Why Certent
Built for the whole equity journey
Most equity tools work until the business outgrows them. Certent covers the full lifecycle in one system, from early funding through IPO and beyond, no broker lock-in.
The difference
What makes Certent stand out
Grows with you, no starting over
From startup to Fortune 500, private to public or public to private, Certent scales at every stage with no migration, rebuild, or platform change. The system that works at Series A is the same one that files your first 10-K.
No broker lock-in
Certent works with any broker and is not itself a broker. Your equity data stays yours, your broker stays your choice, and neither one changes when the other does.
Software or full service
Run Certent yourself, or hand the plan to our Certified Equity Professionals. Both run on one system, so moving between them is a business decision, not a re-implementation.
The hard parts of equity are already handled
Beneath the everyday workflows sits the depth equity work eventually needs: a sandbox to test a stock split before it's real, peer-group volatility for Black-Scholes fair value, ESPP, Section 16 filing to the SEC, and payroll, HRIS, and broker connectors. It's there the day you need it.
Roles
Equity management built for every role
Audit-ready reportingCFO
Accurate, audit-ready reporting across SEC, FASB, IFRS, and ASC 718, maintained automatically, so funding rounds and audits are never a scramble.
Self-service portalCHRO
Manage equity across growing teams and shifting ownership, with a portal that gives employees transparency and takes routine work off the team.
Automated administrationStock administrator
Automate grants, vesting, and settlement in one system, with audit trails kept current and fewer participant questions landing on your desk.
BrokerWhite-label platform
Deliver equity management under your own brand, from a provider that is not a broker. You keep the relationship; Certent runs the platform underneath.
Cap table managementCorporate secretary
One accurate ownership record, Section 16 filings direct to the SEC, and board-ready reports on demand, so diligence never starts with a rebuild.
Two-way payroll syncPayroll manager
A two-way payroll and HRIS connection keeps tax, withholding, and jurisdiction in sync, with mobility tracked so taxes land in the right place.
Why equity teams choose Certent
Record large amounts of historical data
Certent keeps the cap table accurate and allows me to provide accurate ownership information to the management team and shareholders quickly
Support during busy reporting periods
Customer support was great through this last proxy season.
20+
year administering equity plans
From cap table management through IPO and public company reporting, Certent covers the full equity lifecycle in one system, with no migration as you grow.
1,500+
corporate clients served
Companies and brokers alike run their equity on Certent. Together they trust us with more than 1 million equity plan participants.
15+
award types supported
From cap table management through IPO and public company reporting, Certent covers the full equity lifecycle in one system, with no migration as you grow.
Guidance for equity & finance teams
Practical guides on equity administration, compliance, and reporting for the finance and HR teams who own equity plans alongside everything else.
Brochure
Equity Compensation Management for Private Companies
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Brochure
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