Stock Plan Service Providers


"Great content. You have the ability to explain very technical tax stuff and make it understandable."
Linda Hart, Director,
Payroll & Stock Administration, Box

We are the leading independent educational resource on equity compensation. Our excellence is attested by our awards and media coverage, our US patent, and the praise of those who use the site and license our content.

Stock plan providers take advantage of our engaging resources in two ways:

  • Content licensing
  • Staff education and training


With licensed educational content from, whether on your participant website, in email newsletters, on social media, or in other communications materials, you offer expert resources and improve the value of your services. You can also cut costs by reducing the number of participant inquiries to your call center.

In the form of our Knowledge Center, our engaging content is easy to customize, brand, and integrate into your website. The Knowledge Center drives website traffic, return visits, and account activation and usage. Combine your own features, such as online viewing of grant data or ESPP holdings, with customized versions of our dynamic tools and educational resources. This can be set up with a simple link from your own website and does not require any sign-in. Find out more with our video tour and information page.

Education & Training

Premium Memberships at the public version of are perfect for staff training and as an ongoing, always current resource. In addition, registered CEPs and CFPs can earn continuing education credits through the self-study courses in our Learning Center. These courses and exams can also be used for internal certification programs.

Separately, we have live and on-demand webinars that offer additional training and CE credits for financial advisors and other stock plan professionals.

Contact Us

Stock plan service providers who would like to explore the licensing of our content and/or tools, or memberships for their staff, should contact Bruce Brumberg (editor-in-chief and co-founder of directly at or at 617-734-1979.

Our Clients

Our licensing clients make stock plan education a key benefit of their offerings. Below are some of the major stock plan service providers that license or have licensed our content and/or bulk Premium Memberships for staff training and education. Each arranged a tailored, cost-effective service to add substantial value to their offering, marketing, and staff development.

Bank of New York Morgan Stanley Smith Barney
Computershare Charles Schwab
Fidelity UBS
E*Trade Deutsche Bank

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