The equity management software market has seen considerable growth due to a variety of factors.
• In recent years, the market size for equity management software has seen a rapid expansion. Predictions imply it will rise from a value of $0.61 billion in 2024, to an increased value of $0.69 billion in 2025, showing a compound annual growth rate (CAGR) of 13.3%.
Factors responsible for this significant expansion during the historic period include the rising need for real-time analytics, the escalated adoption of this software by both large and medium-sized enterprises, an increase in AI and automation, an ongoing shift towards digitalization, and an increased concentration on employee share ownership.
The equity management software market is expected to maintain its strong growth trajectory in upcoming years.
• We anticipate swift expansion in the equity management software market in the coming years, with a projected size of $1.13 billion by 2029, resulting in a compound annual growth rate (CAGR) of 13.1%.
This predicted increase is attributed to factors such as rising demand for equity management software, heightened focus on worker engagement, increased appetite for real-time analytics, the surge in adoption of cloud-based systems, and the expansion of urbanization and globalization. During the forecast period, we expect trends like an emphasis on cloud-based solutions, harmonization with other financial systems, sophisticated analytic and reporting functionalities, application of blockchain technology, and an increase in the utilization of artificial intelligence and machine learning.
The equity management software market is expected to grow due to the increasing need for varied investment approaches. Investment strategies, which refer to systematic plans investors create to distribute resources to different financial instruments, are typically designed to accomplish specific financial objectives while handling risk. This demand has emerged from risk management needs, leading investors to embrace diversification as a defense against market instability and unexpected disruptions. Equity management software deploys an array of investment strategies to fulfill their financial goals. These goals usually encompass generating a positive return, managing risks, and preserving capital. As an example, in July 2023, foreign multinational firms earned $289.9 billion in 2022 from their diverse investments in the US, as per reports from the U.S. Bureau of Economic Analysis, a U.S government agency. This was a rise of 1.7 percent from 2021. As a result, the surging demand for diversified investment strategies is fueling the expansion of the equity management software market.
The equity management software market covered in this report is segmented –
1) By Type: Basic (Under $50 Per Month), Standard ($50-$100 Per Month), Senior (Above $100 Per Month)
2) By Deployment: On-Premise, Cloud
3) By Application: Private Corporation, Start-Ups, Listed Company, Financial Team, Other Applications
Subsegments:
1) By Basic (Under $50 Per Month): Small Business Equity Management Software, Startup Equity Management Solutions, Limited Feature Software For Individual Investors, Basic Cap Table Management Tools, Low-Cost Option For Early-Stage Companies, Basic Stock Option Tracking Systems
2) By Standard ($50-$100 Per Month): Mid-Tier Equity Management Platforms, Advanced Cap Table Management Software, Stock Option and Equity Grant Administration, Shareholder Communication and Reporting Tools, Compliance and Tax Reporting For SMEs, Performance Tracking For Employee Stock Plans
3) By Senior (Above $100 Per Month): Enterprise-Level Equity Management Software, Comprehensive Stock Option and RSU Management, Advanced Reporting and Analytics Features, Multi-Country and Multi-Currency Compliance Tools, Full-Scale Shareholder Communication Systems, Integration With Payroll and HR Platforms, Customizable Equity Plans and Employee Benefits
Leading companies in the equity management software market are aiming to develop sophisticated AI-driven equity management solutions to enhance both efficiency and effectiveness in equity management. Such solutions employ artificial intelligence in order to optimize and automate equity ownership processes, resulting in heightened accuracy and efficiency while significantly reducing human errors. For example, in May 2024, SeedBlink, an equity crowdfunding platform from Romania, introduced its all-encompassing equity management and investment platform. Designed to streamline equity management for tech startups and investors in Europe, this platform offers four integrated services including SeedBlink Equity for cap table management, ESOP, and governance; SeedBlink Ventures for linking startups with investors; SeedBlink Syndicates for joint angel investments; and SeedBlink Secondaries for trading in vested shares and providing early liquidity. This all-inclusive platform simplifies complicated equity transactions and supports strategic investment, thus making it a crucial tool for ambitious startups and investors looking for varied opportunities.
Major companies operating in the equity management software market are include:
•Morgan Stanley
• Computershare Limited
• Diligent Corporation
• Carta Inc.
• Dynamo Software Inc.
• Gust Inc.
• Vestd Ltd.
• EquityZen Inc.
• Altvia Solutions LLC
• Qapita Fintech Pte. Ltd.
• Certent Inc.
• Solium Capital LLC
• Eqvista Inc.
• Ledgy AG
• Cake Equity Holdings Inc.
• RuleZero
• Plan Management Corporation
• Fundwave Technologies Private Limited
• Global Shares Limited
• E-List Technologies Pvt Ltd.
• Trica equity
• AL Advisors Management Inc
North America was the largest region in the equity management software market in 2024. Asia-Pacific is expected to be the fastest growing region in the market going forward. The regions covered in the equity management software market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.