G2 Vendor Directory

EquityList vs. Shareworks by Morgan Stanley

A side-by-side comparison based on G2 review data.

MetricEquityList

by EquityList

Shareworks by Morgan Stanley

by Morgan Stanley Smith Barney

Overall rating4.73.8
Review count11732
Ease of use9.27.9
Ease of setup9.18.0
Quality of support9.68.7
Meets requirements9.18.4
NPS82.90598318.75
Small Business52.6%21.9%
Mid-Market43.1%40.6%
Enterprise4.3%37.5%
Total page views563336
Total LLM citations1,0503,060

EquityList

EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits.

Pros

  • Ease of Use
  • Dashboard Visualization
  • Equity Management
  • User Interface
  • Features
  • Team Helpfulness

Shareworks by Morgan Stanley

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compensation strategy planning tools.

Pros