Astrella vs EquiView
Astrella
astrella.comEquiView
schwabworkplaceservices.comSide by side
| Figure | Astrella | EquiView |
|---|---|---|
| Price from | $100/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 4 | 1 |
| Spec score · Equity Compensation Management Software | 9.1 (#1) | 7.7 (#9) |
| Headquarters | New York, NY, United States | Lone Tree, Colorado, United States |
| Integrations | Official product pages state that Astrella integrates with HRIS, payroll and valuation providers. | Schwab says EquiView can integrate with existing systems; its demo describes secure file transfers and experience integrating with providers and HR systems such as ADP and Workday. |
| Intended users | Astrella describes the trial as intended for startups and growth companies creating and managing cap tables. | Schwab says its stock plan technology serves public and private companies and supports finance teams and plan participants. |
| Reporting | The platform provides investor reporting, waterfall analysis and customizable stock-option reports. | Users can customize, save, schedule, and deliver reports, with results available on screen or in Excel, PDF, or text formats. |
| Support | Astrella offers technical platform support and financial consulting related to the platform and clients' goals. | Dedicated teams provide help with conversion, financial reporting, client service, and product questions. |
| What it does | Astrella is a cloud SaaS platform for managing private-company ownership data, cap tables and employee equity plans. | EquiView is Charles Schwab’s equity administration platform for managing stock plans. |
Plans
Astrella
- Early Stage$1,200 a year
- Emerging$3,200 a year
- Accelerate$8,200 a year
- CustomPriced on request
In their own words
Astrella
Astrella manages cap tables and employee stock plan ownership data for privately held companies. Its automated cap table system is customizable for finance departments, while equity tracking covers grants, vesting schedules and settlement. Users can simulate financing rounds and exits, and stock plan management supports ASC-718 reporting requirements. The platform supports stock options, RSAs, PIUs, RSUs, convertibles, warrants and SAFEs, with advanced vesting rules, valuation support, tax reporting and an employee portal. BoardNotes records, transcribes and stores meeting minutes in the Astrella ledger; a document vault holds company documents and resources. Astrella says its private immutable audit trails preserve audit and transaction records. Employees and investors can access holdings through a mobile app, and named integration partners include Box, CharliAI, EquityZen and Derivatas. The company offers technical platform support and financial consulting. Astrella runs on Android, iOS and web, and offers a 30 day trial for startups and growth companies. Plans cost $1,200 a year for 0–25 stakeholders, $3,200 a year for 26–100, and $8,200 a year for 101–300. Custom pricing is unlisted for 300 stakeholders and above.
EquiView
EquiView is Charles Schwab’s web platform for administering and recording company stock plans for public and private companies. It supports stock options, ESPP, performance awards, restricted stock units, and cash awards, with advanced vesting rules. A dashboard presents plan metrics, real-time updates, and attention notifications. Teams can build reports from hundreds of fields, schedule delivery, and support financial reporting under ASC 718 and IFRS 2. Rules-based mobility recordkeeping helps automate withholding calculations for employees working across jurisdictions. The Modeler supplies a replica database for testing changes without affecting production data. Audit records timestamp updates and identify who made them. EquiView can integrate with existing systems, including ADP and Workday, through secure file transfers. Participants can view and transact awards through a multilingual interface and mobile app. Pricing is all-inclusive with one clear price, but the amount is available on request.