ESOP Consultants

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ESOP Consultants Q4  2021

Q4 October 2021: Winners

Top 0 ESOP Consultants

List of the top 0 ESOP Consultants in Shortlister as of October 2021, presented in the order they appear in the full Vendor Listing tab.

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Features

  • Global Capabilities
  • iOS Native Application
  • Android Native Application
  • Responsive Design
  • GDPR Compliant
  • SSAE 18 / SOC Audit(s) Performed
  • NCQA Accredited / Certified
  • 3rd Party Integrations
  • URAC Accredited
53 Vendors
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Reviews pending
Full Reviews Breakdown

PTCFO

Advisor to Privately Held, Family Owned companies on Ownership and Management Succession... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
50 eligible
Features
Top Offerings
Employee Stock Ownership Plan (ESOP)
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
33.5M Series C
Minimum Group Size
No Minimum
Features
Android native application
GDPR Compliant
Global capabilities
Top Offerings
401(k) Plan
Pension Plan
Employee Stock Ownership Plan (ESOP)
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

OneAmerica

The companies of OneAmerica have a solid foundation in the financial services marketplace dating back more than 140 years. During that tenure we have implemented a variety of retirement plan products and services to meet the financial needs of our clients. We ... View Full Profile

Employees
Not Provided
Lives Serviced
1,148,000
Funding
0
Minimum Group Size
6 eligible
Features
Responsive design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
403(b) Plan
401(k) Plan
457 Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

T. Rowe Price

T. Rowe Price is a financially solid, debt-free organization with strong employee ownership. The firm was:  Established in 1937 by Thomas Rowe Price, Jr.  Incorporated in the state of Maryland in 1947  Licensed to conduct business throughout the ... View Full Profile

Employees
Not Provided
Lives Serviced
2,200,000
Funding
0
Minimum Group Size
No Minimum
Features
Android native application
GDPR Compliant
iOS native application
Top Offerings
Investment Management
401(k) Plan
Profit Sharing Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Crowe

Crowe LLP is a public accounting, consulting and technology firm with offices around the world. Crowe uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart ... View Full Profile

Employees
1001-5000
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Ascensus

We work hard every day to help millions of Americans save for what matters—retirement, education, and healthcare. This is both our passion and expertise. Through partnerships with financial institutions and financial professionals, our savings plans are ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
Full Reviews Breakdown

The Menke Group

Menke & Associates has been providing ESOP (employee stock ownership plan) advisory services since 1974. We are the largest (50 ERISA lawyers, investment bankers and plan administrators) and oldest ESOP advisor in the country. We have designed and installed ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

PCE Investment Bankers

We help business owners navigate the critical and sometimes challenging phases of the business life cycle. Nothing is more important than getting the right advice at the right time. At PCE, that’s our specialty. PCE provides middle market business owners ... View Full Profile

Employees
11-50
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Butcher Joseph & Co.

ButcherJoseph & Co. is a boutique investment banking firm specializing in ESOPs, mergers and acquisitions, private capital sourcing and valuation advisory services for middle market companies. Our award-winning team of professionals has executed 200+ ... View Full Profile

Employees
11-50
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

NWPS

NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We are independently owned and have no conflicts of interest with investments, insurance or other lines of business. Services Plan consulting and ... View Full Profile

Employees
Not Provided
Lives Serviced
425,000
Funding
0
Minimum Group Size
No Minimum
Features
Android native application
iOS native application
Responsive design
Top Offerings
401(k) Plan
403(b) Plan
Pension Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Newport Group

Newport Group helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services. Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected ... View Full Profile

Employees
Not Provided
Lives Serviced
1,500,000
Funding
0
Minimum Group Size
No Minimum
Features
Android native application
iOS native application
Responsive design
Top Offerings
401(k) Plan
403(b) Plan
457 Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

NS Capital

NS Capital is a Registered Investment Advisor (RIA) offering portfolio management services for individual investors, pensions and endowments; as well as custom-designed 401(k) plans for small businesses. We are a Fiduciary to all of our clients. NS Capital's ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
0
Minimum Group Size
No Minimum
Features
Android native application
iOS native application
Responsive design
Top Offerings
401(k) Plan
Investment Management
Retirement Plan Consulting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

CLA (CliftonLarsonAllen)

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, ... View Full Profile

Employees
1001-5000
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Eide Bailly LLP

At Eide Bailly, they have forward-thinking partners, talented staff and a strong vision for their future. Their goal to double in size in five years is taking shape; two years into this endeavor, we find ourselves on track. Business is good.Many ask how they ... View Full Profile

Employees
1001-5000
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Lurie

Lurie is a different kind of accounting and advisory firm, made great by exceptional talent, entrepreneurial spirit and drive. For the 5th year in a row Lurie, LLP was named one of the “100 Best Companies to Work For” by the Minnesota Business Magazine, ... View Full Profile

Employees
101-250
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Marcum LLP

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as select international locations. Headquartered in New York City, Marcum provides a ... View Full Profile

Employees
1001-5000
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Pricoa Private Capital

For more than 75 years, Pricoa Private Capital has been partnering with a wide range of corporations, sponsors, and institutions to provide valuable insights, guidance, and customised capital solutions that enable them achieve their growth and funding goals. ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Redpath and Company, Ltd.

Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven certified public accounting services for closely-held businesses, government entities, and not-for... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Ambrose Advisors

AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements. We have a concentrated focus on the ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Blue Ridge ESOP Associates

Founded in 1988, Blue Ridge ESOP Associates delivers the highest quality ESOP and 401(k) Administration services in the industry. We work with clients in a diverse spectrum of industries and with plans ranging in size from 15 to over 17,000 employees. We ... View Full Profile

Employees
101-250
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -