Company lists · Data refreshed September 2026
Top 25 Employee stock ownership plan trustees based in the United States
RevenueBase identified 40 company matches for employee stock ownership plan trustees associated with the United States as of September 2026 and tracks 397 professional contacts across them, including 248 with verified work emails. San Francisco is the largest hub.
This list covers company matches for employee stock ownership plan trustees associated with the United States, 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.
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.
The 25 largest employee stock ownership plan trustees based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 52 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 | |||||
| 2 | 41 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 | |||||
| 3 | 35 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 | |||||
| 4 | 31 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 | |||||
| 5 | 31 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 | |||||
| 6 | 25 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 | |||||
| 7 | 20 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 | |||||
| 8 | 18 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 | |||||
| 9 | 15 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 | |||||
| 10 | 14 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 | |||||
| 11 | 12 contacts → | ||||
Exact match “S.R.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 11 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 | |||||
| 13 | 8 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 | |||||
| 14 | 7 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 | |||||
| 15 | 6 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 | |||||
| 16 | 6 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 | |||||
| 17 | 6 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 | |||||
| 18 | 5 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 | |||||
| 19 | 4 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 | |||||
| 20 | 3 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 | |||||
| 21 | 3 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 | |||||
| 22 | 2 contacts → | ||||
Exact match “ESOP Consulting Group was founded by Gary Gray, an experienced ESOP CEO who has firsthand experience in navigating the post- transaction landscape, maximizing the value of an…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Stokastique is an ESOP consultancy that provides management consulting services, fractional CFO and actuarial sustainability reports.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Moore Holding Company was born from the Employee Stock Ownership Plan (ESOP) formed when Moore Engineering, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “employee stock ownership plan trustees”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 40 employee stock ownership plan trustees based in the United States
See the full list, filter by size, metro and specialty, and access 248 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Employee stock ownership plan trustees based in the United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 40 companies.
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.
- What qualifies
- Company records associated with the United States 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 248 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.
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 based in the United States?
RevenueBase identified 40 company matches for employee stock ownership plan trustees associated with the United States 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?
Greatbanc Trust Company tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most employee stock ownership plan trustees?
San Francisco leads with 4 company records, followed by New York (3) and Atlanta (2).
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 248 professional contacts with verified work emails tracked across these 40 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.
Ready to reach these companies? Verified emails and direct dials for all 40 employee stock ownership plan trustees based in the United States. Start with a free account, no credit card.
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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.
More company lists
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- AI companies based in the United States
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- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 employee stock ownership plan trustees based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 40 matching company records for employee stock ownership plan trustees based in the United States, with 397 tracked contacts and 248 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 employee stock ownership plan trustees based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Greatbanc Trust Companygreatbanctrust.com HQ: Lisle, IL, United StatesReported employees: 51-200 | Lisle, IL, United States | 51-200 | Exact match | 52 contacts → |
“Founded in 1989, GreatBanc is a full-service trust company and independent ERISA fiduciary specializing in Employee Stock Ownership Plans (ESOPs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CSG Partners Esop Advisorscsgpartners.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 41 contacts → |
“Since CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MENKEmenke.com HQ: Burlingame, CA, United StatesReported employees: 51-200 | Burlingame, CA, United States | 51-200 | Exact match | 35 contacts → |
“Menke has been providing ESOP (employee stock ownership plan) advisory services since 1974.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Esop Partnersesoppartners.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 31 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SES Esop Strategiessesesop.com HQ: Bala Cynwyd, PA, United StatesReported employees: 11-50 | Bala Cynwyd, PA, United States | 11-50 | Exact match | 31 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SCJ Fiduciary Servicesscjesop.com HQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 25 contacts → |
“We are an ESOP consulting firm that provides our clients with innovative solutions that help them build their company's legacy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ventura Trustventuraesop.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 20 contacts → |
“Our only job is to serve as your ESOP trustee.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Paladin Capital Of Tennesseepaladin-capital.com HQ: Nashville, TN, United StatesReported employees: 1-10 | Nashville, TN, United States | 1-10 | Exact match | 18 contacts → |
“Located in Nashville, TN, Paladin capital is a premier leader in business acquisition, and ownership transfer, via Employee Stock Ownership Plan's (ESOP).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Common Trustcommon-trust.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 15 contacts → |
“Common Trust helps business owners transition ownership to their employees through Employee Ownership Trusts (EOTs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Aegis Trust Company, LLCaegistrust.comHQ: Covington, GA, United StatesReported employees: 11-50 | Covington, GA, United States | 11-50 | Exact match | 14 contacts → |
“Aegis Trust Company, LLC was formed exclusively to serve the interests of ESOP participants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | S.R. Allison, LTDsrallison.com HQ: Fort Worth, TX, United StatesReported employees: 1-10 | Fort Worth, TX, United States | 1-10 | Exact match | 12 contacts → |
“S.R.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Vision Esop Valuationvisionesop.com HQ: Wyoming, MI, United StatesReported employees: 1-10 | Wyoming, MI, United States | 1-10 | Exact match | 11 contacts → |
“Our sole focus at Vision ESOP Valuation is providing ESOP Trustees with valuation opinions and advisory services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Atlas Legal Services, Pllcatlasesop.com HQ: West Fargo, ND, United StatesReported employees: 1-10 | West Fargo, ND, United States | 1-10 | Exact match | 8 contacts → |
“Atlas Legal Services, PLLC, is a Fargo, N.D.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Apis & Heritage Capital Partnersapisheritage.com HQ: Washington, NY, United StatesReported employees: 11-50 | Washington, NY, United States | 11-50 | Exact match | 7 contacts → |
“Apis & Heritage Capital Partners (A&H) is an investment manager specializing in financing employee ownership transactions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tenor Esop Partnerstenoresop.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“Tenor ESOP Partners is a boutique financial advisor focused exclusively on Employee Stock Ownership Plans (ESOP).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ESI Equityesiequity.com HQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 6 contacts → |
“ESI Equity- An Expert in ESOPs, Business Valuations and Transition Planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Durham, NC, United StatesReported employees: 1-10 | Durham, NC, United States | 1-10 | Exact match | 6 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Acumen Advisory Services, LLCacumenadvisoryllc.comHQ: Muskego, United StatesReported employees: 1-10 | Muskego, United States | 1-10 | Exact match | 5 contacts → |
“Advocating for ESOP participants & the companies they own is our business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Barback Technologiesusebarback.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Barback is the go-to platform for Product and Dev teams to manage ESOPs and performance-based bonuses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Professional Fiduciary Services LLCprofessional-fiduciary.com HQ: Milwaukee, WI, United StatesReported employees: 1-10 | Milwaukee, WI, United States | 1-10 | Exact match | 3 contacts → |
“The Professional Fiduciary Services Group serves as an unbiased, independent fiduciary or trustee to mid-market institutional investors including ESOPs and retirement trusts.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Genesis Esop Advisors, LLCgenesisesop.com HQ: Fishers, IN, United StatesReported employees: 1-10 | Fishers, IN, United States | 1-10 | Exact match | 3 contacts → |
“Genesis ESOP Advisors assists business owners in evaluation of ESOPs as a business succession or exit strategy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Esop Consulting Group, LLCesopconsultinggroup.com HQ: Roswell, GA, United StatesReported employees: 1-10 | Roswell, GA, United States | 1-10 | Exact match | 2 contacts → |
“ESOP Consulting Group was founded by Gary Gray, an experienced ESOP CEO who has firsthand experience in navigating the post- transaction landscape, maximizing the value of an…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Esop LAW Groupesoplawgroup.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Stokastiquestokastique.com HQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 2 contacts → |
“Stokastique is an ESOP consultancy that provides management consulting services, fractional CFO and actuarial sustainability reports.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moore Holding Companymooreholdingco.com HQ: West Fargo, ND, United StatesReported employees: 11-50 | West Fargo, ND, United States | 11-50 | Exact match | 2 contacts → |
“Moore Holding Company was born from the Employee Stock Ownership Plan (ESOP) formed when Moore Engineering, Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 40 company matches
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Employee stock ownership plan trustees: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
40 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 40 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for employee stock ownership plan trustees?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many employee stock ownership plan trustees did RevenueBase find based in the United States?
The saved snapshot records 40 matching company records, 397 tracked contacts and 248 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 employee stock ownership plan trustees based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/employee-stock-ownership-plan-trustees/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 employee stock ownership plan trustees based in the United States
RevenueBase records 40 matching company records for employee stock ownership plan trustees based in the United States, with 397 tracked contacts and 248 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 employee stock ownership plan trustees based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Greatbanc Trust Companygreatbanctrust.com HQ: Lisle, IL, United StatesReported employees: 51-200 | Lisle, IL, United States | 51-200 | Exact match | 52 contacts → |
“Founded in 1989, GreatBanc is a full-service trust company and independent ERISA fiduciary specializing in Employee Stock Ownership Plans (ESOPs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | CSG Partners Esop Advisorscsgpartners.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 41 contacts → |
“Since CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MENKEmenke.com HQ: Burlingame, CA, United StatesReported employees: 51-200 | Burlingame, CA, United States | 51-200 | Exact match | 35 contacts → |
“Menke has been providing ESOP (employee stock ownership plan) advisory services since 1974.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Esop Partnersesoppartners.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 31 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SES Esop Strategiessesesop.com HQ: Bala Cynwyd, PA, United StatesReported employees: 11-50 | Bala Cynwyd, PA, United States | 11-50 | Exact match | 31 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | SCJ Fiduciary Servicesscjesop.com HQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 25 contacts → |
“We are an ESOP consulting firm that provides our clients with innovative solutions that help them build their company's legacy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ventura Trustventuraesop.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 20 contacts → |
“Our only job is to serve as your ESOP trustee.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Paladin Capital Of Tennesseepaladin-capital.com HQ: Nashville, TN, United StatesReported employees: 1-10 | Nashville, TN, United States | 1-10 | Exact match | 18 contacts → |
“Located in Nashville, TN, Paladin capital is a premier leader in business acquisition, and ownership transfer, via Employee Stock Ownership Plan's (ESOP).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Common Trustcommon-trust.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 15 contacts → |
“Common Trust helps business owners transition ownership to their employees through Employee Ownership Trusts (EOTs).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Aegis Trust Company, LLCaegistrust.com HQ: Covington, GA, United StatesReported employees: 11-50 | Covington, GA, United States | 11-50 | Exact match | 14 contacts → |
“Aegis Trust Company, LLC was formed exclusively to serve the interests of ESOP participants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | S.R. Allison, LTDsrallison.com HQ: Fort Worth, TX, United StatesReported employees: 1-10 | Fort Worth, TX, United States | 1-10 | Exact match | 12 contacts → |
“S.R.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Vision Esop Valuationvisionesop.com HQ: Wyoming, MI, United StatesReported employees: 1-10 | Wyoming, MI, United States | 1-10 | Exact match | 11 contacts → |
“Our sole focus at Vision ESOP Valuation is providing ESOP Trustees with valuation opinions and advisory services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Atlas Legal Services, Pllcatlasesop.com HQ: West Fargo, ND, United StatesReported employees: 1-10 | West Fargo, ND, United States | 1-10 | Exact match | 8 contacts → |
“Atlas Legal Services, PLLC, is a Fargo, N.D.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Apis & Heritage Capital Partnersapisheritage.com HQ: Washington, NY, United StatesReported employees: 11-50 | Washington, NY, United States | 11-50 | Exact match | 7 contacts → |
“Apis & Heritage Capital Partners (A&H) is an investment manager specializing in financing employee ownership transactions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tenor Esop Partnerstenoresop.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 6 contacts → |
“Tenor ESOP Partners is a boutique financial advisor focused exclusively on Employee Stock Ownership Plans (ESOP).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | ESI Equityesiequity.com HQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 6 contacts → |
“ESI Equity- An Expert in ESOPs, Business Valuations and Transition Planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Durham, NC, United StatesReported employees: 1-10 | Durham, NC, United States | 1-10 | Exact match | 6 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Acumen Advisory Services, LLCacumenadvisoryllc.com HQ: Muskego, United StatesReported employees: 1-10 | Muskego, United States | 1-10 | Exact match | 5 contacts → |
“Advocating for ESOP participants & the companies they own is our business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Barback Technologiesusebarback.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Barback is the go-to platform for Product and Dev teams to manage ESOPs and performance-based bonuses.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Professional Fiduciary Services LLCprofessional-fiduciary.com HQ: Milwaukee, WI, United StatesReported employees: 1-10 | Milwaukee, WI, United States | 1-10 | Exact match | 3 contacts → |
“The Professional Fiduciary Services Group serves as an unbiased, independent fiduciary or trustee to mid-market institutional investors including ESOPs and retirement trusts.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Genesis Esop Advisors, LLCgenesisesop.com HQ: Fishers, IN, United StatesReported employees: 1-10 | Fishers, IN, United States | 1-10 | Exact match | 3 contacts → |
“Genesis ESOP Advisors assists business owners in evaluation of ESOPs as a business succession or exit strategy.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Esop Consulting Group, LLCesopconsultinggroup.com HQ: Roswell, GA, United StatesReported employees: 1-10 | Roswell, GA, United States | 1-10 | Exact match | 2 contacts → |
“ESOP Consulting Group was founded by Gary Gray, an experienced ESOP CEO who has firsthand experience in navigating the post- transaction landscape, maximizing the value of an…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Esop LAW Groupesoplawgroup.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Stokastiquestokastique.com HQ: Indianapolis, IN, United StatesReported employees: 1-10 | Indianapolis, IN, United States | 1-10 | Exact match | 2 contacts → |
“Stokastique is an ESOP consultancy that provides management consulting services, fractional CFO and actuarial sustainability reports.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moore Holding Companymooreholdingco.com HQ: West Fargo, ND, United StatesReported employees: 11-50 | West Fargo, ND, United States | 11-50 | Exact match | 2 contacts → |
“Moore Holding Company was born from the Employee Stock Ownership Plan (ESOP) formed when Moore Engineering, Inc.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Employee stock ownership plan trustees: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
40 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 40 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for employee stock ownership plan trustees?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many employee stock ownership plan trustees did RevenueBase find based in the United States?
The saved snapshot records 40 matching company records, 397 tracked contacts and 248 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 employee stock ownership plan trustees based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/employee-stock-ownership-plan-trustees/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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