Infinite Equity

What Infinite Equity does

Infinite Equity is an employee-owned professional services and technology firm founded in 2019 and headquartered in San Francisco, California. The company specializes exclusively in equity compensation advisory and provides end-to-end coverage across the equity lifecycle: plan design (broad-based, executive, performance, ESPP), reporting and valuation (ASC 718 stock-based compensation, complex securities, Section 280G, proxy and Pay-vs-Performance reporting), equity administration (global compliance, cap table, liquidity events, corporate transaction support), and participant engagement (the IMPACT Program and educational communications). The firm is differentiated from pure-play consultancies by ten proprietary SaaS products—MyPerformanceAwards, MyFairValue, MyPvP, and MyPerformanceGraph for valuation and SEC disclosure workflows; My25kLimit, MyOptionExchange, MyStockMarketplace, and MyEquityChoice for participant communications; and Equity Abacus and EquiSync for governance, compliance, and payroll integration. These products integrate with major equity administration platforms (Shareworks, E*TRADE, Fidelity, Carta, Schwab, Bank of America).\n\nThe company serves a horizontal mix of public companies, private venture-backed companies, private equity portfolio companies, and family/founder-led companies, with named enterprise clients including Starbucks, Qualcomm, Papa John's, Asana, AGCO, J.Jill, GlobalFoundries, Confluent, and RB Global. The firm reports 1,000+ corporate clients, of which approximately one in four are private companies, and supports 30+ companies annually with liquidity events. Talent credentials—Certified Equity Professionals, Fellows of Global Equity, and NASPP Distinguished Equity Fellows—anchor a specialty knowledge position.\n\nThe business model blends professional services revenue (plan design, valuation, administration, communications) with recurring SaaS subscriptions and customized enterprise engagements priced on a quote basis. Distribution is primarily direct enterprise field sales supported by thought leadership (webinars, case studies, brochures, blog content) and joint research partnerships (most notably with Bank of America and Rutgers University). The firm holds SOC 2 Type 2, GDPR, and CCPA certifications and has been recognized with multiple industry awards (Golden Bridge, Disruptor, Globee, Stevie) and Inc. Best Workplaces recognition in both 2024 and 2025.

Name

Infinite Equity

Legal name

Infinite Equity, Inc.

Website

https://infiniteequity.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

51–100 employees

Short description

Infinite Equity is an employee-owned equity compensation advisory firm providing plan design, valuation, administration, and participant communications services alongside a suite of ten proprietary SaaS tools. It serves public companies, venture-backed private companies, PE portfolio companies, and family/founder-led firms across 1,000+ corporate clients.

Ownership category

akta.pro rank

Product category

Equity Compensation Software and Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

ESOP & Equity Compensation Valuation (ESOP, options, warrants) (FSAEAHAN)

akta.pro secondary industry

Financial Reporting Valuation (ASC 820/805, IFRS 13/3) (FSAEAHAB)

Keywords

• Equity compensation services
• Equity administration software
• Stock valuation reporting
• ESPP plan design
• Cap table management

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Plan Design: Consulting services for designing equity compensation programs including broad-based and executive equity plans, performance programs, and ESPPs.
2. Professional Services - Valuation & Reporting: Stock-based compensation valuation, ASC 718 reporting, complex securities valuation, and proxy/pay-vs-performance reporting services.
3. Professional Services - Equity Administration: Outsourced stock plan administration, global equity plan compliance, cap table management, and implementation support services.
4. Software Subscriptions (SaaS Products): Subscription-based access to proprietary equity management platforms including MyPerformanceAwards, MyFairValue, MyPvP, Equity Abacus, EquiSync, and participant engagement tools.
5. Education & Communication Services: Participant education programs including the IMPACT Program, communications strategy, microsites, videos, and training materials.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Infinite Equity provides professional services and proprietary SaaS for corporate equity compensation programs, covering plan design, reporting and valuation, equity administration, and participant engagement. Its technology suite (including MyPerformanceAwards, MyFairValue, MyPvP, MyPerformanceGraph, My25kLimit, MyOptionExchange, MyStockMarketplace, MyEquityChoice, Equity Abacus, and EquiSync) automates valuation modeling, cap-table reconciliation, ESPP/option/stock award administration, and participant communications for public and private companies.

Product overview

Infinite Equity is an equity compensation professional services firm that offers both software products and advisory services. The product portfolio consists of two main SaaS product lines: Performance & Valuation Solutions (MyPerformanceAwards, MyFairValue, MyPvP, MyPerformanceGraph) and Participant & Governance Tools (My25kLimit, MyOptionExchange, MyStockMarketplace, MyEquityChoice, Equity Abacus, EquiSync). These are complemented by four professional service offerings: Plan Design, Reporting & Valuation, Equity Administration, and Participant Engagement/Communications. The software products work both individually and together as an integrated suite, while the services provide end-to-end equity lifecycle support from plan design through participant communication.

Differentiator

Problem solved

Functional benefit

Brands

• MyPerformanceAwards: Performance award transparency tool providing participants with personalized dashboards showing progress and potential value.
• MyFairValue
• MyPvP
• MyPerformanceGraph
• My25kLimit
• MyOptionExchange
• MyStockMarketplace
• MyEquityChoice
• Equity Abacus
• EquiSync

Products and services

• Plan Design Advisory service that designs and optimizes corporate equity compensation plans, including stock options, RSUs, ESPPs, and other long-term incentive awards, for public and private companies.
• Reporting & Valuation Service that performs financial reporting valuations (e.g., ASC 718 / IFRS 2), tax valuations, and related disclosures for equity compensation programs of corporate issuers.
• Equity Administration Outsourced administration of stock option, RSU, ESPP, and other equity award programs, including grant processing, vesting, exercises, and reporting for corporate clients.
• Participant Engagement Service that supports communications, education, and engagement with employees and other participants regarding their equity awards, including modeling tools and educational content.
• MyPerformanceAwards SaaS module that administers performance-based stock awards and long-term incentive plans for corporate issuers, with rule logic for vesting conditions and payouts.
• MyFairValue SaaS module that calculates fair values for stock options and other equity awards, supporting ASC 718 / IFRS 2 reporting and disclosures.
• MyPvP SaaS module that supports Employee Stock Purchase Plan (ESPP) administration, including purchase period tracking, lookback provisions, and participant eligibility.
• MyPerformanceGraph SaaS module that delivers graphical analytics and visualization of participant equity performance, including vesting schedules, projected values, and award status.
• My25kLimit SaaS module that tracks the IRS §422 $25,000 (annual) and $100,000 vesting-limit rules for Incentive Stock Options (ISOs) on a per-participant basis.
• MyOptionExchange SaaS module that supports the modeling, execution, and administration of stock option exchange programs for corporate issuers.
• MyStockMarketplace SaaS module that supports the operation of an internal stock marketplace/tender process for participants of private-company equity programs.
• MyEquityChoice SaaS module that enables participants to make elections on equity awards and supports modeling and communication of those elections.
• Equity Abacus SaaS module that supports equity compensation accounting, journaling, and back-office workflows for corporate issuers.
• EquiSync SaaS module that provides data synchronization and integration between Infinite Equity's platform and client HR, payroll, finance, and equity systems.

Quantifiable outcome

• Faster, more predictable valuation cycles
• +4 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature10 records

Partnerships

Twelve partnerships are on record, tiered minor and core.

• Carver EdisonminorStrategic or Co-development PartnerPartnership for cashless ESPP participation options. Helps employees invest in company stock without financial barriers by providing financing solutions.
• Bank of AmericacoreStrategic or Co-development PartnerCollaborative research report on broad-based ownership exploring advantages of offering employees equity through LTIPs and ESPPs. Published with Rutgers University.
• Rutgers UniversitycoreStrategic or Co-development PartnerCollaborative research partnership with Bank of America and Infinite Equity exploring broad-based employee ownership advantages through LTIPs and ESPPs.
• Lowenstein SandlerminorStrategic or Co-development PartnerFeatured as expert panelist in webinar on private company equity programs covering plan design, post-termination decisions, and employee communication.
• MantleminorStrategic or Co-development PartnerStartup ecosystem expert featured in webinar on designing and managing equity compensation for high-growth companies.
• CorporaminorStrategic or Co-development PartnerExpert contributor in webinar on equity compensation strategies for high-growth companies.
• TapestryminorStrategic or Co-development PartnerFeatured in webinar on global equity hotspots covering 2026 changes and program adjustments for stock plan teams.
• MercerminorStrategic or Co-development PartnerPartnered on Pay Versus Performance Year 2 webinar to help companies outline tasks needed for PVP compliance.
• Fidelity InvestmentsminorStrategic or Co-development PartnerCo-research with Fidelity Investments exploring ESPP costs and benefits and financial engineering for ESPPs.
• 360 AdvancedminorOthersIndependent audit firm that conducted SOC 2 Type 2 audit for Infinite Equity.
• PaveminorStrategic or Co-development PartnerCompensation platform partner featured in webinar on evolving equity compensation strategy for growing companies.
• Glass LewisminorStrategic or Co-development PartnerProxy advisory firm research referenced in masterclass on administrative efficiencies and executive stock ownership.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Carta: Carta is a leading equity management platform serving private and public companies with cap table, 409A valuations, ASC 718 reporting, and equity administration. It directly competes with Infinite Equity in private-company valuation and increasingly in broader equity program software.
• Compensia: Compensia is an executive compensation and corporate governance consulting firm serving technology and life sciences companies, with overlap to Infinite Equity in equity plan design and performance program advisory.
• Equity Methods: Equity Methods is a closely comparable equity compensation valuation and consulting firm offering ASC 718 valuations, proxy/PVP reporting, and software tools (e.g., eValuator) to public and private companies. It is the most direct head-to-head competitor to Infinite Equity's core services and SaaS portfolio.

Broad incumbents

• BDO USA: BDO is a major accounting and advisory firm with a dedicated equity compensation practice offering valuations, administration, and reporting services. It is a broader professional services peer that Infinite Equity both complements and competes against for ASC 718 and proxy work.
• Morgan Stanley at Work (Shareworks): Morgan Stanley at Work, built around Shareworks and E*TRADE, is one of the largest equity administration platforms serving public companies globally. It overlaps directly with Infinite Equity's administration and reporting services but at massive scale and as part of a broader wealth management stack.
• Fidelity Stock Plan Services: Fidelity's Stock Plan Services business administers equity plans for thousands of public and private issuers. It is a key integration partner and competing platform for stock plan administration, valuation, and participant communications.
• Radford (Aon): Radford, part of Aon, provides compensation benchmarking and equity program design consulting to public and private technology and life sciences companies. It is a comparable advisory peer for executive and broad-based equity plan design work.
• Mercer: Mercer is a global consulting firm with a strong executive compensation and broad-based equity practice. It competes with Infinite Equity on plan design, performance programs, and PVP reporting, and has partnered with Infinite Equity on client webinars.
• Schwab Stock Plan Services: Charles Schwab's Stock Plan Services administers equity awards for public and private companies. It competes with Infinite Equity on the administration side and is referenced as one of Infinite Equity's integrated technology partners.

Emerging players

• Pave: Pave is a compensation intelligence platform that handles equity benchmarking, valuation, and total rewards workflows. It is an emerging competitor and partner in the equity compensation software space, particularly for growing private companies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/infinite-equity-inc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

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 Infinite Equity