Eqvista vs Wealthlane
Eqvista
eqvista.comWealthlane
wealthlane.coSide by side
| Figure | Eqvista | Wealthlane |
|---|---|---|
| Price from | $2/mo | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Equity Compensation Management Software | 8.2 (#6) | 6.7 (#23) |
| Headquarters | Las Vegas, Nevada, United States | New York, NY |
| Intended users | Eqvista describes its platform as serving private companies from formation through pre-IPO, including founders, investors, and finance teams. | The platform is presented for public companies and pre-IPO or late-stage private companies, including lean teams without a dedicated equity administrator. |
| Security | Eqvista says its servers use AWS, data at rest is encrypted with AWS KMS, and data in transit is protected with TLS/SSL. | The site states that Wealthlane is SOC I Type II and SOC II Type II certified. |
| Support | Eqvista provides support documentation and says assistance is available by phone or email. | The site invites prospective customers to book a 20-minute live demo and lists [email protected] for contact. |
Plans
Eqvista
- Freemium Cap TableFree
- Premium Cap Table$2 a month
- 409A Valuation & Premium Cap Table Bundle$990 a year
In their own words
Eqvista
Eqvista combines equity management, valuation services, and app-based company valuation for private companies. Its cap table tools track ownership and manage shares, options, SAFEs, and employee equity, alongside vesting schedules, compliance, and funding or liquidity scenario modeling. Governance and compliance features include board resolutions and voting, 83(b) elections, Rule 701, Form 3921, and ASC 718 support. Valuation offerings include 409A and fair market valuations, software and IP, gift and estate tax, ASC 820 portfolio valuations, and QSBS attestation letters. Real-Time Company Valuation provides an app-based estimate of common stock value for private companies; Eqvista says it does not replace a certified 409A valuation. Eligible companies can connect QuickBooks to send financial data into that feature, and the mobile app provides valuation insights on iOS and Android. The free cap table plan covers fewer than 20 stakeholders. Premium Cap Table costs $2 a month, billed per stakeholder; a valuation and cap table bundle is listed from $990 a year. Eqvista says it uses AWS, AWS KMS encryption at rest, and TLS/SSL in transit.
Wealthlane
Wealthlane has no write-up on Specifiction yet; its figures are above.