EntityKeeper
EntityKeeper is entity management and compliance software that brings entity records, documents, deadlines, and filings into one platform.
What EntityKeeper is
EntityKeeper is entity management and compliance software that brings entity records, documents, deadlines, and filings into one platform. Records can cover jurisdictions, registered agents, ownership, accounts, key dates, officers, directors, insurance, loans, signers, and beneficial owners. It tracks ownership structures, cap tables, and UBO data, and can create organizational charts. Documents are organized by entity and searchable by name or tag; files can also be linked from 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 sent before due dates. The company describes the platform as SOC 2 attested, with encryption, backups, vulnerability scans, role controls, SAML SSO, and exportable audit trails. EntityKeeper serves legal, finance and accounting, and operations teams managing many entities. Web and mobile access are listed, and plans include unlimited users.
Good
- Centralizes entity records, documents, and deadlines.
- Tracks ownership structures and UBO data.
- Deadline tasks can be assigned to team members.
- Plans include unlimited user licenses.
- Supports SAML SSO and exportable audit trails.
Watch out
- No free plan or free trial.
- Corporate monthly is $465 a month.
- Monthly Corporate covers up to 100 entities.
- Implementation fee applies to listed Corporate and Enterprise plans.
Who it suits
It suits legal, finance and accounting, and operations teams managing multiple entities, particularly in commercial real estate and investment organizations.
Verdict
EntityKeeper combines entity records, ownership tracking, document organization, and deadline workflows for teams overseeing multiple entities. Check entity limits and implementation fees when comparing its paid plans.
Plans and prices
From EntityKeeper's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Full-service EntityKeeper | $50 a year | Available to annual subscribers · two-week setup after providing full data set · $50 per entity, per year, excluding state and filing fees |
| Corporate (monthly) | $465 a month | Up to 100 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription · $465 /mo |
| Enterprise (monthly) | $925 a month | Up to 200 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription · $925 /mo |
| Corporate (annual) | $5,000 a year | Up to 100 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription · $5,000 BILLED YEARLY – YOU SAVE $580 |
| Enterprise (annual) | $10,000 a year | Up to 200 entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription · $10,000 BILLED YEARLY – YOU SAVE $1,100 |
| Platinum | Priced on request | 200+ entities · unlimited users · one-time implementation fee equal to one-sixth of annual subscription · Custom |
The facts
Each one read from EntityKeeper's own pages, with the date it was checked.
What it does
- Cloud access
- EntityKeeper describes its platform as web-based and accessible from any device.checked 4 Oct 2026
- Deadline workflows
- Users can set reminders and tasks for entities, assign them to named team members, and receive alerts before deadlines.checked 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.checked 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.checked 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.checked 4 Oct 2026
- Integrations
- The pricing page lists integrations with Box, Dropbox, Google, OneDrive, and LobbyCRE.checked 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.checked 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.checked 4 Oct 2026
- Purpose
- EntityKeeper is entity management and compliance software that centralizes entity records, documents, deadlines, and filings.checked 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.checked 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.checked 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.checked 4 Oct 2026
The company
- Company
- EntityKeeper says it was created in 2013 by Rob Finlay, is located in Charlotte, North Carolina, and is a Thirty Capital company.checked 4 Oct 2026
- Founded
- 2013checked 28 Sep 2026
- Headquarters
- Charlotte, North Carolina, United Stateschecked 28 Sep 2026
- Ownership
- The platform tracks ownership structures, beneficial ownership, cap tables, and UBO data and can build organizational charts.checked 4 Oct 2026
