Contact us today
Tell us where your equity program needs support. We can help with plan administration, system implementation, process design, or a specific project.
Let's talk about your business
Contact us
Use the form below to describe your equity program and the help you need. We will review your note and follow up to discuss the scope, timing, and next steps.
What to expect
When you reach out to Accelerated Equity Plans, here's how we get started.
Initial consultation
We'll schedule a call to understand your current equity plan setup, pain points, and goals. No pressure, just a conversation about where you are and where you want to be.
Tailored proposal
Based on that call, we'll scope what you need: full administration, vendor support, or project-based help.
Onboarding
We take on the transition and setup work, so your existing processes keep running while we move them across.
Why companies trust AEP
50+
Years of combined experience
Our leadership alone accounts for more than fifty years across issuers, vendors, and advisory practices.
10
Certified Equity Professionals
Ten of the seventeen people on our team hold the CEP designation from the CEPI.
12+
Platform partners
We work with all major equity management platforms including Fidelity, Schwab, Morgan Stanley, and more.
100%
U.S.-based team
Every team member is based in the United States and works directly with client teams.