Company lists · Data refreshed September 2026

Top 25 Employee stock plan administrators based in the United States

RevenueBase identified 54 employee stock plan administrators headquartered in the United States as of September 2026 and tracks 1,194 professional contacts across them, including 644 with verified work emails. San Francisco is the largest hub.

This list covers employee stock plan administrators headquartered in the United States, 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.

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
54Companies
1,194Contacts tracked
644Verified emails
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The 25 largest employee stock plan administrators based in the United States

Ranked by team size
Top 25 of 54 employee stock plan administrators based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to employee stock plan administrators: 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
1Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 19, 202651-200183 contacts →

Indirect evidence

“Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceCharlottesville, VA, United StatesHQ checked Sep 19, 2026501-1,000173 contacts →

Partial evidence

“We are the trusted partner for retirement plan professionals and sponsors.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceNashville, TN, United StatesHQ checked Sep 19, 202651-200152 contacts →

Partial evidence

Stock & Option Solutions is an end-to-end equity compensation partner helping companies design, administer, and scale successful stock programs.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-20070 contacts →

Indirect evidence

“Infinite Equity is the premier independent professional services firm that enables companies to increase the effectiveness and return of their equity programs.”

Source: RevenueBase Database · checked Sep 19, 2026
5Strong 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
6Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-20050 contacts →

Partial evidence

“Public companies spend $500B annually on stock compensation.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202611-5043 contacts →

Indirect evidence

“Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceNew York, United StatesHQ checked Sep 19, 202611-5042 contacts →

Indirect evidence

“Slice Global is the AI-native global equity compliance and management platform for modern finance teams.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceO'fallon, MO, United StatesHQ checked Sep 19, 202611-5042 contacts →

Indirect evidence

“Computershare Communication Services Limited is a financial services company based out of United States.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong 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
11Strong 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
12Strong evidenceGold River, CA, United StatesHQ checked Sep 19, 202611-5033 contacts →

Strong evidence

“My Equity Comp, LLC is dedicated to providing quality, dependable equity compensation consulting services, 6039 reporting services, and short-term and long-term stock plan admin…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect 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
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-5026 contacts →

Indirect evidence

“Wealthlane Financial Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceDuxbury, CA, United StatesHQ checked Sep 19, 202611-5018 contacts →

Indirect evidence

“Some firms specialize in compensation strategy, governance, and global compliance advisory services.”

Source: RevenueBase Database · checked Sep 19, 2026
16Strong evidenceChicago, IL, United StatesHQ checked Sep 19, 202611-5013 contacts →

Strong evidence

Stock Plan Solutions/Green Zapato LLC (SPS/GZ) was founded in 2001 by Mary Pat Wood, CPA, CEP and Rick Zatz, CEP.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceWest Conshohocken, PA, United StatesHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform.”

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 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
21Indirect evidenceCharlottesville, VA, United StatesHQ checked Sep 19, 202651-2004 contacts →

Indirect evidence

“Founded in 1988, Blue Ridge ESOP Associates delivers the highest quality ESOP and 401(k) Administration services in the industry.”

Source: RevenueBase Database · checked Sep 19, 2026
22Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 202611-504 contacts →

Partial evidence

“mapbenefits® is a technology company focused on the nonqualified plans administration space.”

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
24Indirect 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
25Indirect evidenceIndianapolis, IN, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Stokastique is an ESOP consultancy that provides management consulting services, fractional CFO and actuarial sustainability reports.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 54 employee stock plan administrators based in the United States

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Employee stock plan administrators based in the United States at a glance

As of Sep 19, 2026
53.9%Verified-email coverage
22.1Average contacts per company
11-50Median size (employees)
11.1%Largest-city concentration · San Francisco
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
18
51-200
9
501-1,000
1

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 54 companies.

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 plan administrators, 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “employee stock plan administrators”. 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 plan administrators), 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 plan administrators, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 644 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.

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 plan administrators, 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 plan administrators are there based in the United States?

RevenueBase identified 54 employee stock plan administrators headquartered in the United States 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?

Equity Methods, headquartered in Scottsdale, tops this list with the largest team on record.

Which city has the most employee stock plan administrators?

San Francisco leads with 6 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 644 verified decision-maker contacts tracked across these 54 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.