EntityKeeper
EntityKeeper is a cloud-based entity management SaaS platform founded in 2013 that helps organizations manage multiple legal entities, automate org charts, store legal documents, and track compliance. It serves enterprises across commercial real estate, investment management, cannabis, agriculture, and corporate legal functions.
- Company typePrivate
- Founded2013
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What EntityKeeper does
EntityKeeper is a cloud-based entity management SaaS platform founded in 2013 by Rob Finlay and headquartered in Charlotte, NC. The company serves organizations managing multiple legal entities, providing a centralized platform for entity records, automated org chart generation, legal document management, ownership and capitalization table tracking, notifications and task management, user and entity-level permissions, and compliance deadline monitoring. The platform is built on AWS infrastructure with 256-bit SSL encryption in transit, AES 256-bit encryption at rest, and is SOC 2 Type II certified as of 2024.
EntityKeeper operates as a subsidiary of Thirty Capital, having joined the portfolio in 2019, and has expanded from a pure SaaS offering into a hybrid SaaS plus services model. Beyond the software platform, the company delivers corporate services including registered agent representation, state and cross-jurisdiction filings, UCC services, Corporate Transparency Act (CTA) compliance and beneficial ownership reporting, document retrieval, name availability research, and corporate kits. Revenue is generated through tiered subscriptions (Corporate, Enterprise, Platinum) with monthly or annual billing and onboarding fees, supplemented by per-order fees for corporate services. Pricing is not publicly disclosed and is gated behind demo requests.
The company's go-to-market is enterprise field sales, targeting organizations managing 20 to 2,500+ entities across commercial real estate, investment management, cannabis, agriculture, and corporate legal and compliance departments. Distribution combines direct enterprise sales with self-service ordering of corporate services inside the platform. Named customers include Harvest Health & Recreation, Standlee Premium Western Forage, The Stone Group, Brikwell, and a logo roster that includes Gaedeke Group, GTIS Partners, Nixon Peabody, and Moore Van Allen.
EntityKeeper firmographics
Firmographics- Name
- EntityKeeper
- Legal name
- Entity Keeper, LLC
- Website
- https://entitykeeper.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- EntityKeeper is a cloud-based entity management SaaS platform founded in 2013 that helps organizations manage multiple legal entities, automate org charts, store legal documents, and track compliance. It serves enterprises across commercial real estate, investment management, cannabis, agriculture, and corporate legal functions.
- Ownership category
- akta.pro rank
EntityKeeper industry classification
Industry- Product category
- Entity Management Software
- NAICS
- Software Publishers (5132), Legal Services (5411)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Legal Services (8111)
- akta.pro primary industry
- Corporate Governance, Entity Management & Board Management (BPAEAPAL)
Keywords
Where EntityKeeper is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
EntityKeeper business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription (Platform): Monthly or annual subscription-based access to the EntityKeeper platform with tiered pricing based on features and entity limits. Monthly billing includes onboarding fee equal to 2x monthly platform fee; annual billing includes onboarding fee equal to 1/6 of annual platform fee. Unlimited document storage included in all plans.
- Corporate Services: Add-on services including registered agent services, filing services, UCC services, CTA compliance services, document retrieval, name services, and corporate kit services. Billed per order placed through the platform. These services are fulfilled by EntityKeeper or third-party contracted providers.
- Full-Service EntityKeeper: Comprehensive hands-off service for corporate filings, annual reports, and registered agent services providing automated experience with peace of mind for ongoing compliance
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Enterprise and Platinum tier subscriptions offer advanced features including entity permissions, custom fields, and priority support |
| Subscription | Annual | Annual subscription with reduced per-month cost compared to monthly billing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
EntityKeeper product offering
Product offeringCore offering
EntityKeeper provides a cloud-based SaaS platform for managing multiple legal entities, including centralized entity records, automated org chart building, legal document management, ownership and capitalization table tracking, compliance deadline notifications, and granular user/entity permissions. The platform is bundled with integrated corporate services such as registered agent, multi-jurisdiction filing, Corporate Transparency Act (CTA) compliance, UCC search and filing, name availability, document retrieval, and corporate kit services that can be ordered directly inside the product. It is sold to organizations managing 20 to 2,500+ legal entities across commercial real estate, investment management, legal, cannabis, agriculture, and other verticals.
Product overview
EntityKeeper is an entity management platform offering a unified software-plus-services solution. The core platform provides entity management, org chart building, legal document management, ownership structures, notifications and tasks, user/entity permissions, reporting, and security features. These are complemented by an integrated suite of corporate services including Full Service, Registered Agent Services, Filing Services, Corporate Transparency Act Services, UCC Services, Name Services, Document Retrieval, and Corporate Kit—all accessible and trackable within the same platform. The platform is designed for organizations managing multiple legal entities across jurisdictions, offering unlimited document storage and automated compliance tracking.
Differentiator
Problem solved
Functional benefit
Products and services
- EntityKeeper Platform Cloud-based SaaS platform providing centralized entity management with modules for automated org chart building, legal document management with version history, ownership structure visualization with direct, indirect, and percentage ownership, capitalization table management, automated filing deadline notifications and tasks, granular user and entity-level permissions, reporting with Excel and PDF export, and SOC 2 Type II certified security with 256-bit SSL and AES 256-bit encryption. Sold on tiered Corporate, Enterprise, and Platinum subscriptions with monthly or annual billing. Targeted at organizations managing 20 to 2,500+ legal entities across multiple jurisdictions.
- Full Service Comprehensive hands-off managed service in which EntityKeeper's team of experts handles corporate filings, annual reports, and registered agent services on behalf of the customer, providing an automated, end-to-end experience for ongoing compliance.
- Registered Agent Services Registered agent service across jurisdictions in which EntityKeeper acts as the official point of contact to keep entities compliant and in good standing with the Secretary of State. Available as a per-order service inside the EntityKeeper platform.
- Filing Services Filing services for entities operating across state lines or non-U.S. jurisdictions, requiring location-specific filing requirements and deadlines, with average 30-40% cost savings versus competitors.
- Corporate Transparency Act Services Corporate Transparency Act compliance services including filing beneficial ownership reports on behalf of clients and conducting required information audits for entities subject to the Corporate Transparency Act.
- UCC Services Uniform Commercial Code services including UCC searches, filings, and amendments across extensive regulations and jurisdiction requirements.
- Name Services Business name research and verification services to ensure required name research is conducted before business formation or changes, avoiding administrative rework.
- Document Retrieval Service for obtaining critical documents such as good standing certificates and certified charter documents from appropriate government branches.
- Corporate Kit Comprehensive document kit serving as the source of truth for critical corporate documents including licenses, resolutions, formations, and related materials.
Quantifiable outcome
- 30-40% reduction in corporate filing costs compared to competitors
- +3 more outcomes
Companies that use EntityKeeper
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
EntityKeeper technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
EntityKeeper partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Thirty CapitalcoreEntityKeeper joined the Thirty Capital portfolio in 2019 to expand its reach, drive further innovation, tap into industry expertise, and diversify offerings. Thirty Capital provides operational support, resources, and strategic direction for the EntityKeeper platform.
Scale indicators12 records
Recent moves10 records
Expansion highlights5 records
EntityKeeper competitors and assessment
Company assessmentBroad incumbents
- Workiva: Workiva is a cloud platform for SEC reporting, audit, ESG, and governance, risk, and compliance (GRC) workflows. It addresses adjacent governance, compliance, and entity-related reporting needs for large enterprises and competes for legal and finance team budget alongside EntityKeeper.
- Corporation Service Company (CSC): CSC is a global incumbent in registered agent, entity management, compliance, and corporate services. It overlaps directly with EntityKeeper's registered agent, filing, and entity governance offerings but operates at far greater scale, with established enterprise customers and broader international jurisdictional coverage.
- Wolters Kluwer (CT Corporation / OneSumX for Legal Entity Management): Wolters Kluwer offers legal entity management solutions (OneSumX) and CT Corporation corporate services, targeting legal and compliance teams at large enterprises. It is a broad incumbent competing with EntityKeeper across both entity management software and registered agent/filing services.
- TMF Group: TMF Group is a global provider of corporate services including entity formation, registered agent, accounting, and compliance. It competes with EntityKeeper's corporate services arm and competes for multi-jurisdiction entity management mandates, particularly with multinational clients.
Emerging players
- Vantage: Vantage is an emerging entity management and corporate governance SaaS platform targeting in-house legal teams. It is comparable to EntityKeeper on entity management, org chart, and compliance use cases and represents a newer entrant in the same category.
- Capdesk: Capdesk is a cap table and equity management platform serving startups and scale-ups. It overlaps with EntityKeeper's ownership structures and cap table functionality but targets earlier-stage companies and does not offer the broader entity management or corporate services suite.
- Eqvista: Eqvista provides cap table management, 409A valuations, and equity administration for private companies. It is comparable to EntityKeeper's ownership/cap table feature set and serves similar SMB and mid-market customers, though with a more equity-focused rather than multi-entity governance orientation.
- LegalZoom: LegalZoom offers business formation, registered agent, and compliance services for SMBs, competing with EntityKeeper's corporate services arm (formation, registered agent, filings) at the lower end of the market. It does not, however, offer a comparable full entity management SaaS platform.
Direct peers
- Diligent: Diligent (formerly Diligent Entities, Blueprint, and Galvanize) is a leading SaaS provider of entity management, board management, and governance software. It is the most direct head-to-head competitor to EntityKeeper in the entity governance market, serving enterprise and mid-market customers with similar org chart, ownership, and compliance tracking capabilities.
- Athennian: Athennian is a cloud-based entity management and corporate secretarial SaaS platform serving legal, tax, and finance teams. It competes directly with EntityKeeper on multi-jurisdiction entity management, ownership visualization, cap tables, and compliance workflows, with a comparable modern UX and SMB-to-enterprise positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
EntityKeeper social profiles
Digital presenceEntityKeeper compliance and trust
Trust signalCompliance1 record
EntityKeeper financial estimates
Financial estimateRevenue estimate
Valuation estimate
EntityKeeper leadership team
Management profileNumber of profiles
Profiles11 records
EntityKeeper funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EntityKeeper M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EntityKeeper
What does EntityKeeper do?
EntityKeeper provides a cloud-based SaaS platform for managing multiple legal entities, including centralized entity records, automated org chart building, legal document management, ownership and capitalization table tracking, compliance deadline notifications, and granular user/entity permissions. The platform is bundled with integrated corporate services such as registered agent, multi-jurisdiction filing, Corporate Transparency Act (CTA) compliance, UCC search and filing, name availability, document retrieval, and corporate kit services that can be ordered directly inside the product. It is sold to organizations managing 20 to 2,500+ legal entities across commercial real estate, investment management, legal, cannabis, agriculture, and other verticals.
Is EntityKeeper a public or private company?
EntityKeeper is a private company. It is classified as corporate owned and is currently operating.
When was EntityKeeper founded?
EntityKeeper was founded in 2013. It employs 11 to 50 people.
Where is EntityKeeper based?
EntityKeeper is headquartered in Charlotte, United States, in the North America region.
How does EntityKeeper make money?
Three revenue lines are on record. Software Subscription (Platform) is the primary driver. The others are corporate Services and full-Service EntityKeeper.
Who are EntityKeeper's main competitors?
Broad incumbents on record are Workiva, Corporation Service Company (CSC), Wolters Kluwer (CT Corporation / OneSumX for Legal Entity Management) and TMF Group. Emerging players are Vantage, Capdesk, Eqvista and LegalZoom. Direct peers are Diligent and Athennian.
Does EntityKeeper have an API?
No public API is recorded for EntityKeeper.
What industry is EntityKeeper in?
EntityKeeper's product category is Entity Management Software. Its primary akta.pro industry code is BPAEAPAL, Corporate Governance, Entity Management & Board Management. Its NAICS code is 5132 and its SIC code is 7370.