Equity Solutions

Equity is more than shares. It’s a commitment to your employees. That’s why we design equity compensation solutions that can grow alongside your business and people at any stage. With tailored solutions, modern technology, hands-on guidance and dedicated service, we help you effectively administer equity while managing risk and compliance on a global scale.

Equity and Experience Without Borders

One of the
Industry Leaders


of S&P 500®
Companies Represented 4

Modern Technology &
Dedicated Service


Combined Public & Private Corporate
Clients Globally 1

Global Reach


Stock plan
participants 2




From Start-Ups
to IPO


Client IPOs in
past 5 years 5

Executive Services


for over 17 years in Rule 144 and
10b5-1 transaction services 6

Cutting-Edge Technology. More Effortless Equity.

With our innovative platforms, Equity Edge Online® and Shareworks, we provide cutting-edge technology and end-to-end equity management solutions to help deliver what your business needs: flexibility and choice. Our scalable solutions help ease local and global implementation while streamlining equity administration with powerful and configurable technology that adapts as your company evolves.

Financial Empowerment

Through seminars and webinars, digital tools, and access to personal guidance, we empower your employees with the knowledge, tools and support that can help them achieve their financial goals. Financial Empowerment is included with every service we provide.

You Deserve the Best Equity Administration

We Have the Tools and Support You Need

Our innovative technology and global service solutions support
companies with a unique blend of quality, simplicity and experience.

Modern Tools

We provide support for your company’s equity compensation plans, transaction management and data reporting with the same flexibility and intuitiveness as the apps you use every day.

Specialized Guidance

We offer high-touch, white glove service from a dedicated group of specialists to help support your equity plans and employees.

Borderless Functionality

We provide one consistent experience wherever employees are located, so your company can share equity and reward people on a global scale.


Learn how our comprehensive equity solutions help companies and employees maximize their potential.


Learn how our comprehensive equity solutions help companies and employees maximize their potential.

Empower Your Workforce

We’d love to talk. Fill out the form and a team member will reach out shortly.

Equity Solutions Insights

Equity compensation strategies are always shifting. How are you staying up-to-date? Discover new trends, fresh ideas and unique perspectives to help motivate your employees and fuel your company’s next stage.

more insights