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EntityKeeper
Charlotte, North Carolina, United States
What it is
EntityKeeper is entity management and compliance software that centralizes entity records, documents, ownership information, deadlines, and filings. Records can include jurisdictions, registered agents, ownership stakes, bank accounts, key dates, officers, directors, insurance, loans, authorized signers, and beneficial owners. The platform tracks ownership structures, cap tables, and UBO data, and can create organizational charts. Documents are grouped by entity, searchable by name or tag, and can link to files in Box, Dropbox, Google Drive, OneDrive, or SharePoint. Users can configure reports from entity, ownership, and task data and download them as PDFs. Deadline reminders and tasks can be assigned to named team members, with alerts before due dates. EntityKeeper describes its security as SOC 2 attested and lists encryption, backups, vulnerability scans, role controls, SAML SSO, and audit trails. Web and mobile access are listed. Monthly Corporate pricing is $465 per month for up to 100 entities; plans include unlimited user licenses. There is no free plan or trial.
For and against
For
- Tracks entity records, ownership structures, and UBO data
- Searches entity documents by name or tag
- Assigns deadline tasks and sends advance alerts
- Includes unlimited user licenses on plans
Against
- No free plan or free trial
- Corporate monthly plan costs $465 per month
- Monthly Corporate plan covers up to 100 entities
- Monthly plans have a one-time implementation fee
The verdict
EntityKeeper brings entity data, documents, reporting, and deadline workflows into one system for teams managing multiple entities. Its entity-count tiers and implementation fee are relevant when evaluating the paid plans.
Who it suits
EntityKeeper is aimed at legal, finance and accounting, and operations teams managing many entities, including teams in commercial real estate and investment organizations.
Plans and prices
Full-service EntityKeeper
Available to annual subscribers · two-week setup after providing full data set
Read 4 Oct 2026 · entitykeeper.com
Corporate (monthly)
Up to 100 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription
Read 4 Oct 2026 · entitykeeper.com
Enterprise (monthly)
Up to 200 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription
Read 4 Oct 2026 · entitykeeper.com
Corporate (annual)
Up to 100 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription
Read 4 Oct 2026 · entitykeeper.com
Enterprise (annual)
Up to 200 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription
Read 4 Oct 2026 · entitykeeper.com
Platinum
200+ entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription
Read 4 Oct 2026 · entitykeeper.com
On the record
- Cloud access
- EntityKeeper describes its platform as web-based and accessible from any device.entitykeeper.com · read 4 Oct 2026
- Company
- EntityKeeper says it was created in 2013 by Rob Finlay, is located in Charlotte, North Carolina, and is a Thirty Capital company.entitykeeper.com · read 4 Oct 2026
- Deadline workflows
- Users can set reminders and tasks for entities, assign them to named team members, and receive alerts before deadlines.entitykeeper.com · read 4 Oct 2026
- Documents
- Documents are organized by entity and searchable by name or tag, and the product can link to Box, Dropbox, Google Drive, OneDrive, or SharePoint files.entitykeeper.com · read 4 Oct 2026
- Encryption and access
- The company says data is encrypted in transit and at rest with 256-bit AES and the platform supports SAML SSO, granular roles, and exportable audit trails.entitykeeper.com · read 4 Oct 2026
- Entity records
- Entity records can include jurisdictions, registered agents, ownership stakes, bank accounts, key dates, officers, directors, custom fields, insurance, loans, authorized signers, and beneficial owners.entitykeeper.com · read 4 Oct 2026
- Integrations
- The pricing page lists integrations with Box, Dropbox, Google, OneDrive, and LobbyCRE.entitykeeper.com · read 4 Oct 2026
- Limits and support
- Plans are differentiated by entity count, include unlimited user licenses, and include onboarding, training, an integrated help center, and customer support.entitykeeper.com · read 4 Oct 2026
- Mobile
- The pricing page lists web and mobile access, and the Terms say use may be available through a compatible mobile device and may require downloading a mobile application.entitykeeper.com · read 4 Oct 2026
- Ownership
- The platform tracks ownership structures, beneficial ownership, cap tables, and UBO data and can build organizational charts.entitykeeper.com · read 4 Oct 2026
- Purpose
- EntityKeeper is entity management and compliance software that centralizes entity records, documents, deadlines, and filings.entitykeeper.com · read 4 Oct 2026
- Reporting
- Reports draw on managed entity, ownership, and task data, can be configured by selected fields, and can be downloaded as PDFs.entitykeeper.com · read 4 Oct 2026
- Security
- The company describes the platform as SOC 2 attested, with encryption in transit, automatic backups, vulnerability scans, and a secure development lifecycle.entitykeeper.com · read 4 Oct 2026
- Who it serves
- EntityKeeper says it is built for legal, finance and accounting, and operations teams managing many entities, often in commercial real estate and investment organizations.entitykeeper.com · read 4 Oct 2026
