EntityKeeper review
A broad entity and compliance system for mid-sized portfolios that can justify $465 monthly.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
EntityKeeper is cloud-based entity management and compliance software for legal, finance, accounting, operations, commercial real estate, investment, and family-office teams. It centralizes entity records, jurisdictions, registered agents, ownership stakes, officers, directors, documents, filing deadlines, permissions, reports, and audit history. Ownership structures, capitalization tables, beneficial ownership data, organizational charts, document versioning, deadline reminders, and exportable access and change records support teams managing complex portfolios.
Pricing is based on the number of entities managed rather than user seats. The Corporate plan is $465 per month, while Enterprise is $925 per month. Annual billing lists Corporate at $5,000 per year and Enterprise at $10,000 per year. The listed plans include full platform features, unlimited user licenses, and unlimited document storage. A one-time implementation fee equals one-sixth of the annual subscription. EntityKeeper also provides corporate services covering registered-agent work, filings, UCC services, and document retrieval, which may suit teams that want software and related administrative support in one offering.
The platform runs on the web and connects with Box, Dropbox, Google Drive, OneDrive, SharePoint, and LobbyCRE. Its feature set is broad for entity records, ownership, compliance deadlines, reporting, permissions, and document management, but the integration list is concentrated on storage platforms and one commercial real estate connection. EntityKeeper is a strong fit for mid-sized portfolios that need detailed records, ownership visibility, auditability, and service support. Organizations seeking a lightweight tool, a free entry point, or a wider range of business-system integrations may prefer a narrower or more connected alternative.
EntityKeeper pros and cons
- Where it wins
- Centralizes entities, ownership, UBO data, documents, filings, and audit history
- Includes unlimited users and document storage on listed plans
- Adds registered-agent, filing, UCC, and document-retrieval services
- Where it doesn't
- Starts at $465 per month on the Corporate plan
- No free plan is available
- Integrations focus on storage platforms plus LobbyCRE
EntityKeeper fact sheet, pricing and score →
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