What equity management is best for enterprise teams?

# Equity Management for Enterprise Teams

## Top Platforms for Enterprise-Scale Equity Management

### **Tier 1 - Full-Featured Enterprise Solutions**

| Platform | Best For | Key Strengths |

|----------|----------|---------------|

| **Carta** | Large private/public companies | Cap table management, 409A valuations, fund administration |

| **Shareworks (Morgan Stanley)** | Public & pre-IPO companies | Global compliance, payroll integration, financial planning |

| **Equity Edge Online (E*TRADE/Morgan Stanley)** | Public companies | Broker integration, tax reporting, participant experience |

| **Certent** | Complex equity structures | Reporting, ASC 718 compliance, analytics |

### **Tier 2 - Strong Enterprise Options**

- **Solium (now Shareworks)** - Global equity plans

- **Global Shares** - Multi-country administration

- **Computershare** - Transfer agent + equity management

- **Fidelity Stock Plan Services** - Large public companies

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## Key Features to Evaluate

- ✅ **Compliance** (ASC 718, SEC reporting, global tax)

- ✅ **Integrations** (HRIS, payroll, accounting)

- ✅ **Scalability** across geographies

- ✅ **Employee experience/portal**

- ✅ **Audit trails & security**

- ✅ **409A valuation support**

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## Recommendations by Stage

- **Pre-IPO/Growth** → Carta or Pulley

- **Post-IPO** → Shareworks or Equity Edge

- **Global teams** → Global Shares or Shareworks

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Would you like a deeper comparison on any specific platform or use case?