Company lists · Data refreshed September 2026

Top 25 Stock plan administration software companies based in the United States

RevenueBase identified 44 stock plan administration software companies headquartered in the United States as of September 2026 and tracks 863 professional contacts across them, including 390 with verified work emails. San Francisco is the largest hub.

This list covers stock plan 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 14, 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 14, 2026 86% judged on-target in blind review
44Companies
863Contacts tracked
390Verified emails
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The 25 largest stock plan administration software companies based in the United States

Ranked by team size
Top 25 of 44 stock plan administration software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to stock plan administration software companies: 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 evidenceCharlottesville, VA, United StatesHQ checked Sep 14, 2026501-1,000173 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceNashville, TN, United StatesHQ checked Sep 14, 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 14, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
4Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202651-20050 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
6Indirect evidenceNew York, United StatesHQ checked Sep 14, 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 14, 2026
7Strong evidenceGold River, CA, United StatesHQ checked Sep 14, 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 14, 2026
8Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 14, 202611-5029 contacts →

Strong evidence

“Apprize offers software and services to streamline employee benefits and HR administration.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5026 contacts →

Indirect evidence

“Wealthlane Financial Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceRedwood City, CA, United StatesHQ checked Sep 14, 202611-5020 contacts →

Partial evidence

“Equity Plan Solutions (EPS) is now part of Equity Methods®.”

Source: RevenueBase Database · checked Sep 14, 2026
11Strong evidenceChicago, IL, United StatesHQ checked Sep 14, 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 14, 2026
12Strong evidenceBranford, CT, United StatesHQ checked Sep 14, 202611-5012 contacts →

Strong evidence

“Whether you’re looking for employee communications, benefits enrollment / administration, HRIS functionality or comprehensive outsourcing, our extensive product line of software…”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceCedar Rapids, IA, United StatesHQ checked Sep 14, 20261-107 contacts →

Partial evidence

“Vista Software LLC ~ We offer intuitive and powerful software backed by a team of dedicated professionals.”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidenceWest Conshohocken, PA, United StatesHQ checked Sep 14, 202611-507 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceCharlotte, NC, United StatesHQ checked Sep 14, 202611-507 contacts →

Partial evidence

“CompensationMaster is a software company specializing in systemizing and managing sales force compensation using Strength Based Lean Six Sigma Principles.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“We're at the intersection of human communication, intelligent automation and rapid execution when it comes to private and public company securities transfers and compliance.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceOmaha, NE, United StatesHQ checked Sep 14, 202611-505 contacts →

Partial evidence

“At CompLogix, we provide hosted software solutions supporting common HR processes such as Compensation Planning, Total Rewards, and Workforce Planning to help companies better…”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceJacksonville, FL, United StatesHQ checked Sep 14, 202611-504 contacts →

Partial evidence

“BenefitWerks delivers smart HR software solutions to smart companies throughout the global business community including the United States, Europe, Asia and South, Central and…”

Source: RevenueBase Database · checked Sep 14, 2026
19Strong evidenceTampa, FL, United StatesHQ checked Sep 14, 202611-504 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 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 14, 2026
21Strong evidenceYork, United StatesHQ checked Sep 14, 202611-503 contacts →

Strong evidence

“inVesti is a turnkey software infrastructure that allows financial professionals to offer workforce solutions such as fiduciary managed employer plans, 401(k)s, IRAs and HSAs with…”

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Helping companies manage their company equity plan to attract and retain talent.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceSalt Lake City, UT, United StatesHQ checked Sep 14, 202611-501 contacts →

Partial evidence

“EquityTrack is a cap table management provider and stock transfer agent.”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceSanta Rosa, CA, United StatesHQ checked Sep 14, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceProvo, UT, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Taabl is engineered to redefine the management of stock benefits, saving administrators and technical accountants valuable time and resources.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 44 stock plan administration software companies based in the United States

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Stock plan administration software companies based in the United States at a glance

As of Sep 14, 2026
45.2%Verified-email coverage
19.6Average contacts per company
11-50Median size (employees)
11.4%Largest-city concentration · San Francisco
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
22
51-200
5
201-500
1
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 44 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 stock plan 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 “stock plan 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 stock plan 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 stock plan 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, 390 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 14, 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 stock plan 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 stock plan administration software companies are there based in the United States?

RevenueBase identified 44 stock plan 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?

Blue Ridge Associates, headquartered in Charlottesville, tops this list with the largest team on record.

Which city has the most stock plan administration software companies?

San Francisco leads with 5 headquartered companies, followed by New York (4) and Branford (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 390 verified decision-maker contacts tracked across these 44 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 14, 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.