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SPECIFICTION
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EntityKeeper

entitykeeper.com

From $4.17/mo WebiOSAndroid
Visit entitykeeper.com
Spec score 7.7 #4 of 19 in Business Filing and Compliance Management

What it is

EntityKeeper is entity management and compliance software for organizations that need centralized control of company information. It stores entity records covering jurisdictions, registered agents, ownership stakes, bank accounts, key dates, officers, directors, custom fields, insurance, loans, authorized signers, and beneficial owners. Ownership tools track structures, cap tables, beneficial ownership, and UBO data, with organizational charts available. Documents are grouped by entity, searchable by name or tag, and linkable to Box, Dropbox, Google Drive, OneDrive, or SharePoint files. Reports use managed entity, ownership, and task data, can be configured around selected fields, and download as PDFs. Teams can create reminders and tasks, assign them to named members, and receive deadline alerts. The platform is web-based, with Android and iOS access listed, and supports SAML SSO, granular roles, audit exports, encryption, backups, and vulnerability scans. Plans include unlimited users and vary by entity count.

Spec sheet

Purpose
EntityKeeper is entity management and compliance software that centralizes entity records, documents, deadlines, and filings.Read 4 Oct 2026 · entitykeeper.com
Integrations
The pricing page lists integrations with Box, Dropbox, Google, OneDrive, and LobbyCRE.Read 4 Oct 2026 · entitykeeper.com
Security
The company describes the platform as SOC 2 attested, with encryption in transit, automatic backups, vulnerability scans, and a secure development lifecycle.Read 4 Oct 2026 · entitykeeper.com
Headquarters
Charlotte, North Carolina, United StatesRead 28 Sep 2026 · entitykeeper.com
Founded
2013Read 28 Sep 2026 · entitykeeper.com
Company
EntityKeeper says it was created in 2013 by Rob Finlay, is located in Charlotte, North Carolina, and is a Thirty Capital company.Read 4 Oct 2026 · entitykeeper.com
Cloud access
EntityKeeper describes its platform as web-based and accessible from any device.Read 4 Oct 2026 · entitykeeper.com
Deadline workflows
Users can set reminders and tasks for entities, assign them to named team members, and receive alerts before deadlines.Read 4 Oct 2026 · entitykeeper.com
Documents
Documents are organized by entity and searchable by name or tag, and the product can link to Box, Dropbox, Google Drive, OneDrive, or SharePoint files.Read 4 Oct 2026 · entitykeeper.com
Encryption and access
The company says data is encrypted in transit and at rest with 256-bit AES and the platform supports SAML SSO, granular roles, and exportable audit trails.Read 4 Oct 2026 · entitykeeper.com
Entity records
Entity records can include jurisdictions, registered agents, ownership stakes, bank accounts, key dates, officers, directors, custom fields, insurance, loans, authorized signers, and beneficial owners.Read 4 Oct 2026 · entitykeeper.com
Limits and support
Plans are differentiated by entity count, include unlimited user licenses, and include onboarding, training, an integrated help center, and customer support.Read 4 Oct 2026 · entitykeeper.com
Mobile
The pricing page lists web and mobile access, and the Terms say use may be available through a compatible mobile device and may require downloading a mobile application.Read 4 Oct 2026 · entitykeeper.com
Ownership
The platform tracks ownership structures, beneficial ownership, cap tables, and UBO data and can build organizational charts.Read 4 Oct 2026 · entitykeeper.com
Reporting
Reports draw on managed entity, ownership, and task data, can be configured by selected fields, and can be downloaded as PDFs.Read 4 Oct 2026 · entitykeeper.com
Who it serves
EntityKeeper says it is built for legal, finance and accounting, and operations teams managing many entities, often in commercial real estate and investment organizations.Read 4 Oct 2026 · entitykeeper.com

Plans and prices

Full-service EntityKeeper $50 a year $50 per entity, per year, excluding state and filing fees Available to annual subscribers · two-week setup after providing full data set Read 4 Oct 2026 · entitykeeper.com
Corporate (monthly) $465 a month $465 /mo Up to 100 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription Read 4 Oct 2026 · entitykeeper.com
Enterprise (monthly) $925 a month $925 /mo Up to 200 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription Read 4 Oct 2026 · entitykeeper.com
Corporate (annual) $5,000 a year $5,000 BILLED YEARLY – YOU SAVE $580 Up to 100 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription Read 4 Oct 2026 · entitykeeper.com
Enterprise (annual) $10,000 a year $10,000 BILLED YEARLY – YOU SAVE $1,100 Up to 200 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription Read 4 Oct 2026 · entitykeeper.com
Platinum Priced on request Custom 200+ entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription Read 4 Oct 2026 · entitykeeper.com

Every EntityKeeper plan and price →

Strong points and limits

Strong points

  • Tracks ownership structures, cap tables, and UBO data
  • Searchable entity documents with major cloud-file links
  • Configurable PDF reports from managed data
  • Deadline reminders assignable to named team members
  • Android, iOS, and web access listed

Limits

  • No free plan or free trial
  • Corporate monthly starts at $465 a month
  • Plans limit included entity counts
  • Implementation fee applies to listed corporate plans

Who it suits

It suits legal, finance and accounting, and operations teams managing many entities, especially in commercial real estate and investment organizations. Multi-country jurisdiction coverage and ownership tracking support complex entity portfolios.

Verdict

EntityKeeper combines records, ownership, documents, reporting, and deadline workflows in one system. Its paid plans target organizations managing substantial entity portfolios rather than casual users.

Where Specifiction places it

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