Rating
4.8
24 reviews
Starting price
$5,000
Flat Rate
Categories
4
Founded
2013
Employees
6
EntityKeeper simplifies the way you manage entities, org charts and filing requirements across your organization. Our comprehensive platform enables you to easily access real-time entity and compliance information, customize data fields, manage critical deadlines with notifications, like filing/tax dates, and create in-depth org charts. Additionally, Corporate Services eliminates the need to manually govern entity filings, such as forming an entity, corporate documents for closing and more.
Ad spend / mo
$2K
14 paid keywords
Paid visits / mo
92
Organic keywords
345
Organic visits / mo
366
Authority
19
239 ref domains
Creatives run
10
as Entity Keeper
Active now
5
last 14 days
Advertising since
Nov 2023
2.5+ yrs running
Last seen
yesterday
still active
Running 24 ads on LinkedIn as EntityKeeper - a paid B2B channel, on top of any Google/Capterra spend.
The shared messaging across Entity & Corporate Secretarial Management Software advertisers - the validated angles to copy. See the niche →
(24 reviews)
We regularly use EntityKeeper and recommend it to any organization with complex legal ownership and large stakeholder groups.
Pros: EntityKeeper is the only software I've found that is able to truly deliver on its core competency: legal organizational structure. The tool allows you to quickly visualize ownership structures and prepare custom reports with ease.
Cons: The software can be somewhat slow to load and generate the visual org charts.
Charlie A. · VP of Finance · Accounting · August 5, 2024
The greatest benefit of using EntityKeeper is the fact that I can manage over 100 companies in one software package, manage Org Charts and company data elements in that same application. I will use EntityKeeper until the day I retire!!!
Pros: Ease of use to maintain company Org Chart, ease of use for data entry of individual company elements, tracking ownership changes and more. The fit was perfect, the implementation was initially very time consuming, but once the data was entered, it is very easy to maintain.
Cons: I really have no major issues. I struggle with the $1,800 annual fee, but ALL application companies have learned to charge higher than value and we will still pay because we need the application.
Bob S. · Hey You · Mining & Metals · June 21, 2022
| Category | Page | Rank | Placement |
|---|---|---|---|
| Entity Management | 1 | 2 | Ad |
Domain confidence 99%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
| family office software | $16.87 | 1 | 39.1% | www.entitykeeper.com/lp/family-offices |
| entity software | $42.67 | 1 | 14.5% | www.entitykeeper.com/lp/entity-management |
| best family office software | $20.64 | 1 | 14.0% | www.entitykeeper.com/lp/family-offices |
| best family office accounting software | $24.64 | 1 | 9.7% | www.entitykeeper.com/lp/family-offices |
| llc management | $17.96 | 1 | 9.1% | www.entitykeeper.com/lp/entity-management |
| family office platform | $13.76 | 1 | 7.0% | www.entitykeeper.com/lp/family-offices |
| family office investment management software | $26.52 | 1 | 3.0% | www.entitykeeper.com/lp/family-offices |
| comprehensive family office management platforms | $0.00 | 1 | 0.0% | www.entitykeeper.com/lp/family-offices |
| family offices software | $16.87 | 6 | 0.0% | www.entitykeeper.com/lp/family-offices |
| family office aggregation | $0.00 | 1 | 0.0% | www.entitykeeper.com/lp/family-offices |
Family Office Entity Software
Visualize Ownership Structure — Avoid costly errors that arise from manual entity record keeping. Demo EntityKeeper® today. Eliminate spreadsheets & track entities for your family office. See the complete picture. Get Pricing.
https://www.entitykeeper.com › family-office › mgmt-software
Corporate Entity Software
Entity Governance & Compliance — Easily manage & visualize your entity information. Streamline processes and stay secure. Simplify...
https://www.entitykeeper.com › entity › management
Family Office Asset Tool - Family Office Entity Software
Eliminate spreadsheets & track entities for your family office. See the complete picture
https://www.entitykeeper.com › family-office › mgmt-software
Family Office Asset Tool
Manage Family Office Entities — Eliminate spreadsheets & track entities for your family office. See the complete picture. Simplify family office entity management and ensure compliance. Have your source of truth. Secure Platform.
https://www.entitykeeper.com › family-office › mgmt-software
Family Office Entity Software - Family Office Asset Tool
Eliminate spreadsheets & track entities for your family office. See the complete picture. Get Pricing.
https://www.entitykeeper.com › family-office › mgmt-software
Pros: Reporting Function is easy and makes a unified vision simple
Cons: The document upload feature is horrible - you need to allow the users to rename the documents we are uploading and to organize them within subfolders. Also get rid of the underscores - it's not the 1990's anymore. Also we need to be able to send docs to others from within your program
Craog S. · Legal Counsel · International Affairs · June 14, 2022
Pros: From the initial rollout EK has been the solution we were looking for. The customer service is incredible and every question has been answered quickly. We have been able to centralize our entity management and ensure that we are maintaining compliance across the board. We have added on Registered Agent services to further centralize our governance needs. Adding services is simple and easy. EK is worth the investment of both time and money because once it is set up it will make your life 10x easier.
Cons: So far I haven't had any issues with EK or found them to be missing a functionality we are looking for.
Camille S. · Associate Attorney · Facilities Services · March 3, 2022
EntityKeeper is a critically important component in tracking and managing our clients corporate information and compliance deadlines. Our clients group structures range from 20 entities up to 2,500! We rely on the system to ensure our clients' information and documents stay accurate and up to date.
Pros: In our business, the systems ease in use and ability to manage our clients' corporate data and documents is the most critical element. Integration with our existing business processes was extremely easy during the transition and onboarding phase.
Cons: It would be useful to have hard coded dates for our compliance function in tracking annual compliance matters, rather than manually adding the compliance deadlines.
Michael H. · Vice President · Legal Services · March 2, 2022
Pros: Very simple to use and intuitive for the right price
Cons: that I can't download many files at once.
Anonymous User · Director of Investments · Real Estate · February 23, 2022
So far, I've had nothing but a positive experience.
Pros: This product is easy to use and simple to place an order. I also really like being able to pay for the service with a credit card at order completion instead of waiting for an invoice to process.
Cons: I would like a few more product items available, which I assume are already in the works.
Sarah M. · Senior Client Relations Manager · Legal Services · February 22, 2022
Pros: Easily helps keep track of annual filing due dates so nothing falls through the cracks.
Cons: The permission and search features. It would be helpful if we can search by custom fields we created.
Estee S. · . · Real Estate · February 3, 2022
Overall a very positive experience with Entity Keeper.
Pros: Love the Entity Management dashboard. The added features in Jurisdictions are great too! Really helps keep track of filing deadlines and important dates and documents.
Cons: I'd like to be able to file the annual report from right within the program, if the different states would allow it.
Lisa B. · Director of Property Management · Real Estate · December 1, 2021
Pros: The product is extremely easy to use and has made my life much easier by allowing for one place to store a lot of complicated information!
Cons: As I have not been using the software for an extended period of time, at this time there is nothing I like least about it.
Jessica C. · General Counsel · Investment Management · November 9, 2021
Pros: EntityKeeper is key in streamlining our company's entity management processes. We have improved compliance by having all of our documents centralized.
Cons: I haven't come across any cons. The software is user-friendly and intuitive.
Stacey H. · Controller · Real Estate · August 16, 2021
Pros: Easily reference and access key legal, banking and formation information. The launching of EK Services will provide key annual filing requirement support and processing services.
Cons: Entity Keeper continues to improve the user experience. The addition of EK Services will provide even more key services.
Donna D. · Controller · Real Estate · August 12, 2021
One database for all things entities is my favorite part. No more searching in different places or asking someone for data.
Pros: Extremely easy to use. Somewhat customizable.
Cons: Could add a Manager tab and authorized shares/units option.
Chrissy H. · Executive Assistant · Farming · June 23, 2021
Pros: That we were able to import the ownership was far and away the best part about the software. The import template is what I use whenever I need to look something up, rather then going into the software.
Cons: The software is one where it's better if you have a limited amount of entities (25 or less) that don't have complex ownership. I also think being able to customize the entity boxes more would make the print screen views much more friendly. Lastly, it needs to be able to show entity types easier (boxes, triangles, circles, etc.) instead of just having them all be a box and then having to color code and set up a legend.
Jake T. · Sr Tax Analyst · Farming · June 7, 2021
Pros: The ability to generate ownership charts for any entity if all input correctly is the most beneficial for our organization. We have hundreds of entities across our portfolio of projects and EntityKeeper allows us to track them and understand structure quickly for any project.
Cons: The input time if not using it from the start is significant. That's a product of our organization not using it from the start. We could use it as a replacement for CSC with work on certain functionalities as to notifications and reminders.
Nicklaus M. · In-House Counsel · Real Estate · May 13, 2021
It has been amazing.
Pros: To be able to search all my entities in one place.
Cons: It would be helpful to be able to find entitles by state of incorporation.
Miriam R. · Accounts Payable · Real Estate · May 13, 2021
Basically I think it's a great tool and have had a positive overall experience.
Pros: It's great that all entities are in one place. When someone from my organization needs any information about an entity I can quickly open EntityKeeper and provide an immediate response.
Cons: Recently I received an email stating that we could upload multiple documents at one time but I am not able to use that function. Also had difficulty just doing an excel spreadsheet of all entities.
Deboraha M. · Corporate Paralegal · Real Estate · April 16, 2020
EntityKeeper has been very helpful in organizing our entity documents and helping to remove processes that I had to complete manually. It’s a terrific central location for document management and tracking of our entity structures. Their customer support is great and very responsive to any questions or help I have needed. Overall, EntityKeeper has really helped streamline processes across our company while giving me a better solution for managing our entities.
Pros: : I really like how EntityKeeper offered all of the features we needed at an affordable price. The software is easy to use, and we were able to implement it into our company quickly. When we need to share or access entity information, we can easily do that from EntityKeeper instead of our “old system” that caused me more work and ate up a lot of my time. Organization is key for me, so even though I had a system in place for everything, I was able to migrate that over to EntityKeeper and access my documents quicker. Having one location for all of our entity documents, making sure all of our employees are accessing the correct information and setting custom notifications of filing dates has been awesome.
Cons: $8a
Martha Z. · Executive Assistant · Warehousing · January 9, 2020
EntityKeeper helps my team quickly access and organize our complex entity structures in one simple tool. It was easy to get started and the customer service team is great. It works very well for our entire organization and gives employees access to important documents in and out of the office. We find it useful to have all of our entity information located in one place so that employees in multiple offices have access to documents in a secure location.
Pros: We have found EntityKeeper to be extremely easy to use and navigate. The unlimited document storage, custom notifications, and reports were exactly what our team needed. By integrating EntityKeeper across multiple departments, we eliminated many manual processes and create a cost-effective approach to important administrative tasks. The customer service team is quick to answers questions or requests and they helped us get our account setup quickly.
Cons: No concerns. The software meets our needs.
Dawn H. · Director of Asset Management · Commercial Real Estate · December 6, 2019
Pros: Get organized fast and out of spreadsheets.
Cons: Parts of UI need to be updated, but the tool’s software functions exactly as needed to manage complex entity structures and filing requirements.
Daniel D. · Principal · Computer Software · November 21, 2019
Our goal at our company is to be able to access information from outside the office, and this is working very well.
Pros: It is very easy to input data and to access information.
Cons: We have so many entities that our charts have to be in very small print to get on a page.
Emmie L. · Administrative Assistant · Real Estate · November 13, 2019
We've been slow to incorporate, but the outlook is promising
Pros: The ease of use for newcomers in entity management. As a veteran user of the the high end entity management applications, EntityKeeper fills that nitch witch most privately held enterprises need to keep track of the businesses. EntityKeeper ease of use is great in its simplicity and design, combined with the responsive customer support, makes the introduction painless
Cons: Wish users could customize ("add") the data field ourselves, and design the report writing as the user deems necessary
Francisco V. · Governance Analyst · Market Research · November 13, 2019
I foresaw that Entity Keeper would be a good compliance calendaring system for the many entities that I manage across a broad group of clients, but I'm not yet convinced its a tool I will continue using. I would like to see some changes that will benefit a corporate law practice.
Pros: I like have a repository of my clients information and the ability to calendar events and get email notifications of those events. The cost is also reasonable.
Cons: $8b
Stephanie S. · President & Paralegal · Legal Services · November 12, 2019
I was a new employee that needed to learn all of the legal entities for the firm and create work charts. This software for instrumental in getting the information to accomplish that task.
Pros: I really like the way all the legal documentation and information for a legal entity can be placed in one location and linked to the multiple levels in the legal structure.
Cons: The ease to change your search is not user friendly. You must return to the home screen to place in the new search. It would be helpful to have the search feature available at any point in the screens.
Angie O. · Acct Mgr · Real Estate · November 12, 2019
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| Org Chart | 1 | 7 | Ad |
| Legal Document Management | 3 | 26 | - |