Our Services
At Equity IQ, we bring clarity and expertise to every stage of your company’s equity journey, from IPO readiness to complex corporate actions such as mergers, acquisitions, and spin-offs. Our team helps streamline your day-to-day equity operations so you can stay focused on driving your business forward.
Our customizable “A la carte” service model ensures you receive the exact level of support you need and only pay for what adds value to your organization.
Explore our Services, About Us, and Contact Us pages to discover how Equity IQ can help simplify your equity administration with precision and confidence.
Level 1 - Equity Plan Administration
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.
Level 2 - Legal/Proxy Assistance
Access expert legal and proxy assistance with confidence.
Our team supports your proxy tables, and Section 16 filings, ensuring compliance, accuracy, and precision in every detail.
Stay compliant, transparent, and ready for every filing season.
Level 3 - Financial Reporting & Accounting
Achieve accurate financial reporting and accounting with confidence.
We specialize in award valuations, expense summaries, EPS calculations, and more, delivering the clarity, accuracy, and insight that are essential for your Accounting and Finance teams.
Turn complex data into actionable financial intelligence.
Additional Services
Implementations/Data Conversions
Special Projects/Corporate Transactions