Company lists · Data refreshed September 2026
Top 25 Esop administration software companies based in the United States
RevenueBase identified 78 esop administration software companies headquartered in the United States as of September 2026 and tracks 925 professional contacts across them, including 482 with verified work emails. New York is the largest hub.
This list covers esop administration software companies 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 28, 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.
The 25 largest esop administration software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 152 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 52 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 45 contacts → | ||||
Partial evidence “The ESOP Association (TEA) represents the interests of ESOP companies in the United States, including small and large companies in every sector and in all 50 states.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 44 contacts → | ||||
Partial evidence “Benefit Allocation Systems, LLC.("BAS") is the developer of MyEnroll.com – leading, web-based employee benefits administration for enrollment, COBRA/HIPAA, Flexible Spending…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 42 contacts → | ||||
Indirect evidence “Slice Global is the AI-native global equity compliance and management platform for modern finance teams.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 41 contacts → | ||||
Partial evidence “Since CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 37 contacts → | ||||
Strong evidence “Since 1979, WLT Software has been a leading provider of advanced benefits administration and claims adjudication systems for Insurance Companies, Government Employee Plans, TPAs…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Partial evidence “Menke has been providing ESOP (employee stock ownership plan) advisory services since 1974.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 33 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 31 contacts → | ||||
Strong 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 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 31 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 26 contacts → | ||||
Indirect evidence “Wealthlane Financial Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 25 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 24 contacts → | ||||
Indirect evidence “AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 20 contacts → | ||||
Partial evidence “Our only job is to serve as your ESOP trustee.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 20 contacts → | ||||
Indirect evidence “Equity Plan Solutions (EPS) is now part of Equity Methods®.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 18 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Partial evidence “Aegis Trust Company, LLC was formed exclusively to serve the interests of ESOP participants.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 contacts → | ||||
Indirect evidence “S.R.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial evidence “Questar Capital Partners | Independent Wealth Management, ESOP & Exit Planning Advisory At Questar, we specialize in helping business owners, executives, and high-net-worth…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Partial evidence “Atlantic Management Company serves a diverse group of companies, including privately held, ESOP-owned, publicly held, and private equity owned companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Indirect evidence “Atlas Legal Services, PLLC, is a Fargo, N.D.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Partial evidence “Pace is pleased to have provided excellence in Business Valuation and ESOP financial consulting services dating back to 2002.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Indirect evidence “Reins is the simplest way for small businesses to share equity with their key employees.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Partial evidence “OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: esop administration software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names esop administration software companies.
- Partial evidence
- Its own public description names part of esop administration software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name esop administration software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 78 esop administration software companies based in the United States
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Esop administration software companies based in the United States at a glance
As of Sep 28, 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 78 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 esop administration software companies, 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 “esop administration software companies”. 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 esop administration software companies), 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 esop administration software companies, 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, 482 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 28, 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 esop administration software companies, 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 esop administration software companies are there based in the United States?
RevenueBase identified 78 esop administration software companies 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?
Stock & Option Solutions, headquartered in Nashville, tops this list with the largest team on record.
Which city has the most esop administration software companies?
New York leads with 6 headquartered companies, followed by San Francisco (4) 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 482 verified decision-maker contacts tracked across these 78 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 28, 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.
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