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About Certent

Certent, formerly Equity Administration Solutions, has been making it easier for companies to meet their financial compliance requirements. Certent's user-friendly, web-based technology streamlines equity plan management, financial reporting for ASC718, and financial filings (in XBRL and HTML) with the U.S. SEC. With technology based on in-depth accounting expertise, an open ecosystem of industry partners, and an expert services organization focused on customer success, Certent has helped more than 1,300 companies worldwide innovate their financial compliance processes. On January 7th, 2021, Certent was acquired by insightsoftware. The terms of the transaction were not disclosed.

Headquarters Location

1548 Eureka Road

Roseville, California, 95661,

United States

+1 866 336 3274



Expert Collections containing Certent

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Certent is included in 3 Expert Collections, including Regtech.



1,453 items

Technology that addresses regulatory challenges and facilitates the delivery of compliance requirements. Regulatory technology helps companies and regulators address challenges ranging from compliance (e.g. AML/KYC) automation and improved risk management.


SMB Fintech

1,231 items



8,123 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest Certent News

Equity Management Software Market revenue to reach USD 2 Billion by 2035, says Research Nester

Oct 5, 2023

Prominent equity management software market players include Certent, Inc., Eqvista Inc., KOGER Inc., Vestd Ltd, Capshare Impex Pvt Ltd, eShares, Inc., DBA Carta, Inc., EquityEffect Corporation, Ledgy AG, Gust Equity Management, Capdesk ApS, and Insight software. New York, Oct. 05, 2023 (GLOBE NEWSWIRE) — The global equity management software market size is projected to grow at a CAGR of over ~9% from 2023 to 2035. The market is expected to garner a revenue of USD 2 billion by the end of 2035, up from a revenue of ~USD 600 million in the year 2022.The major factor for the growth is growing equity related activity. For instance, as of June 30, 2022, the total value of private market assets under management (AUM) was about USD 1o trillion. Since 2017, AUM has increased at a rate of around 19 percent every year. As a result, the market is set to grow over the coming years. Request Free Sample Copy of this Report @ Furthermore, growth in the number of businesses all across the world is also projected to influence the market revenue. Globally, there were a total of reportedly about 332 million companies in 2021, which was an uptick from the approximately 327 million enterprises there were in 2019 and 2020. Consequently, the need for equity management software is on the surge. Surge in Number of Real Estate Companies to Boost the Growth of Global Equity Management Software Market There has been a surge in real estate companies all across the world. For instance, in India, there are over than 81,000 real estate companies, while there exist more than 4,29,000 in the US. In order to avoid work operation delays, every asset management in the real estate sector aims to keep costs to a minimum for the company and to make sure that each piece of equipment is available when it is needed. Maintaining track of all the assets connected to each piece of real estate is crucial for maintaining a real estate structure. Therefore, the demand for equity management software is growing. Equity Management Software Market: Regional Overview The market is segmented into five major regions including North America, Europe, Asia Pacific, Latin America, and the Middle East and Africa region. Growing Adoption of IoT to Drive the Market Growth in Asia Pacific The equity management software market in Asia Pacific is estimated to have the notable growth over the forecast period. The major element to drive this growth in this region is growing adoption of IoT. The combined expansion of the mature IoT regions in APAC (such as South Korea, Japan, Australia, and China) and the developing IoT regions in APAC (such as India, Pakistan, Bangladesh, Indonesia, and Thailand) is expected to boost the current market of about 13 billion IoT devices to close to 37 billion by 2030. Hence, the use of IoT is also anticipated to be integrated in equity management software. Make an Inquiry Before Buying this Report @ Rise in Number of Stock Owner to Influence the Market Expansion in North America The market for equity management software in North America is also projected to garner the significant revenue over the coming years. This could be owing to rising number of stick owners. In 2023, the percentages of adults who own stock range from highs of about 83% of those in households earning $100,000 or more and almost eight in ten college graduates and postgraduates to lows of close to 30% of individuals in households making less than $40,000. Equity Management Software, Segmentation by Application Start-Ups

Certent Frequently Asked Questions (FAQ)

  • When was Certent founded?

    Certent was founded in 2002.

  • Where is Certent's headquarters?

    Certent's headquarters is located at 1548 Eureka Road, Roseville.

  • What is Certent's latest funding round?

    Certent's latest funding round is Acquired.

  • How much did Certent raise?

    Certent raised a total of $40.47M.

  • Who are the investors of Certent?

    Investors of Certent include insightsoftware, Bridge Capital Holdings and K1 Capital Management.

  • Who are Certent's competitors?

    Competitors of Certent include Capbase and 4 more.


Compare Certent to Competitors

Carta Logo

Carta focuses on ownership and equity management solutions. The company offers a range of services including equity management, compensation management, and venture capital solutions, which help businesses manage their equity, build their businesses, and invest in future companies. It primarily serves sectors such as investment funds, law firms, and companies in various stages of growth. It was founded in 2012 and is based in San Francisco, California.


Shareworks is a company that focuses on providing workplace financial solutions, operating within the financial services industry. The company offers a range of services including equity plan administration, retirement readiness programs, deferred compensation plan services, and executive services, all designed to help employees achieve their financial goals and companies to grow. The company primarily serves sectors such as private companies, public companies, and strategic partners. It was founded in 1999 and is based in New York, New York.

Pulley Logo

Pulley is an equity management platform for fundraising. The company offers solutions including cap table management, fundraising modeling, crypto and tokens, communications hub, and more. It was founded in 2019 and is based in Oakland, California.

Upstock Logo

Upstock is an equity compensation management platform. It allows company founders to share ownership in their companies. It provides data relating to the value of their stock units by watching their share of the company shift in real time. It was founded in 2019 and is based in Wilmington, Delaware.

Global Shares Logo
Global Shares

Global Shares is a fintech company that operates in the equity management sector. The company provides services for managing employee stock plans, including stock plan administration, global custody, share-dealing, and financial reporting. Its primary customers are startups, tech unicorns, and enterprise brands. It was founded in 2005 and is based in Clonakilty, Ireland. Global Shares operates as a subsidiary of J.P. Morgan.

Ledgy Logo

Ledgy offers an equity management platform for private companies. It provides an investment and valuation overview software platform to manage equity capital and employee participation. Ledgy digitizes the equity management process and ensures clarity for all parties involved. It was founded in 2017 and is based in Zurich, Switzerland.


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