Experience seamless equity plan administration with our comprehensive solutions.
From plan design to daily management, Equity IQ ensures precision, compliance, and efficiency every step of the way. Our experienced team simplifies complex equity processes, helping your organization stay compliant and your participants informed, all while you focus on driving business growth.

Empower your equity plan with clarity, accuracy, and confidence.

• Equity Plan Design

• New Grant Recordkeeping

• Stock Option Exercises

• RSA/RSU Distributions

• Termination Processing

• Share Rollforwards

• Manage Trading Windows

• ESPP Enrollment, Admin & Purchase Processing

• Liaise with Transfer Agent & Brokers

• Assist with 6039 Reporting

• Participant Communications, Education, and Ongoing Training (Live Q&A, Webinars)