What Stock & Option Solutions does

Stock & Option Solutions (SOS) is a U.S.-based professional services firm founded in 1999 that specializes in outsourced equity compensation and stock plan administration. The company serves more than 1,000 clients cumulatively across its 25+ year history, ranging from early-stage startups to Fortune 500 enterprises in technology, healthcare, biotech, consumer, and automotive sectors. Its service portfolio spans incentive plan design, day-to-day stock plan administration, equity staffing and interim CEP placement, 6039 tax reporting, plan data and analytics, and project-based professional services for complex events such as IPOs and M&A. SOS operates a platform-agnostic delivery model, administering plans across Fidelity, E*Trade (Equity Edge Online), Schwab, Shareworks, Carta, and Certent, and supports HRIS-to-equity-platform API integrations with systems such as Workday and Oracle.

The business model is B2B professional services with quote-based, custom enterprise pricing tied to plan complexity, participant counts, and service scope. Go-to-market is sales-led with dedicated account managers, supplemented by channel partner development and active collaboration with industry associations including NASPP, CEPI, and GEO. SOS holds AICPA SOC 2 Type II certification for security, availability, and confidentiality, and was named to the Inc. 5000 List of Fastest Growing Private Companies.

Effective January 2026, SOS was acquired by AllShares, a global employee equity and ownership management company backed by growth capital firm Bregal Milestone. SOS now operates as 'Stock & Option Solutions, An AllShares Company,' maintaining its brand while gaining access to international delivery capability through the AllShares network.

Name

Stock & Option Solutions

Legal name

Stock & Options Solutions

Website

https://sos-team.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

Stock & Option Solutions is a U.S. professional services firm founded in 1999 that delivers outsourced equity compensation and stock plan administration to startups through Fortune 500 enterprises across multiple industries. It operates a platform-agnostic model spanning major equity and HRIS systems, and since January 2026 is part of the global AllShares network.

Ownership category

akta.pro rank

Product category

Equity Compensation Administration Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Equity Compensation & Global Share Plan Administration (BPACAHAI)

Keywords

• Equity plan administration
• Stock plan management
• Equity compensation services
• 6039 tax reporting
• Equity staffing solutions

Headquarters

HQ city

Campbell

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services - Outsourced Administration: Day-to-day stock plan administration outsourced to SOS certified professionals. Includes participant support, transaction processing, and ongoing plan maintenance.
2. Equity Staffing Solutions: Placement of certified equity professionals (CEPs) for interim support, project-based work, or long-term staffing augmentation.
3. 6039 Reporting Services: Year-end tax reporting services for equity compensation compliance.
4. Professional Services - Consulting: Strategic advisory for complex equity events including IPOs, M&A, plan design changes, and operational transitions.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Stock & Option Solutions provides outsourced equity compensation and stock plan administration services for U.S. companies. Its offerings span incentive plan design, day-to-day stock plan administration, equity staffing placement of Certified Equity Professionals (CEPs), 6039 tax reporting, plan data and analytics, and project-based professional services, delivered in a platform-agnostic model that supports multiple equity management systems (Fidelity, E*Trade, Schwab, Shareworks, Carta, Certent).

Differentiator

Problem solved

Functional benefit

Products and services

• Incentive Plan Design Strategic advisory and design services for new or existing equity compensation plans, helping companies structure incentive programs that meet business and talent goals. Targeted at U.S. companies of all sizes designing or restructuring equity plans.
• Outsourced Stock Plan Administration
• Equity Staffing
• Plan Data & Analytics
• Tax & 6039 Reporting
• Project Services / Professional Services

Quantifiable outcome

• Supported over 1,000 clients in 23+ years of operation
• +1 more outcomes

Named customers13 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature3 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• AllSharesflagshipStrategic or Co-development Partner · 22 January 2026AllShares acquired Stock & Option Solutions in January 2026 as part of its strategy to expand in the U.S. equity plan administration market. The deal adds SOS's 25+ years of platform-agnostic plan administration capabilities to AllShares' ownership management software, enabling combined organization to support clients across multiple countries and equity technology systems.
• NASPP (National Association of Stock Plan Professionals)coreOthersActive collaboration with NASPP to advance best practices, education, and operational excellence across the equity compensation industry.
• CEPI (Certified Equity Professional Institute - Santa Clara University)coreOthersPartnership with Santa Clara University's CEPI to support equity professional certification and continuing education in stock plan administration.
• GEO (Global Equity Organization)coreOthersActive collaboration with GEO to advance best practices, education, and operational excellence across the global equity compensation industry.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Equity Administration Solutions (EAS): Independent outsourced equity plan administration firm. Most direct head-to-head competitor to SOS, offering similarly platform-agnostic outsourced admin, 6039 reporting, and consulting to public and private company issuers across the US.
• Global Shares (J.P. Morgan): Equity plan administration platform and services provider, now part of J.P. Morgan. Competes directly with SOS in outsourced equity administration for multinational issuers, but adds proprietary global equity management software.
• Morgan Stanley at Work (Shareworks): Equity plan administration platform originating from Shareworks (Solium). Directly competes with SOS for outsourced equity administration mandates, particularly with public-company issuers using Shareworks as their platform of record.
• Certent (now part of TMF Group): Equity management software and services firm specializing in equity compensation, disclosure solutions, and financial reporting. Overlaps with SOS in disclosure/6039 reporting and equity plan administration services.

Broad incumbents

• Computershare: Large global transfer agent and employee equity services provider. Competes with SOS on equity plan administration, stock plan communications, and 6039 reporting, but as part of a much broader transfer-agent and corporate-trust portfolio.
• Fidelity Stock Plan Services: In-house equity plan administration arm of Fidelity Investments. SOS supports administration on the Fidelity platform for clients, but Fidelity also competes for end-to-end admin mandates directly.
• Schwab Equity Award Services: Stock plan services business of Charles Schwab (including Schwab EquiView). Competes with SOS in equity plan administration while also being one of the underlying platforms SOS administers on for clients.

Emerging players

• Carta: Cap table and equity management platform that has been expanding into public-company equity plan administration and related services. Overlaps with SOS on private-company cap table management and increasingly on RSU/option admin.
• Pulley: Cap table and equity management platform focused on private companies and late-stage startups. Adjacent competitor to SOS in private-company equity administration, particularly as it expands into RSU/option support services.
• Ledgy: European-headquartered equity management and cap table platform with growing US presence. Adjacent to SOS in private-company equity administration and expanding into employee equity participation workflows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/stock-and-option-solutions
• Xx.com/SOSXtra
• Facebookfacebook.com/sosteam

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stock & Option Solutions