THANK YOU TO OUR SPONSORS
Filter by:
DIAMOND CONFERENCE SPONSOR
Morgan Stanley at Work provides workplace financial benefits that build financial confidence and foster loyalty—helping companies attract and retain top talent. Our end-to-end solutions support your organization at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service; they include Equity, Retirement, Deferred Compensation, Executive Services, and Saving and Giving solutions. And while we’re fulfilling your company’s benefits needs, we’re also enhancing your employees’ financial well-being. Available with every solution we offer, our engaging Financial Wellness program provides employees with knowledge, tools, and support to help them make the most of their benefits and achieve their life goals.
Learn how to bring financial confidence to your workplace.
Visit: morganstanley.com/atwork
- Brokerage
- Financial education
- Global workplace solutions
- Plan administration
- Supplementary technology
- Other
Bank of America Workplace Benefits™ is a leading benefit solutions provider to more than 6 million participants from many of the world’s top companies. Our Stock Plan Services, offered by Merrill, deliver the experience, technology and personal service to help meet all your stock plan service needs.
And our broader Workplace Benefits™ offering can help you pursue an integrated approach to benefits that helps your employees plan for the future by inspiring better decisions today.
- Brokerage
- Financial education
- Global workplace solutions
At Computershare, we believe in fostering a culture of employee ownership. Our employee share plans are designed to engage, motivate, and align employees with corporate goals, ultimately driving better business performance.
For over 30 years, Computershare has managed employee equity plans across all major markets and global indices. With over 1,000 experts worldwide, our expertise spans all types of plans, whether global, country-specific, broad-based, performance, or executive. We are committed to investing in intuitive technology that simplifies employee equity plan management. We partner with more than 1,500 clients supporting over 5.2 million participants worldwide to help them build employee-centric, high-performing cultures.
- Global workplace solutions
- Plan administration
- Supplementary technology
UBS Workplace Wealth Solutions collaborates with corporate clients to deliver customized solutions across a range of programs for the workplace including financial wellness, retirement, equity plans and institutional consulting. We currently provide more than 10,000 employers and their 2 million employees in over 150 countries with access to financial guidance, benefits programs that prepare them for retirement, and an integrated experience that combines the right mix of people and technology. We work side-by-side with our clients so that their employees – and they – feel rewarded at work and optimistic about realizing their long-term financial goals.
- Brokerage
- Financial education
- Global workplace solutions
- Plan administration
Fidelity provides global equity administration solutions to ~860 clients and 2.8m+ participants1. We focus on:
- Product and service excellence – striving for consistent client satisfaction
- Flexible global recordkeeping; from full outsourcing to partial administration
- Integrated reporting and tax management capabilities
- Intuitive digital experience and participant education to help maximise engagement
- Global service in 150+ countries with multilingual support in ~200 languages 1
- 1,000+ dedicated global call-centre representatives available 24/5 1
- 200+ CEP certified staff 2
- More seamless integration across all workplace benefits via a single platform
1 Source: Fidelity Internal Reporting as of January 29, 2025.
2 As of March 2020, Certified Equity Professional Institute at Santa Clara University.
Fidelity Stock Plan Services, LLC provides recordkeeping and/or administrative services to a company's equity compensation plan. 1131525.2.0| © 2025 FMR LLC. All rights reserved.
- Global workplace solutions
Stock & Option Solutions is an end-to-end equity compensation partner helping companies design, administer, and scale successful stock programs. With over 25 years of experience, we combine deep expertise with hands-on support to keep plans compliant, scalable, and effective. From design through administration and analytics, we simplify complex equity environments. As part of the global AllShares network, we deliver integrated support to companies and participants worldwide.
- Plan administration
- Supplementary technology
KPMG Global Reward Services professionals can help your organization meet the challenges associated with global employee reward plan design, implementation, administration, tax effectiveness, and compliance.
Whether managing costs, improving performance, evaluating global aspects, or attracting and retaining talent, our experienced team can help your company throughout the lifecycle of your total rewards program.
- Accountancy
- Global workplace solutions
- HR consultancy
- Tax
Transform your workplace benefits with Schwab’s personalized approach to retirement plan services, equity management, and employee trade monitoring.
- Global workplace solutions
- HR consultancy
- Plan administration
EXPLORE OUR EXHIBITING COMPANIES
Filter by:
Aon’s 70 global equity compensation experts help organizations design, manage, and optimize stock-based awards, balancing corporate, employee, and shareholder interests with deep technical expertise.
- Global workplace solutions
Our Global Equity Services (GES) attorneys provide multinational companies with expert legal, regulatory, and tax advice on global equity compensation, including stock options, RSUs, and ESPPs. Working closely with colleagues worldwide, we deliver high-quality, integrated solutions that address complex cross-border challenges and support clients’ equity programs effectively.
- Legal
Bank of America Workplace Benefits™ is a leading benefit solutions provider to more than 6 million participants from many of the world’s top companies. Our Stock Plan Services, offered by Merrill, deliver the experience, technology and personal service to help meet all your stock plan service needs. And our broader Workplace Benefits™ offering can help you pursue an integrated approach to benefits that helps your employees plan for the future by inspiring better decisions today.
With 40 years of experience and prestigious credentials, Banque Transatlantique is an undisputed leader in the management of international equity plans, especially for the French side of non-French plan management. Almost 100 international companies have entrusted Banque Transatlantique with the management of their plans in France.
- Plan administration
Reduce cost, not commitment - Carver Edison helps public companies reduce expense and dilution from employee equity plans.
- Supplementary technology
Transform your workplace benefits with Schwab’s personalized approach to retirement plan services, equity management, and employee trade monitoring.
- Global workplace solutions
- HR consultancy
- Plan administration
At Computershare, we believe in fostering a culture of employee ownership. Our employee share plans are designed to engage, motivate, and align employees with corporate goals, ultimately driving better business performance.
For over 30 years, Computershare has managed employee equity plans across all major markets and global indices. With over 1,000 experts worldwide, our expertise spans all types of plans, whether global, country-specific, broad-based, performance, or executive. We are committed to investing in intuitive technology that simplifies employee equity plan management. We partner with more than 1,500 clients supporting over 5.2 million participants worldwide to help them build employee-centric, high-performing cultures.
Deloitte’s Global Employer Services (GES) practice delivers the full spectrum of services—from tax compliance, to rewards, risk, and consulting, to talent strategy and transformation—needed to manage a global workforce.
- Global workplace solutions
- HR consultancy
- Tax
Empower Stock Plan Services™, LLC (formerly OptionTrax) provides a digital-first equity compensation platform and expert plan advice for public and private companies globally.
- Financial education
- Global workplace solutions
- Supplementary technology
Equiniti is a fintech that connects the future of capital, communications, and governance - building trust and confidence in every market we serve. Our 5,000 employees support over 20 million shareholders and 12,000 leading organizations worldwide.
Rated #1 in client satisfaction according to Group Five’s leading industry survey, Equity Methods provides premier equity compensation modeling, valuation, management, and reporting services.
- Plan administration
- Supplementary technology
EY empowers organizations to thrive in a global workforce. We deliver mobility, payroll and rewards solutions that simplify compliance and unlock people‑led growth.
- Global workplace solutions
- HR consultancy
Fidelity provides global equity administration solutions to ~860 clients and 2.8m+ participants1. We focus on:
• Product and service excellence – striving for consistent client satisfaction
• Flexible global recordkeeping; from full outsourcing to partial administration
• Integrated reporting and tax management capabilities
• Intuitive digital experience and participant education to help maximise engagement
• Global service in 150+ countries with multilingual support in ~200 languages1
• 1,000+ dedicated global call-centre representatives available 24/51
• 200+ CEP certified staff2
• More seamless integration across all workplace benefits via a single platform
- Global workplace solutions
- Plan administration
Grantd’s AI-powered platform simplifies equity compensation, helping employers deliver clear guidance, optimize grant benefits, and drive the employee engagement and decisions necessary to attract and retain top talent.
Israel’s leading and largest equity compensation management and financial services company, serving over 3,000 private, public and international companies and more than 150,000 customers in Israel and worldwide.
- Brokerage
- Global workplace solutions
- Plan administration
Infinite Equity delivers end-to-end equity compensation solutions, combining strategic design, technical expertise, and full-service administration to build scalable ownership programs that align performance and reward.Infinite Equity delivers end-to-end equity compensation solutions, combining strategic design, technical expertise, and full-service administration to build scalable ownership programs that align performance and reward.
- HR consultancy
- Plan administration
Certent Equity Management transforms the way you work, enhancing compliance, improving efficiency, and driving better decision-making—all while freeing up valuable time for your team.
- Supplementary technology
J.P. Morgan recognizes that your company's success is fuelled by the exceptional commitment and dedication of its employees. Workplace Solutions offer a comprehensive suite of technology and services designed to empower your team to confidently manage their workplace incentives. Whether it's stock plan management for public and private companies, cap table management for start-ups, financial education, wealth-building tools and more, our intuitive resources help you to attract and retain talented individuals who share your company's vision. Contact us today to discover how we can empower your workforce.
- Brokerage
- Financial education
- Global workplace solutions
- Plan administration
- Supplementary technology
KPMG Global Reward Services professionals can help your organization meet the challenges associated with global employee reward plan design, implementation, administration, tax effectiveness, and compliance. Whether managing costs, improving performance, evaluating global aspects, or attracting and retaining talent, our experienced team can help your company throughout the lifecycle of your total rewards program.
- HR consultancy
- Legal
- Tax
At Siebert, we put people first. Our solutions are tailored to meet both your needs and your participants’ goals. We’re proud to support companies of all sizes with the dedication and service they deserve. From implementation and global plan expertise to executive services and real-time transaction reporting, we help streamline administration, strengthen compliance, and elevate the employee experience.
- Plan administration
Sprintax is a global fintech that specializes in non-resident tax compliance, providing a suite of software solutions which simplify tax determination, withholding, tax return filing and reclaim for individuals, investors, and organizations.
- Plan administration
- Tax
- Supplementary technology
Stock & Option Solutions is an end-to-end equity compensation partner helping companies design, administer, and scale successful stock programs. With over 25 years of experience, we combine deep expertise with hands-on support to keep plans compliant, scalable, and effective. From design through administration and analytics, we simplify complex equity environments. As part of the global AllShares network, we deliver integrated support to companies and participants worldwide.
- Plan administration
- Supplementary technology
Award-winning law firm specialising in all aspects of employee incentives. Tapestry also offers training and access to its unique OnTap database for global legal and tax compliance.
- Legal
- Supplementary technology
- Tax
UBS Workplace Wealth Solutions collaborates with corporate clients to deliver customized solutions across a range of programs for the workplace including financial wellness, retirement, equity plans and institutional consulting. We currently provide more than 10,000 employers and their 2 million employees in over 150 countries with access to financial guidance, benefits programs that prepare them for retirement, and an integrated experience that combines the right mix of people and technology. We work side-by-side with our clients so that their employees – and they – feel rewarded at work and optimistic about realizing their long-term financial goals.
- Brokerage
- Financial education
- Global workplace solutions
- Plan administration
Vialto helps companies and individuals work across borders. We combine professional expertise with cutting-edge technology to deliver immigration, tax, rewards, and related advisory services that enable global work.
- Global workplace solutions
- HR consultancy
- Supplementary technology
- Tax
THANK YOU TO OUR GEO AWARDS SPONSOR
Filter by:
PREMIER SPONSOR - GEO AWARDS
J.P. Morgan recognizes that your company's success is fuelled by the exceptional commitment and dedication of its employees. Workplace Solutions offer a comprehensive suite of technology and services designed to empower your team to confidently manage their workplace incentives. Whether it's stock plan management for public and private companies, cap table management for start-ups, financial education, wealth-building tools and more, our intuitive resources help you to attract and retain talented individuals who share your company's vision. Contact us today to discover how we can empower your workforce.
- Financial education
- Global workplace solutions
- Plan administration
- Supplementary technology