CompIntelligence
CompIntelligence is a private Connecticut-based consulting and technology firm specializing in OneStream Software implementations and equity compensation services for North American enterprises, offering proprietary SaaS products (CompAnalytics, CompXchange), managed services, training, and AI advisory.
- Company typePrivate
- Founded2012
- HeadquartersOxford, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What CompIntelligence does
CompIntelligence is a private consulting and technology firm headquartered in Oxford, Connecticut, established in 2012 as a strategic partner of OneStream Software. The company operates in two primary verticals: Corporate Performance Management (CPM) consulting built around the OneStream platform — covering financial close and consolidation, FP&A, ESG reporting, education (CompTraining), managed services, and AI advisory (SensibleAI) — and Equity Compensation services spanning managed stock plan administration, advisory, equity accounting, recruiting and staffing, and technical services. Its customer base consists primarily of North American enterprise finance and HR organizations, with named clients including AXIS Capital, Wolfspeed, Terex, Ares Management, Antares Capital, Spirit AeroSystem, Alignment Healthcare, and UFP Industries.
The firm's core technology is centered on OneStream Software specialization, augmented by proprietary add-on products built on and alongside the OneStream platform. CompAnalytics is the flagship SaaS product connecting Finance to workforce and compensation data with role-based security and AI-enabled reporting via "Cora AI." CompXchange is a systems integration engine automating HR/payroll-to-equity-provider data mapping. Other proprietary modules include the ESOP Solution (with DocuSign integration), CompReporting (multi-source data consolidation with scheduled/on-demand refreshes), and a 6039 Compliance service. The company also packages OneStream's SensibleAI capabilities — predictive forecasting, anomaly detection, and generative AI — into an AI advisory service line including readiness assessment and pilot planning.
The revenue model is multi-stream and services-weighted. Professional services revenue comes from OneStream implementation, equity compensation advisory, recruiting/staffing, and technical development. Subscription recurring revenue is generated by CompAnalytics SaaS (available standalone or as a OneStream extension). Managed services revenue is derived from OneStream administration support and ongoing stock plan administration. Training is priced per day (e.g., $595/day for public classes with CPE credits). The company holds OneStream Diamond Partner status since the partnership program's inception, is the original training partner and one of the first three Globally Authorized Training Partners, and operates as a privately-held firm with no disclosed external investment or acquisition history.
CompIntelligence firmographics
Firmographics- Name
- CompIntelligence
- Legal name
- CompIntelligence
- Website
- https://compintelligence.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- CompIntelligence is a private Connecticut-based consulting and technology firm specializing in OneStream Software implementations and equity compensation services for North American enterprises, offering proprietary SaaS products (CompAnalytics, CompXchange), managed services, training, and AI advisory.
- Ownership category
- akta.pro rank
CompIntelligence industry classification
Industry- Product category
- Corporate Performance Management Consulting
- NAICS
- Software Publishers (5132), Management Consulting Services (54161), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)
- akta.pro secondary industries
- Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)
Keywords
Where CompIntelligence is headquartered
LocationHeadquarters
- HQ city
- Oxford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CompIntelligence business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- OneStream Consulting Services: Implementation, training, and managed services for OneStream Software. Includes financial close, FP&A, ESG, and AI implementation projects.
- OneStream Education/Training: CompTraining provides instructor-led training courses for OneStream users. Public classes and custom training delivered virtually or on-site. Earns CPE credits.
- Managed Stock Plan Services: Ongoing stock plan administration services utilizing client's existing equity systems. Flexible coverage from part-time to full-time support.
- Equity Compensation Advisory: Advisory services for stock plan administration including procedures review, documentation, participant training, IPO guidance, and corporate actions support.
- Recruiting & Staffing: Placement services connecting equity and compensation professionals with organizations. Temporary staffing, permanent placement, and temp-to-perm solutions.
- CompAnalytics SaaS: Workforce planning SaaS subscription connecting Finance to workforce compensation data. Available as standalone solution or OneStream extension.
- Technical Services: Custom development, data migration, system implementation, custom websites, and automation review services for equity compensation systems.
- 6039 Compliance Services: Full-service 6039 compliance including employee statements, IRS filings, and employee web portal access.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Ad-Hoc Reporting Using the OneStream Excel Add-in - 1-day course |
| Other | Pay-as-you-go | Designing OneStream Rules - 2-day course |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels7 records
CompIntelligence product offering
Product offeringCore offering
CompIntelligence delivers consulting, managed services, and proprietary software for two practice areas: (1) Corporate Performance Management built on the OneStream platform (Financial Close to Report, FP&A, ESG, SensibleAI, Education/CompTraining, Managed Services); and (2) Equity Compensation management (Advisory, Equity Accounting, Recruiting & Staffing, Managed Stock Plan Services, Technical Services). Its flagship software is the CompAnalytics SaaS for workforce compensation planning, complemented by the CompXchange HR/payroll-to-equity integration engine and supporting solutions like ESOP, CompReporting, Total Rewards Portal, and 6039 Compliance.
Product overview
CompIntelligence is a consulting and technology firm providing a portfolio of solutions centered around two core domains: Corporate Performance Management (CPM) focused on OneStream Software, and Equity Compensation management. The product suite is organized as a platform-plus-modules architecture. CompAnalytics serves as the flagship SaaS product for workforce planning, connecting HR, payroll, and finance data. CompXchange is the integration engine for HR/payroll and equity provider connectivity. Related modules include the ESOP Solution for employee stock ownership plans, CompReporting for multi-source data consolidation, and 6039 Compliance services. Under consulting services, the OneStream practice offers Financial Close to Report, FP&A, CompTraining (education), and Managed Services modules. SensibleAI provides AI/ML capabilities including predictive analytics and generative AI. Equity Compensation consulting includes Recruiting & Staffing, Advisory Services, Equity Accounting, Managed Stock Plan Services, and Technical Services, complemented by the Total Rewards Portal and Grant/Bonus Recommendation modules. The company positions itself as a OneStream Diamond Partner since 2012.
Differentiator
Problem solved
Functional benefit
Brands
- CompTraining: The education practice of CompIntelligence delivering OneStream training, launched from roots in Oracle Hyperion. Offers public classes and custom training for OneStream implementation users.
- CompXchange
- CompReporting
- SensibleAI
Products and services
- CompAnalytics A SaaS workforce compensation planning and analysis solution that connects Finance to workforce, HRIS, payroll, and compensation data. Provides real-time visibility, AI-enabled reporting (Cora AI), and role-based security for accurate budgeting, forecasting, and reporting.
- CompXchange A systems integration engine that automates data mapping and file integration between HR/payroll systems and equity providers. Supports inbound HRIS and payroll data and outbound data to all stock plan industry systems.
- ESOP Solution A comprehensive Employee Stock Ownership Plan management platform combining employer administration tools with an intuitive employee portal for ESOP elections, stock ownership tracking, and DocuSign integration for purchase agreements.
- CompReporting A reporting solution that consolidates and formats data from multiple sources with nightly or on-demand refreshes, supporting customizable PDF or Excel report generation and email distribution for stock plan administration.
- 6039 Compliance Solution A standard 6039 compliance service covering employee statements (Forms 3921 and 3922), IRS filings, and a self-serve employee website portal for equity compensation.
- Custom Websites Custom employee-facing websites for equity plan management including grant review/acceptance, confirmation statements, year-end tax information, and election portals.
- SensibleAI OneStream's AI and ML capability suite offering Sensible AI Forecast, Predictive Analysis, and Generative AI for corporate performance management, delivered with AI readiness assessment, pilot planning, training, and strategic road mapping.
- ESG Solutions Sustainability reporting and planning solutions built on OneStream's unified platform, including automated data collection, calculation models, emission factors integration, and transparent reporting dashboards.
- Financial Close to Report Consulting solutions for streamlining financial close processes including tax provisioning, cash flow automation, complex ownership calculations, financial consolidation, foreign currency analysis, intercompany eliminations, and Power BI reporting.
- FP&A Financial planning and analysis consulting solutions including revenue/COGS planning, balance sheet/working capital planning, workforce/labor planning, driver-based planning, rolling forecasts, scenario planning, and predictive analytics.
- CompTraining OneStream training services including public classes (Ad-Hoc Reporting, Designing OneStream Rules, Account Reconciliations) and custom training for project teams, administrators, power users, and end users, delivered virtually or on-site.
- Managed Services (OneStream) Flexible OneStream administration and support services including fully outsourced administration, infrastructure support, just-in-time backup administration, and special projects.
- Managed Stock Plan Services Ongoing stock plan administration services utilizing the client's existing equity systems, with flexible coverage ranging from part-time to full-time support.
- Grant/Bonus Recommendation A customizable solution for streamlining grant and bonus calculations based on criteria like division or tenure, with automated outputs and seamless integration with equity or payroll systems.
- Total Rewards Portal A unified employee portal that consolidates equity data, benefits (e.g., ESPP, tuition reimbursement), sales commissions, and more, with quarterly and annual statements for financial planning and retention.
- Recruiting & Staffing Talent placement services connecting equity and compensation professionals with organizations, including temporary staffing, permanent placement, and temp-to-perm solutions.
- Advisory Services Expert advisory services for equity plan optimization including procedures review, documentation, participant training, IPO guidance, new plan rollout, and corporate actions support.
- Equity Accounting Specialized equity accounting services including review of existing reporting processes, ongoing financial reporting support, stock-based compensation footnote preparation, and equity roll-forward reporting.
Quantifiable outcome
- North American market leader in ESG Solutions for OneStream
- +2 more outcomes
Companies that use CompIntelligence
Customer profileNamed customers11 records
Segments4 records
Ideal customer profiles4 records
CompIntelligence technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability7 records
Feature7 records
CompIntelligence partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship, core and minor.
- OneStream SoftwareflagshipCompIntelligence has been a strategic OneStream partner since 2012. The partnership has grown in parallel over the years, enabling CompIntelligence to maintain Diamond Status since the inception of the Partnership Program. CompIntelligence is also an original strategic partner and mentor to other partners in the ecosystem.
- OneStream Software (Solution Exchange)coreCompIntelligence is a member of the OneStream Solution Exchange, which enables them to offer CompAnalytics—a native solution that streamlines workforce compensation planning and analysis integrated with the OneStream platform.
- OneStream Software (Global Authorized Training Partner)coreCompIntelligence is the original training partner of OneStream Software and one of the first three Globally Authorized Training Partners. They deliver expert guidance and training to OneStream users across North America on behalf of OneStream.
- NASBA (National Association of State Boards of Accountancy)minorCompIntelligence is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registration ID No 121400). They offer CPE credits for their training courses.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
CompIntelligence competitors and assessment
Company assessmentEmerging players
- Workiva: Workiva is a leading ESG/sustainability reporting and SEC disclosure SaaS platform that competes with CompIntelligence's ESG Solutions offering, particularly for organizations that may opt for a dedicated ESG platform over an EPM-extension approach.
- Carta: Carta is a scaled equity management and cap table platform with growing stock plan administration capabilities, representing a platform-consolidation threat to CompIntelligence's equity compensation services and CompXchange integration layer.
Broad incumbents
- KPMG: KPMG's Advisory practice includes a significant OneStream implementation and EPM consulting arm that competes with CompIntelligence on large enterprise deals, with broader portfolio scale and global delivery.
- Deloitte: Deloitte's EPM/CPM practice includes OneStream deployments alongside broader finance transformation services, competing for the largest enterprise CPM engagements where CompIntelligence also bids.
Direct peers
- Crowe LLP: Crowe operates a dedicated OneStream implementation practice alongside audit and tax services, serving mid-market and enterprise CFOs with CPM/FP&A implementations that directly overlap CompIntelligence's core offering.
- Maven Hill Partners: Maven Hill Partners is a boutique OneStream-focused consulting firm offering implementation, managed services, and training — directly competing with CompIntelligence in the OneStream partner ecosystem.
- Wipfli: Wipfli is a Top 20 accounting and consulting firm with a OneStream practice serving middle-market CFOs with implementation, managed services, and FP&A consulting — directly comparable to CompIntelligence's engagement model.
- Plante Moran: Plante Moran runs a OneStream partner practice for financial close and FP&A implementations, targeting similar mid-market and enterprise finance leaders across the Midwest and beyond.
- Forvis Mazars (formerly BKD): Forvis Mazars, formed from the BKD merger, is a OneStream implementation partner with a CPM/FP&A consulting practice targeting middle-market enterprises — comparable in services, client size, and platform specialization.
- Andersen: Andersen (formerly Andersen Consulting/Andersen Tax) is a Diamond-level OneStream partner offering OneStream implementation, managed services, and EPM consulting — directly competing for the same CFO buyer with a similar services-plus-platform model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
CompIntelligence social profiles
Digital presenceCompIntelligence financial estimates
Financial estimateRevenue estimate
Valuation estimate
CompIntelligence leadership team
Management profileNumber of profiles
CompIntelligence funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CompIntelligence M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CompIntelligence
What does CompIntelligence do?
CompIntelligence delivers consulting, managed services, and proprietary software for two practice areas: (1) Corporate Performance Management built on the OneStream platform (Financial Close to Report, FP&A, ESG, SensibleAI, Education/CompTraining, Managed Services); and (2) Equity Compensation management (Advisory, Equity Accounting, Recruiting & Staffing, Managed Stock Plan Services, Technical Services). Its flagship software is the CompAnalytics SaaS for workforce compensation planning, complemented by the CompXchange HR/payroll-to-equity integration engine and supporting solutions like ESOP, CompReporting, Total Rewards Portal, and 6039 Compliance.
Is CompIntelligence a public or private company?
CompIntelligence is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CompIntelligence founded?
CompIntelligence was founded in 2012. It employs 51 to 100 people.
Where is CompIntelligence based?
CompIntelligence is headquartered in Oxford, United States, in the North America region.
How does CompIntelligence make money?
Eight revenue lines are on record. OneStream Consulting Services are the primary driver. The others are oneStream Education/Training, managed Stock Plan Services, equity Compensation Advisory, recruiting & Staffing, compAnalytics SaaS, technical Services and 6039 Compliance Services.
Who are CompIntelligence's main competitors?
Emerging players on record are Workiva and Carta. Broad incumbents are KPMG and Deloitte. Direct peers are Crowe LLP, Maven Hill Partners, Wipfli, Plante Moran, Forvis Mazars (formerly BKD) and Andersen.
Does CompIntelligence have an API?
No public API is recorded for CompIntelligence.
What industry is CompIntelligence in?
CompIntelligence's product category is Corporate Performance Management Consulting. Its primary akta.pro industry code is BPAEAGAO, Enterprise Application License Advisory, Vendor Management & Optimization, with a secondary code of BPAAACAC, Software/Application Support (SaaS, Enterprise Apps). Its NAICS code is 5132 and its SIC code is 7372.