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SPECIFICTION
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Cake Equity vs EquiView

Cake Equity

cakeequity.com

EquiView

schwabworkplaceservices.com

Side by side

FigureCake EquityEquiView
Price from$83.33/mo—
Free planYes—
Free trial——
Open source——
WebYesYes
iOSYes—
AndroidYes—
Plans published41
Spec score · Equity Compensation Management Software8.5 (#4)7.7 (#9)
HeadquartersVenice, California, United StatesLone Tree, Colorado, United States
PurposeCake describes itself as an equity management platform for growing startups, covering cap table accuracy, compliance readiness, and employee ownership.EquiView is Schwab’s equity plan administration and recordkeeping platform for managing company stock plans.
SupportThe Pro plan includes priority support through a dedicated Slack channel.Dedicated teams provide help with conversion, financial reporting, client service, and product questions.

Plans

Cake Equity

  • FreeFree
  • Build$1,000 a year
  • Team$2,750 a year
  • ProPriced on request

Cake Equity pricing →

EquiView

  • Stock Plan ServicesPriced on request

EquiView pricing →

In their own words

Cake Equity

Cake Equity has no write-up on Specifiction yet; its figures are above.

Visit cakeequity.com

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.

Visit schwabworkplaceservices.com