Best Cap Table Management

Why These Cap Table Management?

Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top Cap Table Management in the United States .

1. Reputation

Analysis of all reviews across verifiable platforms to determine overall sentiment.

2. Expertise

Team experience and knowledge, along with number of years in business.

3. Service Quality

The quality of service delivered measured by quality, speed, and value.

4. Consistency

Rate at which the business consistently produce high quality outcomes.

5. Customer Service

Reputation and quality of customer experience departments.

Top Ranked National Cap Table Management

Equity Effect

Equityeffect is equity management software built for investment funds, law firms and private companies. Their platform can handle very complicated cap tables, clients financing rounds, certificates and employees options. Equityeffect have automatic document generation workflow and electronic signatures that saves time and money and eliminates errors.

Option Trax

Established in 1992. by their parent company, Plan Management Corp. Optiontrax simplify clients equity administration through technology, education and support. Their equity platform makes it easy to manage vesting, tracking participants and meet all of clients disclosure and financial reporting requirements. Optiontrax provide three levels of support: Self Administration, Customized Administration-FlexSourcing and Full Outsources Administration.


Optrack is a secure web-based software designed by Computershare to streamline both private and public equity management. The application handled all the accounting and tracking of employee stock options and more different types of equity instruments. Optrack’s features are equity plan self-administration, financial reporting, cap table management, liability accounting, document management and more.


Founded in 2012, Carta is a technology based global, company that specializes in capitalization table management and valuation software. With over 13,000 companies, more than 800,000 investors, law firms, and employees on their platform. Carta is a SEC-registered transfer agent for private companies that enables seed-stage to pre-IPO companies to manage equity electronically with the participation of their shareholders, employees, auditors, and legal counsel.

Global Shares

Global Shares is an employee-owned company with an experience with 14 years in business, from 100+ countries participants and 15 offices around the globe. They provide a platform that simplifies the entire processes for public and private compasnies. The firm design and develops enterprise software by offering equity administration, employee share plan, employee support, and trading solutions.


Cory Wagner and Cory Janssen founded company in 1999, as launched as a comprehensive investing and finance dictionary. After 20 years of growing and developing Investopedia launched its first Best Online Brokers Awards. The firm is part of the Dotdash publishing company and have a group of editors, writers, product experts, developers, data scientists, analysts, and executives.

United States

Equity Token

Equitytoken is platform that automates the complex parts of fundraising and equity while providing greater speed, ease, and clarity throughout the process. Knowing that fundraising is a complicated process, Equity Token automated the investment process. They also offer an secure data room where clients can save and secure their files with their online, cloud-based for all sensitive equity documents.

United States


Shareworks is re-brand of the Solium by Morgan Stanley. The company is trusted by 3,000+ companies with employees in 150+ countries transacting in 50+ currencies. They offer solutions for private startups, private companies and solutions for public companies. Shareworks provide clients with smarter software service and relationships built on trust and proven reliability.

United States


Eqvista is a software that offer cap table management and 409A valuation experts. It is very sophisticated equity management software that allows companies, investors and company shareholders to track, manage, and make intelligent decisions about their companies equity. Their technology can ease the current system for share management, cap tables and company fillings.


John D. Rockefeller established the company in 1882, as a family office to manage his growing investment needs and the future needs of his family. Rockefeller capital management is independent, privately-owned financial services firm offering global family office, asset management and strategic advisory services to extremely high net worth individuals and families, institutions and corporations.


The company operates with 40% of annual growth, 1 million platform users and 40 global offices. Certent, the software company, provide service to hundreds of clients as accounting, stock compensation managers, develop the world’s leading equity management platform, collaborative reporting software and disclosure research tool. Their services are for equity, disclosure management and software training.


A global company that make software for venture capital, private equity and other close ended funds. Fundwave software suite includes a fund administration software, an investor portal and the JCurve portfolio metrics tool. Their products are Fund Administration Software, Jcurve portfolio Management and Investor Portal. Fund managers around the globe rely on Fundwave.


Capital Management Services L.P. works as a nationally licensed and recognized collections agency, providing the highest level of delinquent receivables resolution. The firm uses an intelligent computer system that works like a collections expert, making instant decisions that are typically routine. Their team of professionals manage the areas of Debt Collection Laws, State Licensing, Company Profile and Client Contractual Expectations.


For over 35 years GTCR is a leader in private equity. With team of professionals they provide Financial Services & Technology; Healthcare-as one of the main investment strategy, since 1981;Technology, Media & Telecommunications-since 1997. has invested in nearly 30 companies and Growth Business Services.

Capital Management Services

CMS advisors can help individuals and families achieve their ideal retirements. The firm offer services in areas of Grow – with retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, Preserve – with asset protection strategies, life insurance, tax-efficient and long-term strategies, and Give area with IRA legacy planning.

CMS Wealth Management

For over twenty-five years, the firm is providing wealth management services to their clients. Capital Management Services offer personal financial planning, tax, consideration, estate planning and trust matters. For achieving clients goals they use flipbooks, glossary, videos and more resources. Their mission is to work closely with each client and help them realize their personal, family and business goals.

American Capital Management

Founded in 1980, with over $2.0 billion in assets under management. American Capital Management is an investment firm with offer for investing for growth, focusing on active management of innovative quality small and medium-sized companies. Clients can expect from the firm that they can achieve their goals through investing in a disciplined growth strategy.

Capital Management Services Group

The firm was established by Hannah Terhune, a tax attorney and a veteran hedge fund, and her staff of professionals. They provide legal advice and professional services to a wide range of clients on six continents. There is in they offer a tax, business & banking services to hedge funds and funds managers.


OST is providing administrative services, human capital management services and other technical, organizational assistance across the U.S in order to save organizations time and money. The firm is serving Contract Vehicles and Customers so that they can use Management Consulting & Strategic Innovation, Information Technology, Research & Development and Egineering, Logistic Support and more.

Westfield Capital Management

Westfield Capital Management is an investment advisor dedicated to providing quality investment management services to institutions and wealthy individuals. The firm was established in 1989. Today they operate with strategies leverage in-depth, fundamental research efforts to Small Cap, Small-Mid, Mid and Large Cap, as well as All Cap companies, Dividend Growth, Select and Sustainable Growth.


Oaktree Capital Management was established in 1995. and it is a leading global alternative investment management firm with expertise in credit strategies. Today, the firm contain more than 950 employees with offices in the U.S. and around the globe. Oaktree provide Institutinal Investors-e.g., sovereign wealth funds, Financial Professionals, Individual Investors and Public Unitholders.