ESOP Consultants

Easily navigate the crowded vendor landscape

ESOP consultants provide advice and assistance to companies regarding employee stock ownership plans.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

Vendor Banner ESOP Consultants Q1  2024

Q1 March 2024: Winners

Top 0 ESOP Consultants

List of the top 0 ESOP Consultants in Shortlister as of March 2024, 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
    48 Vendors
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    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
    20000
    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
    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
    7868
    Lives Serviced
    2,304,004
    Funding
    None
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    401(k) Plan
    Profit Sharing Plan
    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
    - - -
    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
    - - -

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    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

    Carta

    We’re on a mission to create more owners. By building the global ownership management platform, we’re changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and ... View Full Profile

    Employees
    1700
    Lives Serviced
    Not Provided
    Funding
    500M
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    Employee Stock Ownership Plan (ESOP)
    Employee Stock Purchase Plan (ESPP)
    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
    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
    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

    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

    Hall Benefits Law, LLC

    HBL's experienced team provides employee benefits legal compliance support for ESOP Consultants and plan sponsors regardless of geographic location or company size... View Full Profile

    Employees
    10
    Lives Serviced
    250,000
    Funding
    1 None
    Minimum Group Size
    50 eligible
    Features
    Top Offerings
    Retirement Plan Consulting
    HR Compliance Services
    Employee Stock Ownership Plan (ESOP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    SentricHR

    At Sentric, we know your people are most important, and that’s why we’ve created an all-in-one solution to save time and make your life a little easier. SentricHR is a complete software solution, providing you with tools to manage onboarding, payroll, HR, ... View Full Profile

    Employees
    75
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    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
    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
    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

    Addition Wealth

    Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial ... View Full Profile

    Employees
    30
    Lives Serviced
    Not Provided
    Funding
    4.2M Venture Round
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Dashboard analytics
    Employee self-service
    Top Offerings
    Financial Education
    Financial Coaching
    Personal Investment Advisors
    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
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -