Company lists · Data refreshed September 2026

Top 25 Employee stock ownership plan trustees worldwide

RevenueBase identified 62 company matches for employee stock ownership plan trustees worldwide as of September 2026 and tracks 652 professional contacts across them, including 346 with verified work emails. The United States is the largest market and San Francisco the largest hub.

This list covers company matches for employee stock ownership plan trustees worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026. Country and city lists for employee stock ownership plan trustees follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
62Companies
652Contacts tracked
346Verified emails
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The 25 largest employee stock ownership plan trustees worldwide

Ranked by team size
Top 25 of 62 company matches for employee stock ownership plan trustees worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTel Aviv, IsraelHQ recorded Sep 19, 2026201-500172 contacts →

Exact match

“Israel's leading provider of trust services and equity compensation plans.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchLisle, IL, United StatesHQ recorded Sep 19, 202651-20052 contacts →

Exact match

“Founded in 1989, GreatBanc is a full-service trust company and independent ERISA fiduciary specializing in Employee Stock Ownership Plans (ESOPs).”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchNew York, CA, United StatesHQ recorded Sep 19, 202611-5041 contacts →

Exact match

“Since CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs).”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchBurlingame, CA, United StatesHQ recorded Sep 19, 202651-20035 contacts →

Exact match

“Menke has been providing ESOP (employee stock ownership plan) advisory services since 1974.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchAppleton, WI, United StatesHQ recorded Sep 19, 202611-5031 contacts →

Exact match

“ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchBala Cynwyd, PA, United StatesHQ recorded Sep 19, 202611-5031 contacts →

Exact match

“SES ESOP Strategies is a national ESOP firm that combines the expertise of ESOP consulting, financial and legal professionals to assist companies in creating and maintaining…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchLouisville, KY, United StatesHQ recorded Sep 19, 202611-5025 contacts →

Exact match

“We are an ESOP consulting firm that provides our clients with innovative solutions that help them build their company's legacy.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchNoida, IndiaHQ recorded Sep 19, 202611-5021 contacts →

Exact match

“At Xumane, we are dedicated to simplifying ESOP and Cap Table management for you, making equity management seamless and stress-free.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“Our only job is to serve as your ESOP trustee.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchNashville, TN, United StatesHQ recorded Sep 19, 20261-1018 contacts →

Exact match

“Located in Nashville, TN, Paladin capital is a premier leader in business acquisition, and ownership transfer, via Employee Stock Ownership Plan's (ESOP).”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Sep 19, 20261-1015 contacts →

Exact match

“Common Trust helps business owners transition ownership to their employees through Employee Ownership Trusts (EOTs).”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchNew Malden, United KingdomHQ recorded Sep 19, 202611-5014 contacts →

Exact match

“RM2 Employee Ownership designs, implements and administers employee share schemes and employee ownership trusts.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchCovington, GA, United StatesHQ recorded Sep 19, 202611-5014 contacts →

Exact match

“Aegis Trust Company, LLC was formed exclusively to serve the interests of ESOP participants.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchFort Worth, TX, United StatesHQ recorded Sep 19, 20261-1012 contacts →

Exact match

“S.R.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchWyoming, MI, United StatesHQ recorded Sep 19, 20261-1011 contacts →

Exact match

“Our sole focus at Vision ESOP Valuation is providing ESOP Trustees with valuation opinions and advisory services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchWest Fargo, ND, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

“Atlas Legal Services, PLLC, is a Fargo, N.D.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchWashington, NY, United StatesHQ recorded Sep 19, 202611-507 contacts →

Exact match

“Apis & Heritage Capital Partners (A&H) is an investment manager specializing in financing employee ownership transactions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchAtlanta, GA, United StatesHQ recorded Sep 19, 202611-506 contacts →

Exact match

“Tenor ESOP Partners is a boutique financial advisor focused exclusively on Employee Stock Ownership Plans (ESOP).”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchWaukesha, WI, United StatesHQ recorded Sep 19, 202611-506 contacts →

Exact match

“ESI Equity- An Expert in ESOPs, Business Valuations and Transition Planning.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchDurham, NC, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“We’re on a mission to preserve and protect the job and community impacts of small and medium-sized businesses throughout the state of North Carolina by helping to transition many…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchMuskego, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Advocating for ESOP participants & the companies they own is our business.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchMarlow, United KingdomHQ recorded Sep 19, 20261-104 contacts →

Exact match

“RVE Corporate Finance advises business owners who are considering a sale of their business, on the benefits of a sale to an employee ownership trust compared to the traditional…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Barback is the go-to platform for Product and Dev teams to manage ESOPs and performance-based bonuses.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchMilwaukee, WI, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“The Professional Fiduciary Services Group serves as an unbiased, independent fiduciary or trustee to mid-market institutional investors including ESOPs and retirement trusts.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchFishers, IN, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Genesis ESOP Advisors assists business owners in evaluation of ESOPs as a business succession or exit strategy.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 62 employee stock ownership plan trustees worldwide

See the full list, filter by size, metro and specialty, and access 346 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee stock ownership plan trustees worldwide at a glance

As of Sep 19, 2026
53.1%Verified-email coverage
10.5Average contacts per company
1-10Median size (employees)
6.5%Largest-city concentration · San Francisco
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
19
51-200
2
201-500
2

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for employee stock ownership plan trustees are linked below.
What qualifies
Company records worldwide whose business descriptions match “employee stock ownership plan trustees” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 346 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Employee stock ownership plan trustees by location

1 lists · largest first

Every Employee stock ownership plan trustees list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “employee stock ownership plan trustees”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee stock ownership plan trustees are there worldwide?

RevenueBase identified 62 company matches for employee stock ownership plan trustees worldwide as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

IBI Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most employee stock ownership plan trustees?

The United States leads with 40 companies. Every employee stock ownership plan trustees list by country and city is linked on this page.

Which city has the most employee stock ownership plan trustees?

San Francisco leads with 4 company records, followed by London (3) and New York (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 346 professional contacts with verified work emails tracked across these 62 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.