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/equity-management-software-companies/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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