Outsourced Equity Administration that Scales with your Success.
Equity compensation is one of your most powerful tools for attracting and retaining top talent. But managing it requires meticulous compliance, accurate reporting, and ongoing expertise. Countsy’s outsourced Equity Administration team provides flexible, end-to-end support tailored to your stage of growth so you can maximize the value of your plans without adding headcount.
Why Countsy for Equity Administration?
Specialized expertise: Over 90% of Countsy’s Equity team are CEP Certified professionals.
Proven experience: Our team averages 12–20 years in the equity space.
Trusted partners: Preferred partner with Morgan Stanley, Carta, Qapita, and more.
Platform-agnostic: We support all major Equity Administration platforms.
Long-term relationships: 95% client retention rate speaks for itself.
With Countsy, you don’t just get a vendor. You gain an extension of your team.
We’re Experts in All the Best Equity Platforms
Scalable Equity Administration Services
Countsy offers the right-sized support you need, whether that’s a few hours a week, a dedicated full-time administrator, or project-based expertise.
Core Services
Equity plan and ESPP record maintenance
Participant demographic management
New grant administration (including vendor grant agreement workflows)
Option exercise and restricted stock vesting/release processing
Payroll tax withholding support
Reporting and reconciliation
Financial Reporting & Compliance
Stock-based compensation/ASC 718 expense disclosures
Black-Scholes option pricing model calculations
Fair value assumption documentation
Expense reporting module implementation and reconciliation
Audit-ready reporting and support
Equity Advisory & Projects
Equity plan design reviews and optimization
Employee and leadership training sessions
Stock splits, data audits, and special projects
Implementations and full data conversions
Flexible Equity Administration by Design
We know that every equity plan is different, and so are your internal resources. Countsy’s services are modular and scalable, adapting as your needs evolve:
Start lean with part-time support
Ramp up to full-time administration as you grow
Rely on custom advisory projects when unique challenges arise
More Than Equity Administration
Countsy is more than an equity partner. We also provide outsourced Accounting, Finance, and HR solutions so your back office can scale as seamlessly as your equity programs.
Ready to Simplify Equity Administration?
Count on Countsy to manage your Equity Administration with the expertise, flexibility, and reliability that high-growth companies demand.
Equity Administration and Stock Plan Compensation Videos
Need more than Equity Administration?
Countsy is your full-service outsourced Accounting and HR function.
Your comprehensive back office department
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Your comprehensive back office platform