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The Equity Experts​

As a company that truly understands the value of equity ownership, we are here to help you take care of your most valuable assets – your employees. EQ provides equity compensation services including equity awards, RSUs and employee stock purchase plans (ESPP).

Best-In-Class Platform

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Real-time access to customizable reports and business intelligence tool capabilities.

  • Fully global access and support with multi-lingual and multi-currency capabilities
  • Interactive, real-time financial reporting dashboards
  • Watch a video of the only platform in the industry that provides a Business Intelligence (BI) reporting tool.


A Single-Source Administrator

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Over thirty years of experience administering equity compensation plans, including:

  • Employee stock purchase plans (ESPP)
  • Stock options
  • Performance awards
  • Restricted shares
  • RSUs
  • Other plans such as SAR, SIP, etc.


Your Best Interest First

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EQ is not a broker. This means that we will not be soliciting your employees and we are always operating in your best interest because we do not benefit when proceeds are reinvested.

  • Full or partial administration options
  • Accredited Customer Care Center
  • Consistently ranked highest by our clients for overall satisfaction


Best With Clients And Best With Participants

Our global, best-in-class platform provides an easy-to-use participant experience and business intelligence analytics that provide CFO, CEO and board-level insights.


years of administrating equity plans

95 %

overall client satisfaction

98 %

First call resolution

The Best In The Business

Our service support team members have an average of 20+ years within equity compensation services and are passionate about delivering world-class service to our clients and their participants. Our focus is on ensuring both you and your employees feel cared for by providing a solution that exceeds your expectations.  

Emily Ryan

VP, Head of Channel Partners

Emily has been in the financial services industry for 12 years. She is responsible for establishing and maintaining business development relationships with key partner institutions. 

David Hanes

Sr. Technical Sales Consultant,
Equity Compensation Services

David has been in the Equity Compensation Services industry since 2010. His experience has given him the ability to understand stock plan administration needs facing issuers and help identify actionable solutions for clients.

Stephanie Ceglia

SVP, Equity Compensation Services
and Operations

Stephanie has over 20 years of equity compensation experience. At EQ she is responsible for the tactical and strategic client experience to ensure we are exceeding expectations.

The Latest Insights in Equity Compensation Services


Five Things To Consider When Evaluating Your Equity Compensation Administration Spend

As companies continue to wrestle with the economic uncertainty associated with COVID-19, many are looking for ways to reduce expenses and improve efficiency.


The Case For The Dematerialization Of Physical Securities

EQ's Katie Sevcik, EVP, Chief Operating Officer, responds to a recently published white paper by The Depository Trust & Clearly Corporation (DTCC) that discusses the importance of advancing dematerialization in today's world of technology-driven transactions.


Us Vs Them: Why A Transfer Agent Might Be Your Best Choice for Equity Compensation Services

What does a transfer agent have to offer that other equity plan administrators don't? Plenty! Here's a look at some of the key differences between plan providers.


8 Ways To Boost ESPP Participation

Companies that offer employee stock plans gain dedicated, motivated employees who are working toward a joint goal of company growth. The win-win of an ESPP for companies and employees means that effort should be put into promoting it.


BlackRock Letter to CEOs: Focus on Sustainability for Long-term Value

EQ’s Peggy O’Keefe, Managing Director, Corporate Governance, summarizes BlackRock’s annual letter to CEOs, and how it relates to the market’s current appetite and understanding of environmental, social and governance (ESG) criteria.