Capitaliz Alternatives (September 2025)

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Grow your AUM, streamline client engagement, and protect your firm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

Qapita is a market leader in India & SEA built to automate workflows around equity management process for CapTables, ESOPs, Due-diligence, and Transactions.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

EquityList is an equity and shareholder management software for India, Singapore, US, MENA, and other regions. Manage cap table, stock options, data rooms, valuation, and related compliances.

Meet Cash Flow Portal, an alternative investing platform that accelerates capital raising. We’ve already helped many GPs and fund managers raise over $6B.

Master the private capital markets with the most intelligent investment data available.

Streamline cap table management, shareholder communication, and equity administration with an easy-to-use platform built for private businesses and family enterprises.

Finario is the capital planning software solution enterprises trust around the world to improve every facet of their Capex programs.

FinAlyzer automates all aspects of Financial Consolidation, Analytics, Management & Statutory Reporting and MIS Dashboards

We help business owners to manage cap table and issue shares to founders, employees & investors.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

Carta's 409A valuation services are trusted with more than 15,000 valuations per year. Get fast, audit-ready valuations for your startup or private company.

Seamless, value-creating transactions for founders and business owners. We bring unrivaled M&A expertise and deep industry knowledge borne over 1,500 successful exits since 2010.

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

Midaxo Cloud for corporate development and M&A. Deliver higher deal value and faster inorganic growth with purpose-built M&A software work management solution.

The equity management software platform that streamlines planning, automates financial reporting & cap table management with global compliance.

Pigment is a planning platform built for agility and scale. It provides organizations around the world with the tools they need build and adapt strategic plans.

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

DealRoom is the premier M&A platform for corporate development executives, investment bankers, and private equity firms. With intuitive tools for pipeline management, diligence, integration, and divestitures, our M&A software streamlines the entire deal process. Collaborate securely with stakeholders, access critical data and insights, and achieve greater deal efficiency.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

The Fieldguide AI Platform for Advisory & Audit provides an engagement automation platform for advisory and audit firms to save time, increase margins, and improve client satisfaction.

More than 800 private companies and startups use trica - the best in class ESOP & cap table management software. Manage buybacks and liquidity events with ease. Get started.

27 years of equity plan and cap table expertise in the industry's most flexible and intuitive platform

Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence.

Ethic is working towards a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Nasdaq Boardvantage is the next generation board management software and portal for board meeting efficiency & collaboration from Nasdaq Governance Solutions.

Unlock financial agility and take control of your company's financial performance with Planful’s Financial Performance Management Platform.

Ideanote is a new way to work with ideas. It's faster, more efficient, and lets you build a fully customizable idea management flow from start to finish.

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

SuccessionNow is an advanced platform tailored to meet succession planning needs for any business

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

The UK's most powerful equity management platform. Full Companies House integration. Issue shares, manage shareholders and view your cap table on Vestd.

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Diligent Equity enables investors, law firms, and private companies to manage their cap tables, valuations, investments, and overall workflows.

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Insights.US is an award-winning platform for civic engagement, designed for governments, cities and elected officials. Ask questions, win trust and lead change.

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster.

Business-outcome-driven enterprise architecture software. Digital business strategy, enterprise architecture planning. Change management tool

Automate, collaborate and make agile business decisions with the leading SaaS enterprise architecture platform.

Enhance productivity and transparency with Rundit's portfolio management and LP reporting platform. Request a free trial.

Join the fastest-growing firms using Clockwork to launch and grow advisory services, deliver client results in minutes, and build a more profitable business.

xiQ's personality-driven sales and marketing platform enables sellers to understand buyers’ mindset through AI-powered personality insights.

All-in-one investor management software built for real estate investment firms and syndicators. We automate investment and investor relationships.

Datarails is an FP&A software solution providing finance experts with an easy way to conduct FP&A, budgeting, and forecasting.

Jirav is the financial planning and analysis solution for accounting firms and SMB's. An 'all-in-one' software for forecasting, budgeting and modeling.

Logility’s platform for supply chain optimization uses machine learning to automate planning, augment performance and accelerate decision-making.

Now finding your company value is easy with Equitest business appraisal software. Find your business valuation for free online and saves time & money

Join 850+ Venture Capitalists, Private Equity Firms, Investment Banks and Corporates who leverage Tracxn to track the world's most innovative companies and emerging sectors.

Turn potential into profit. Archilogic's digital twins make space management smarter, reduce costs, & unlock data-driven insights for max portfolio value. Leverage seamless integration, space comparison across your entire portfolio, and auto-polylining for optimized, efficient layouts.

Always achieve the best outcome with Ansarada's advanced Virtual Data Room solutions. Leave legacy data rooms behind & join the world's top dealmakers now.

Understand what drives your team's performance, make exceptional hiring decisions, and unlock the full potential of your team.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Eton's valuation & advisory services are trusted by top companies, VC/PE, legal teams, accountants & HNW individuals from 1,000s of companies.

We are the best platform in the world for venues, vendors/suppliers & planners who want to streamline the way they manage their wedding & events business. Grow sales and cut admin with fully integrated system from inquiries, contracts, bookings, payments and more. Full Xero & Quickbooks integration.

Get your digital sales needs covered with ease in our all-in-one software! Sign up for your free account today and close deals faster.

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

Business Planning Software Modeliks – Optimize Your Strategy. Create Business and Financial Plans and Reports Effortlessly. Start Your Free Trial Now!

Ignition automates proposals, billing, payment collection, and workflows to help professional services businesses maximize revenue, cash flow, and efficiency.

PitchBook provides readers with the best private market data through the PitchBook Platform, a suite of award-winning software applications. Learn more now!

Webinars, virtual events, communities, and campus solutions for marketers, sales, and event professionals Get A Demo Get Started Free Easily create customiz ...

Unlock the full potential of your data with our enterprise data integration platform. Streamline data management and access to insights.

Enterprise-level digital analytics and customer engagement platform that helps enhance every customer interaction with data-driven insights.

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

Build your strategic plan, increase visibility, and drive engagement using Elate's Strategic Planning & Execution Software. Eliminate silos and unlock your strategy.

Simplify your digital marketing reporting with Oviond. Connect with 50+ marketing tools, automate reports, & deliver personalized insights. Start your free trial!

Succeed across the M&A lifecycle with Virtual Vaults' all-in-one deal platform. The here and the now in dealmaking. Brought to you by Virtual Vaults.

Yext is the leading digital presence platform for multi-location brands, powering the knowledge behind every customer engagement.

We power tomorrow’s private markets by providing the end-to-end digital infrastructure to issue, manage, buy & sell digital asset securities

From local government to healthcare, education, and beyond, DebtBook's comprehensive software makes debt, lease, and subscription management painless.

Easily access ready-to-use remote sensing data analysis using cutting-edge ML models. Designed for Nature-based Solutions (NbS), ESG & Sustainable Development Goals.

LinearB is the leading platform for Software Engineering Intelligence, helping engineering leaders improve efficiency and align R&D investments with business goals.

Proven Platform helps VC and PE firms to make vendor selection easy for portfolio companies.

Growth metrics for SaaS

Brandquad Product Experience Management solution enables brands to curate product info, distribute data and analyze digital shelf performance to drive growth in e-commerce.

Drive more sales and reduce customer service inquiries through human friendly conversations. We eliminate choice overload with our guided product advisors and use zero-party data to deliver profound customer insights to our clients.

People analytics for business people. Achieve better people and business results with the leading people analytics platform.

Field ticket software made specifically for life in the oilfield. Proudly simplifying jobs, tickets, forms & approvals for busy oilfield companies in Canada & The United States.

Zapflow is the all in one solution for investment professional working in venture capital, private equity and alternative investments.

Unlock the full potential of your sales team with Sybill - the AI assistant that automates CRM updates, crafts follow-up emails, and provides unparalleled insights from customer interactions.

Buy and sell SaaS startups in as little as 90 days. 500k+ qualified buyers, 1,000s of vetted listings. M&A advisory, legal help, escrow, and more. Join now.

Eliminate support inefficiencies and spot granular consumer insights. Less churn. Better products. More accurate Business Intelligence.

The comprehensive solution for all your reporting and cash flow forecasting needs. Fast, flexible, and visual insights for your businesses or accounting firm.

Toolio’s Merchandising Platform makes rocket science retailing easy. We help you make fast, data-driven decisions about your most important asset - inventory.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.