Company lists · Data refreshed September 2026
Top 25 Equity management software companies based in the United States
RevenueBase identified 94 equity management software companies headquartered in the United States as of September 2026 and tracks 3,200 professional contacts across them, including 1,800 with verified work emails. New York is the largest hub.
This list covers equity management software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 → | ||||
Indirect evidence “Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 590 contacts → | ||||
Partial evidence “GoldenSource is the Modern Financial Data Management Platform for capital markets, delivered through cloud-native infrastructure designed to ground AI in governed capital markets…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 183 contacts → | ||||
Partial evidence “Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 173 contacts → | ||||
Indirect evidence “We are the trusted partner for retirement plan professionals and sponsors.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 163 contacts → | ||||
Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 152 contacts → | ||||
Partial evidence “Stock & Option Solutions is an end-to-end equity compensation partner helping companies design, administer, and scale successful stock programs.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 87 contacts → | ||||
Strong evidence “Cake Equity is the best cap table and equity management software for startup founders who want to accelerate team motivation through equity ownership.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 70 contacts → | ||||
Partial evidence “Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 56 contacts → | ||||
Indirect evidence “At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 50 contacts → | ||||
Indirect evidence “Public companies spend $500B annually on stock compensation.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 43 contacts → | ||||
Indirect evidence “Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 42 contacts → | ||||
Strong evidence “Slice Global is the AI-native global equity compliance and management platform for modern finance teams.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 41 contacts → | ||||
Strong evidence “MIK is global provider of specialized software applications and custom development solutions for Alternative Investment Managers (Hedge Funds, Fund of Funds, and Private Equity).” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 33 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 31 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 28 contacts → | ||||
Partial evidence “AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 27 contacts → | ||||
Partial evidence “Secfi is one of the leading partners for pre-IPO companies in providing equity planning and stock (option) financing for tech employees and founders.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 26 contacts → | ||||
Indirect evidence “Wealthlane Financial Inc.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 22 contacts → | ||||
Partial evidence “PFA Solutions is a software provider dedicated to the alternative investment industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 21 contacts → | ||||
Partial evidence “cofi.ai is a real-time portfolio intelligence platform purpose-built for private equity firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 19 contacts → | ||||
Partial evidence “OneGuide is a Modern Portfolio Ops Platform that provides leverage to PE and VC portfolio teams through software, expert network, and services.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 17 contacts → | ||||
Partial evidence “Visible.vc simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 17 contacts → | ||||
Strong evidence “Backshop is a software company that provides commercial real estate valuation, pipeline, loan origination, asset management, and securitization management software.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 15 contacts → | ||||
Partial evidence “Nth Round is a software company on a mission to create a more transparent and efficient private market.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 14 contacts → | ||||
Indirect evidence “For over fifty years, Accufy (formerly Warren & Selbert) has helped corporations and banks throughout the world structure their most complex transactions.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: equity management software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names equity management software companies.
- Partial evidence
- Its own public description names part of equity management software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name equity management software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 94 equity management software companies based in the United States
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Equity management software companies based in the United States at a glance
As of Sep 14, 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 94 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among equity management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “equity management software companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names equity management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among equity management software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 1,800 across the full list. 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 14, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names equity management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many equity management software companies are there based in the United States?
RevenueBase identified 94 equity management software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Allvue Systems, headquartered in Coral Gables, tops this list with the largest team on record.
Which city has the most equity management software companies?
New York leads with 21 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,800 verified decision-maker contacts tracked across these 94 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.
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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 Smart Search, 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.
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