North America Equity Management Software Market Size, Share & Trends Analysis Report By Enterprise Size (Large Enterprises, and Small & Medium-sized Enterprises), By Type, By Application. By Country and Growth Forecast, 2024 - 2031

The North America Equity Management Software Market would witness market growth of 13.2% CAGR during the forecast period (2024-2031).

The US market dominated the North America Equity Management Software Market by Country in 2023 and would continue to be a dominant market till 2031; thereby, achieving a market value of $364.3 Million by 2031. The Canada market is experiencing a CAGR of 15.7% during (2024 - 2031). Additionally, The Mexico market would exhibit a CAGR of 14.7% during (2024 - 2031).

Equity management software helps companies comply with tax regulations related to equity compensation, such as withholding requirements, tax reporting obligations, and tax treatment of equity awards. It automates tax calculations, generates tax forms (e.g., IRS Form 1099 and W-2), and facilitates tax reporting for employees and tax authorities. Equity management software assists companies in designing, modeling, and analyzing equity compensation plans to align them with corporate goals, market benchmarks, and shareholder interests. It provides tools for scenario planning, sensitivity analysis, and performance-based equity modeling, enabling informed decision-making by executives and compensation committees.

Additionally, equity management software supports shareholder relations and investor communication by providing access to shareholder data, proxy voting records, and equity ownership analytics. It effectively helps companies engage with investors, proxy advisory firms, and regulatory agencies, promoting transparency and trust in corporate governance practices. Equity management software facilitates the integration of equity compensation plans and data during mergers, acquisitions, and other corporate transactions. It streamlines the process of harmonizing equity awards, managing transition agreements, and communicating changes to employees and stakeholders, reducing the administrative burden and minimizing disruption.

Automation and artificial intelligence (AI) technologies improve productivity and efficiency in equity management procedures by automating repetitive jobs like data entry, reporting, and computations in Canada. Capabilities for analytics powered by artificial intelligence enable equity management software to extract actionable insights from vast quantities of data in Canada. Hence, the factors mentioned above will drive the regional market growth.

Free Valuable Insights: The Equity Management Software Market is Predict to reach USD 1.5 Billion by 2031, at a CAGR of 13.8%

Based on Enterprise Size, the market is segmented into Large Enterprises, and Small & Medium-sized Enterprises. Based on Type, the market is segmented into Basic (Under $50/Month), Standard ($50-100/Month), and Senior (Above $100/Month). Based on Application, the market is segmented into Private Corporation, Listed Companies, Start-ups, and Others. Based on countries, the market is segmented into U.S., Mexico, Canada, and Rest of North America.

List of Key Companies Profiled

• JPMorgan Chase & Co.
• Preqin Ltd. (Dynamo Software)
• Eqvista Inc.
• Altvia Solutions, LLC
• Euronext N.V.
• Ledgy AG
• DEEP POOL Financial Solutions Limited
• eShares, Inc. (Carta, Inc.)
• Gust, Inc.
• Qapita Fintech Pte. Ltd.

North America Equity Management Software Market Report Segmentation

By Enterprise Size

• Large Enterprises
• Small & Medium-sized Enterprises

By Type

• Basic (Under $50/Month)
• Standard ($50-100/Month)
• Senior (Above $100/Month)

By Application

• Private Corporation
• Listed Companies
• Start-ups
• Others

By Country

• US
• Canada
• Mexico
• Rest of North America

Chapter 1. Market Scope & Methodology
1.1 Market Definition
1.2 Objectives
1.3 Market Scope
1.4 Segmentation
1.4.1 North America Equity Management Software Market, by Enterprise Size
1.4.2 North America Equity Management Software Market, by Type
1.4.3 North America Equity Management Software Market, by Application
1.4.4 North America Equity Management Software Market, by Country
1.5 Methodology for the research

Chapter 2. Market at a Glance
2.1 Key Highlights

Chapter 3. Market Overview
3.1 Introduction
3.1.1 Overview
3.1.1.1 Market Composition and Scenario
3.2 Key Factors Impacting the Market
3.2.1 Market Drivers
3.2.2 Market Restraints
3.2.3 Market Opportunities
3.2.4 Market Challenges
3.3 Porter’s Five Forces Analysis

Chapter 4. North America Equity Management Software Market by Enterprise Size
4.1 North America Large Enterprises Market by Country
4.2 North America Small & Medium-sized Enterprises Market by Country

Chapter 5. North America Equity Management Software Market by Type
5.1 North America Basic (Under $50/Month) Market by Country
5.2 North America Standard ($50-100/Month) Market by Country
5.3 North America Senior (Above $100/Month) Market by Country

Chapter 6. North America Equity Management Software Market by Application
6.1 North America Private Corporation Market by Country
6.2 North America Listed Companies Market by Country
6.3 North America Start-ups Market by Country
6.4 North America Others Market by Country

Chapter 7. North America Equity Management Software Market by Country
7.1 US Equity Management Software Market
7.1.1 US Equity Management Software Market by Enterprise Size
7.1.2 US Equity Management Software Market by Type
7.1.3 US Equity Management Software Market by Application
7.2 Canada Equity Management Software Market
7.2.1 Canada Equity Management Software Market by Enterprise Size
7.2.2 Canada Equity Management Software Market by Type
7.2.3 Canada Equity Management Software Market by Application
7.3 Mexico Equity Management Software Market
7.3.1 Mexico Equity Management Software Market by Enterprise Size
7.3.2 Mexico Equity Management Software Market by Type
7.3.3 Mexico Equity Management Software Market by Application
7.4 Rest of North America Equity Management Software Market
7.4.1 Rest of North America Equity Management Software Market by Enterprise Size
7.4.2 Rest of North America Equity Management Software Market by Type
7.4.3 Rest of North America Equity Management Software Market by Application

Chapter 8. Company Profiles
8.1 JPMorgan Chase & Co.
8.1.1 Company Overview
8.1.2 Financial Analysis
8.1.3 Segmental and Regional Analysis
8.1.4 Recent strategies and developments:
8.1.4.1 Acquisition and Mergers:
8.1.5 SWOT Analysis
8.2 Preqin Ltd. (Dynamo Software)
8.2.1 Company Overview
8.2.2 SWOT Analysis
8.3 Eqvista Inc.
8.3.1 Company Overview
8.3.2 Recent strategies and developments:
8.3.2.1 Partnerships, Collaborations, and Agreements:
8.3.3 SWOT Analysis
8.4 Altvia Solutions, LLC
8.4.1 Company Overview
8.4.2 SWOT Analysis
8.5 Euronext N.V.
8.5.1 Company Overview
8.5.2 Financial Analysis
8.5.3 Regional Analysis
8.5.4 Recent strategies and developments:
8.5.4.1 Acquisition and Mergers:
8.5.5 SWOT Analysis
8.6 Ledgy AG
8.6.1 Company Overview
8.6.2 SWOT Analysis
8.7 DEEP POOL Financial Solutions Limited
8.7.1 Company Overview
8.7.2 SWOT Analysis
8.8 eShares, Inc. (Carta, Inc.)
8.8.1 Company Overview
8.8.2 Recent strategies and developments:
8.8.2.1 Acquisition and Mergers:
8.8.3 SWOT Analysis
8.9 Gust, Inc.
8.9.1 Company Overview
8.9.2 SWOT Analysis
8.10. Qapita Fintech Pte. Ltd.
8.10.1 Company Overview
8.10.2 Recent strategies and developments:
8.10.2.1 Acquisition and Mergers:
8.10.3 SWOT Analysis

TABLE 1 North America Equity Management Software Market, 2020 - 2023, USD Million
TABLE 2 North America Equity Management Software Market, 2024 - 2031, USD Million
TABLE 3 North America Equity Management Software Market by Enterprise Size, 2020 - 2023, USD Million
TABLE 4 North America Equity Management Software Market by Enterprise Size, 2024 - 2031, USD Million
TABLE 5 North America Large Enterprises Market by Country, 2020 - 2023, USD Million
TABLE 6 North America Large Enterprises Market by Country, 2024 - 2031, USD Million
TABLE 7 North America Small & Medium-sized Enterprises Market by Country, 2020 - 2023, USD Million
TABLE 8 North America Small & Medium-sized Enterprises Market by Country, 2024 - 2031, USD Million
TABLE 9 North America Equity Management Software Market by Type, 2020 - 2023, USD Million
TABLE 10 North America Equity Management Software Market by Type, 2024 - 2031, USD Million
TABLE 11 North America Basic (Under $50/Month) Market by Country, 2020 - 2023, USD Million
TABLE 12 North America Basic (Under $50/Month) Market by Country, 2024 - 2031, USD Million
TABLE 13 North America Standard ($50-100/Month) Market by Country, 2020 - 2023, USD Million
TABLE 14 North America Standard ($50-100/Month) Market by Country, 2024 - 2031, USD Million
TABLE 15 North America Senior (Above $100/Month) Market by Country, 2020 - 2023, USD Million
TABLE 16 North America Senior (Above $100/Month) Market by Country, 2024 - 2031, USD Million
TABLE 17 North America Equity Management Software Market by Application, 2020 - 2023, USD Million
TABLE 18 North America Equity Management Software Market by Application, 2024 - 2031, USD Million
TABLE 19 North America Private Corporation Market by Country, 2020 - 2023, USD Million
TABLE 20 North America Private Corporation Market by Country, 2024 - 2031, USD Million
TABLE 21 North America Listed Companies Market by Country, 2020 - 2023, USD Million
TABLE 22 North America Listed Companies Market by Country, 2024 - 2031, USD Million
TABLE 23 North America Start-ups Market by Country, 2020 - 2023, USD Million
TABLE 24 North America Start-ups Market by Country, 2024 - 2031, USD Million
TABLE 25 North America Others Market by Country, 2020 - 2023, USD Million
TABLE 26 North America Others Market by Country, 2024 - 2031, USD Million
TABLE 27 North America Equity Management Software Market by Country, 2020 - 2023, USD Million
TABLE 28 North America Equity Management Software Market by Country, 2024 - 2031, USD Million
TABLE 29 US Equity Management Software Market, 2020 - 2023, USD Million
TABLE 30 US Equity Management Software Market, 2024 - 2031, USD Million
TABLE 31 US Equity Management Software Market by Enterprise Size, 2020 - 2023, USD Million
TABLE 32 US Equity Management Software Market by Enterprise Size, 2024 - 2031, USD Million
TABLE 33 US Equity Management Software Market by Type, 2020 - 2023, USD Million
TABLE 34 US Equity Management Software Market by Type, 2024 - 2031, USD Million
TABLE 35 US Equity Management Software Market by Application, 2020 - 2023, USD Million
TABLE 36 US Equity Management Software Market by Application, 2024 - 2031, USD Million
TABLE 37 Canada Equity Management Software Market, 2020 - 2023, USD Million
TABLE 38 Canada Equity Management Software Market, 2024 - 2031, USD Million
TABLE 39 Canada Equity Management Software Market by Enterprise Size, 2020 - 2023, USD Million
TABLE 40 Canada Equity Management Software Market by Enterprise Size, 2024 - 2031, USD Million
TABLE 41 Canada Equity Management Software Market by Type, 2020 - 2023, USD Million
TABLE 42 Canada Equity Management Software Market by Type, 2024 - 2031, USD Million
TABLE 43 Canada Equity Management Software Market by Application, 2020 - 2023, USD Million
TABLE 44 Canada Equity Management Software Market by Application, 2024 - 2031, USD Million
TABLE 45 Mexico Equity Management Software Market, 2020 - 2023, USD Million
TABLE 46 Mexico Equity Management Software Market, 2024 - 2031, USD Million
TABLE 47 Mexico Equity Management Software Market by Enterprise Size, 2020 - 2023, USD Million
TABLE 48 Mexico Equity Management Software Market by Enterprise Size, 2024 - 2031, USD Million
TABLE 49 Mexico Equity Management Software Market by Type, 2020 - 2023, USD Million
TABLE 50 Mexico Equity Management Software Market by Type, 2024 - 2031, USD Million
TABLE 51 Mexico Equity Management Software Market by Application, 2020 - 2023, USD Million
TABLE 52 Mexico Equity Management Software Market by Application, 2024 - 2031, USD Million
TABLE 53 Rest of North America Equity Management Software Market, 2020 - 2023, USD Million
TABLE 54 Rest of North America Equity Management Software Market, 2024 - 2031, USD Million
TABLE 55 Rest of North America Equity Management Software Market by Enterprise Size, 2020 - 2023, USD Million
TABLE 56 Rest of North America Equity Management Software Market by Enterprise Size, 2024 - 2031, USD Million
TABLE 57 Rest of North America Equity Management Software Market by Type, 2020 - 2023, USD Million
TABLE 58 Rest of North America Equity Management Software Market by Type, 2024 - 2031, USD Million
TABLE 59 Rest of North America Equity Management Software Market by Application, 2020 - 2023, USD Million
TABLE 60 Rest of North America Equity Management Software Market by Application, 2024 - 2031, USD Million
TABLE 61 key information – JPMorgan Chase & Co.
TABLE 62 Key Information – Preqin Ltd.
TABLE 63 Key Information – Eqvista Inc.
TABLE 64 Key Information – Altvia Solutions, LLC
TABLE 65 Key Information – Euronext N.V.
TABLE 66 Key Information – Ledgy AG
TABLE 67 Key Information – DEEP POOL Financial Solutions Limited
TABLE 68 Key Information – eShares, Inc.
TABLE 69 Key Information – Gust, Inc.
TABLE 70 Key Information – Qapita Fintech Pte. Ltd.

List of Figures
FIG 1 Methodology for the research
FIG 2 North America Equity Management Software Market, 2020 - 2031, USD Million
FIG 3 Key Factors Impacting Equity Management Software Market
FIG 4 Porter’s Five Forces Analysis - Equity Management Software
FIG 5 North America Equity Management Software Market share by Enterprise Size, 2023
FIG 6 North America Equity Management Software Market share by Enterprise Size, 2031
FIG 7 North America Equity Management Software Market by Enterprise Size, 2020 - 2031, USD Million
FIG 8 North America Equity Management Software Market share by Type, 2023
FIG 9 North America Equity Management Software Market share by Type, 2031
FIG 10 North America Equity Management Software Market by Type, 2020 - 2031, USD Million
FIG 11 North America Equity Management Software Market share by Application, 2023
FIG 12 North America Equity Management Software Market share by Application, 2031
FIG 13 North America Equity Management Software Market by Application, 2020 - 2031, USD Million
FIG 14 North America Equity Management Software Market share by Country, 2023
FIG 15 North America Equity Management Software Market share by Country, 2031
FIG 16 North America Equity Management Software Market by Country, 2020 - 2031, USD Million
FIG 17 Swot Analysis: JPMorgan Chase & Co.
FIG 18 Swot Analysis: Preqin Ltd.
FIG 19 Swot Analysis: Eqvista Inc.
FIG 20 Swot Analysis: Altvia Solutions, LLC
FIG 21 Swot Analysis: Euronext N.V.
FIG 22 Swot Analysis: Ledgy AG
FIG 23 Swot Analysis: DEEP POOL Financial Solutions Limited
FIG 24 Swot Analysis: eShares, Inc.
FIG 25 Swot Analysis: Gust, Inc.
FIG 26 Swot Analysis: Qapita Fintech Pte. Ltd.