Equity management company for private and public organizations
Accelerated Equity Plans helps companies run compliant, efficient equity compensation programs with senior support across administration, systems, reporting, and strategic transactions.
The administrators who founded AEP in 2021 came from issuer stock plan teams, Deloitte's equity practice, and the brokers that service equity plans.
We manage stock plan administration from setup to compliance. We cover seasonal peaks and temporary gaps on your team, and we handle Mergers and Acquisitions, IPOs, SPACs, Corporate Actions, and Automation Design.
Your equity program answers to employees, shareholders, and auditors at the same time. A funding round, a new award type, or a move into a new country can put it out of step with all three. AEP builds and runs the program, from grant records through the filings your auditors ask for.
We work in benchmarking, reporting, and the systems your team already uses. You end up knowing whether a plan is competitive, whether you are ready for an audit, and why employees are not participating.
AEP works with growing startups, pre-IPO companies, and established public companies. Our team has supported equity programs in technology, biotech, financial services, and other industries.
We run the recurring work behind your stock plan, including grants, releases, reporting, compliance, and employee support. We can own the full program or add experienced help where your internal team needs it.
We help you choose, implement, and improve equity administration platforms. Our team works across Carta, Certent, Fidelity, Schwab, Morgan Stanley at Work, and Global Shares, so the recommendation starts with your requirements.
IPOs, acquisitions, corporate actions, and global expansion create more equity work than many internal teams can absorb. AEP provides experienced project support for the analysis, coordination, testing, and communication these events require.
We review how your equity program works today, document the gaps, and design processes your team can maintain. Our consultants also train administrators and help put the right controls in place.
Accelerated Equity Plans takes the recurring work off your internal team and keeps them in the loop on every decision. We handle plan adjustments, daily administration, and long-term planning. Your team stays the one signing off.
Our leadership has run equity on the issuer side at companies like Unity and Sonder, and on the vendor side at Fidelity and Morgan Stanley. Ten of the seventeen people on our team are Certified Equity Professionals.
