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

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.

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

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