Ledgex Alternatives (January 2026)

Ledgex

Ledgex Pro

https://www.ledge.com/

A comprehensive portfolio management and accounting platform for Family Offices

5/5

3+ reviews

Reviewed on:

G2
Capterra
Facebook
1.
Ledgible | Cryptocurrency Tax & Accounting Software
https://ledgibl
.io/

Ledgible Crypto Tax and Accounting platform provides tools for institutions, tax pros, and enterprises to monitor, report, and handle crypto.

2.
Equity Management Software - Choose Ledgy
https://www.ledg
.com/

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

3.
Portfolio Management System | Middle-Office | Crypto PMS | HedgeGuard
https://www.hedgeguar
.com/

The best combination of Portfolio Management System and Middle Office outsourcing Service, designed for traditional, crypto or hybrid funds!

4.
Nth Round | Comprehensive Equity Management
https://www.nthroun
.com/

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

5.
Morningstar Direct | Asset Management Platform | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/direct/

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

6.
Portfolio insights, tracking and investment research for your wealth.
https://ziggm
.com/

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

7.
LeaseCrunch – Lease Accounting Software for CPA Firms
https://www.leasecrunc
.com/

Lease accounting software for CPA firms and their clients. It's designed to be collaborative and help firms achieve economies of scale.

8.
Portfolio Intelligence Software for Venture Capital
https://vestberr
.com/

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

9.
YCharts - Financial Research and Proposal Platform
https://ychart
.com/

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.