THANK YOU TO OUR SPONSORS
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GEO AWARDS SPONSOR
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

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
- Financial education
- Global workplace solutions
- Supplementary technology
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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

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

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
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

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
EXPLORE OUR EXHIBITING COMPANIES
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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

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

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.

CSC is the world’s leading provider of global business administration and compliance solutions for every phase of the business and investment life cycle.
- Plan administration
- Tax
- Supplementary technology

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

EQ are specialists in helping you manage the ownership of your company through critical events across the corporate lifecycle. As trusted advisors, we provide strategic insight and operations expertise through Employee Plan Solutions and beyond.

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

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.
- 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

At JTC Employer Solutions, we always build share plan administration and trustee services around your objectives, not ours.
- Plan administration
- Trustee services

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

MUFG Corporate Markets, a division of MUFG Pension & Market Services connects millions of people with their assets, including equities, pension and superannuation, investments, property and other financial assets.

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

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
- Tax
- 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