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Equify Promo Code

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Equify

Shareholding management solution

4.8 (5 reviews)

New generation equity and shareholders management tool

General information about Equify

Equify smartly centralizes all the legal and financial information of your shareholders, streamlining the process of equity management. With Equify, you can take back control and ensure that your company's equity is managed efficiently and effectively. 


Equify is on a mission to revolutionize how European enterprises manage equity and stockholders. In a world that is increasingly digital, it is surprising that many organizations still rely on outdated methods such as paper and Excel files to manage equity. This not only wastes time and energy, but it is also profoundly inefficient. Equify aims to provide a better alternative by building a robust equity management platform from scratch.


Equify’s goal is to become the industry standard, the go-to tool for CFOs and finance professionals to tackle their legal paperwork burden. Equify understands that managing equity can be a complex and time-consuming process but it makes it easy, efficient, and transparent. Through the power of technology, elegant design, and world-class customer support, the software enables companies to digitize their equity management processes and streamline their operations.


At Secret, we understand the challenges that entrepreneurs face when starting and scaling their businesses. That's why we've created a marketplace that provides access to amazing SaaS deals, unique content, and a network of experts. By using Secret, you can find great deals on the best SaaS solutions, including equity management platforms like Equify.

View our promotions on tools similar to Equify in the Accounting category.
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Secret's take about Equify

Streamline equity management with Equify - The smart solution! 🚀

What is Equify?

Equify is a revolutionary platform that smartly centralizes all legal and financial information of your shareholders, making equity management a breeze. Regain control and ensure your company's equity is handled efficiently and effectively 💼

Our opinion about Equify:

Equify is a game-changer for European enterprises seeking to modernize equity management. By replacing outdated methods with a robust digital platform, Equify streamlines operations and empowers finance professionals 📈

Equify Pricing:

Equify offers flexible pricing plans to cater to businesses of all sizes 💰

Best Equify alternatives:

Top alternatives to Equify’s equity management software include Carta and Capdesk. Discover great offers for these types of tools and more on Secret to start saving! 🔍

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Mary O'Brien

Customer Success Manager

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What is Equify used for?

Equify is a game-changer for small businesses, offering a centralized platform for managing legal and financial shareholder information. It eliminates the need for outdated, inefficient methods like paper records or Excel sheets, saving time and resources. For instance, a start-up can easily track and manage its equity distribution among various investors, ensuring transparency and accuracy. Equify's user-friendly design and top-notch customer support make equity management a breeze. Plus, through platforms like Secret, small businesses can access Equify at discounted rates, making it an affordable solution for efficient equity management.

Equify features

  • Instant insights

    Equify provides instant and comprehensive reports on your company's financial health, allowing you to make informed decisions quickly.

  • Streamlined invoicing

    Equify helps you send professional invoices to customers and clients with just a few clicks, saving you valuable time.

  • Simple payroll management

    Equify lets you manage your payroll with ease, making sure your employees are paid accurately and on time.

  • Intuitive budgeting

    Equify's budgeting feature helps you plan and manage your finances like a pro, ensuring your business stays on track and within budget.

  • Expert advice & support

    Equify offers expert advice from seasoned financial professionals who are available 24/7 to help you navigate any financial challenges that come up.

  • Bank-level security

    Equify uses bank-level security to ensure that your financial information is always protected, giving you peace of mind.

  • Effortless expense tracking

    With Equify, you can easily track your expenses from anywhere, anytime, eliminating the need for tedious Excel sheets or paper receipts.

  • Real-time data syncing

    With Equify, all your financial information is synced automatically in real-time across all your devices, making it easy to stay on top of your finances.

5 Equify reviews

4.8 (5 reviews)
  • Nicole Johnson

    Jason Tops in Equify!

    Jason was extremely supportive during the entire process. It genuinely seemed like he was concerned for my benefit, and I couldn't be more pleased to have him. He made the process seamless, while also clearly communicating to me exactly what I wanted and needed to know.

    May 6, 2024

  • Jack G

    Awesome Experience!!!

    I am very satisfied with how Jason runs Equify, presenting all necessary details without any sales pitch, allowing for quick decision making. He keeps me updated on the status through weekly calls and text updates. His experience with other lenders is beneficial as he provides insights on whether they are offering their best deals. For instance, he informed me about the increase in the jumbo loan limit in January, something my current lender failed to do. He pointed out that by reducing the principal by less than $5K, I could get a lower rate for a conforming loan. I am grateful for his help.

    April 27, 2024

  • Jose C

    Responsive and Helpful: Equify's Exceptional Customer Service

    The customer service team at Equify is responsive and helpful, always ready to assist with any issues or queries

    April 20, 2024

  • Oriana

    Jason was key in my refinance with Equify

    Jason played a crucial role in my refinancing process from beginning to end. Despite my employment being affected by the Covid pandemic, we managed to complete my refinance thanks to Jason's guidance. It required several attempts, but Jason delivered as promised, saving me over $1, on my monthly mortgage which has been a great help. He was honest and transparent throughout the process. There were moments when it seemed like we wouldn't get approved, but he persisted and made it happen. I wholeheartedly recommend Jason to anyone in need of a mortgage broker.

    April 15, 2024

Why is Equify better than other Accounting software?

Equify is better at customer service than SAP Concur: 4.6 vs 4.0

Equify is easy to use compared to SAP Concur: 4.5 vs 4.0

Equify is better at customer support than QuickBooks Desktop Pro: 4.6 vs 4.0

Equify is better at value for money than QuickBooks Desktop Pro: 4.4 vs 4.2

Equify is better at support than Wave Accounting: 4.6 vs 4.0

Equify is better at customer service than Expensify: 4.6 vs 4.0

Equify pricing plans are more competitive than Expensify: 4.4 vs 4.2

Equify is better at support than Happay: 4.6 vs 4.5

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