Company lists · Data refreshed September 2026

Top 25 Employee stock ownership plan trustees worldwide

RevenueBase identified 62 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 employee stock ownership plan trustees worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. 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 Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
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 employee stock ownership plan trustees worldwide, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to employee stock ownership plan trustees: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceTel Aviv, IsraelHQ checked Sep 19, 2026201-500172 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceLisle, IL, United StatesHQ checked Sep 19, 202651-20052 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidenceNew York, CA, United StatesHQ checked Sep 19, 202611-5041 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceBurlingame, CA, United StatesHQ checked Sep 19, 202651-20035 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceAppleton, WI, United StatesHQ checked Sep 19, 202611-5031 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceBala Cynwyd, PA, United StatesHQ checked Sep 19, 202611-5031 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceLouisville, KY, United StatesHQ checked Sep 19, 202611-5025 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceNoida, IndiaHQ checked Sep 19, 202611-5021 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 202611-5020 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceNashville, TN, United StatesHQ checked Sep 19, 20261-1018 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-1015 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceNew Malden, United KingdomHQ checked Sep 19, 202611-5014 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceCovington, GA, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“S.R.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceWyoming, MI, United StatesHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceWest Fargo, ND, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
17Strong evidenceWashington, NY, United StatesHQ checked Sep 19, 202611-507 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceAtlanta, GA, United StatesHQ checked Sep 19, 202611-506 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceWaukesha, WI, United StatesHQ checked Sep 19, 202611-506 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceDurham, NC, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceMuskego, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidenceMarlow, United KingdomHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
24Partial evidenceMilwaukee, WI, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceFishers, IN, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 62 employee stock ownership plan trustees worldwide

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among employee stock ownership plan trustees, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, 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
Companies worldwide whose own description of what they do matches “employee stock ownership plan trustees”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names employee stock ownership plan trustees), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among employee stock ownership plan trustees, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 346 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

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 Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names employee stock ownership plan trustees, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many employee stock ownership plan trustees are there worldwide?

RevenueBase identified 62 employee stock ownership plan trustees worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

IBI Capital, headquartered in Tel Aviv, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 346 verified decision-maker contacts tracked across these 62 companies.

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 Smart Search, 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.