Equity Point
Equity Point is a U.S. professional services firm founded in 2018 that acts as a centralized advisory hub for corporate clients needing equity compensation staffing, outsourcing, and IRS 6039 compliance, matching them with vetted third-party providers through strategic partnerships and a relationship-driven sales model.
- Company typePrivate
- Founded2018
- HeadquartersSanta Ana, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Equity Point does
Equity Point is a privately held U.S. professional services firm founded in 2018 that operates as a centralized advisory hub in the equity compensation and stock plan management industry. Rather than developing proprietary technology, the firm functions as an intermediary that connects corporate clients — ranging from pre-IPO startups to established public companies — with vetted third-party providers for staffing, outsourcing, and compliance needs. Equity Point is founder-led by CEO Scott McDonald and CFO Mike McDonald, both with prior experience at other equity compensation providers, and operates with a small team (1-10 employees) that includes a Senior Vice President (Mark Hughes); it is headquartered in Santa Ana, California with a Bay Area contact footprint. The company positions itself as "unbiased" and relationship-driven, helping clients navigate vendor selection, IPO preparation, special projects, and ongoing plan administration without pushing a single proprietary solution.
The firm's revenue is generated across four streams: (1) Staffing & Consulting Services, placing temporary, temp-to-perm, or permanent equity compensation professionals and providing project-based consulting on corporate actions; (2) Outsourcing Services, matching clients with managed administration providers, brokers, and software vendors through strategic partnerships; (3) Year-End 6039 Compliance Services, performing outsourced generation, printing, mailing, and e-filing of IRS Forms 3921 and 3922 on a quote-based pay-as-you-go model; and (4) Partner Referral Fees, from revenue sharing when clients are matched to broker, software, service, and consultant partners such as CompIntelligence, My Equity Comp (MEC), and Global Shares. Pricing is uniformly quote-based with no public fee schedule, and the company emphasizes competitive pricing and unbiased guidance as primary differentiators. Go-to-market is consultative and sales-led, combining content marketing via company blog, partner referrals, and active participation at the NASPP National Conference to source enterprise and pre-IPO opportunities. The business model is essentially a niche consulting brokerage: low capital intensity, no proprietary IP, and revenue tied to the principal capacity of a small senior team plus partner commissions, with no external institutional funding evidenced.
Equity Point firmographics
Firmographics- Name
- Equity Point
- Legal name
- Equity Point LLC
- Website
- https://equitypoint.io
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Equity Point is a U.S. professional services firm founded in 2018 that acts as a centralized advisory hub for corporate clients needing equity compensation staffing, outsourcing, and IRS 6039 compliance, matching them with vetted third-party providers through strategic partnerships and a relationship-driven sales model.
- Ownership category
- akta.pro rank
Equity Point industry classification
Industry- Product category
- Equity Compensation Consulting
- NAICS
- Miscellaneous Intermediation (52391)
- akta.pro primary industry
- Equity Compensation & Global Share Plan Administration (BPACAHAI)
Keywords
Where Equity Point is headquartered
LocationHeadquarters
- HQ city
- Santa Ana
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Equity Point business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Staffing and Consulting Services: Revenue generated from placing temporary, temp-perm, and permanent consultants to support stock plan administration, as well as providing consultation on corporate actions and complex equity compensation projects.
- Outsourcing Services: Revenue from managing and administering client stock plans, including day-to-day administration, ESPP expensing, system implementations, conversions, and audits.
- Year-End 6039 Compliance Services: Revenue from providing IRS 6039 compliance services including generating, printing, mailing, and e-filing Form 3921 and Form 3922 with the IRS on behalf of clients.
- Partner Referral Fees: Revenue sharing arrangement where Equity Point receives referrals and commissions when matching clients with partner firms (brokers, software providers, service providers, consultants).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Year-End 6039 compliance services - quote-based pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Equity Point product offering
Product offeringCore offering
Equity Point is a specialized equity compensation consulting firm that serves as a central hub connecting companies with stock plan services through strategic partnerships. It offers three primary service lines: Staffing & Consulting (temporary, temp-perm, and permanent placement plus project consulting for stock plan administration), Outsourcing Services (matching clients with third-party equity plan administration providers, brokers, and software vendors), and Year-End 6039 Services (IRS compliance for Forms 3921 and 3922, including generation, printing, mailing, and e-filing).
Product overview
Equity Point operates as a centralized consulting hub for the equity compensation industry, offering three primary service categories: Staffing & Consulting (temporary staffing, permanent placement, and project-based consulting), Outsourcing Services (connecting clients with external equity plan administration providers, brokers, and software vendors), and Year-End 6039 Services (IRS compliance for Forms 3921 and 3922). Rather than a unified software product, Equity Point functions as a service broker that matches clients with the best solutions through its extensive network of strategic partnerships.
Differentiator
Problem solved
Functional benefit
Products and services
- Staffing & Consulting Services Provides temporary staffing, temp-perm placement, and project-based consulting support for stock plan administration, covering equity accounting, Section 16 filings, year-end reporting, system implementations, and executive compensation consulting. Targeted at companies with equity compensation programs that need flexible talent or specialized project expertise.
- Outsourcing Services Connects clients with outsourced equity plan administration providers, brokers, and software vendors through strategic partnerships. Covers day-to-day plan administration, ESPP expensing, brokerage and software implementation/conversions, and capitalization table audits. Targeted at companies looking to fully or partially outsource their equity plan administration function.
- Year-End 6039 Services IRS Section 6039 compliance services for companies with Incentive Stock Option (ISO) and Employee Stock Purchase Plan (ESPP) programs. Includes generating, printing, mailing, and e-filing Form 3921 (ISO exercises) and Form 3922 (ESPP first transfer of legal title) with the IRS on behalf of clients. Quote-based pricing with responses within 24 hours.
Companies that use Equity Point
Customer profileSegments4 records
Ideal customer profiles4 records
Equity Point technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Equity Point partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- CompIntelligencecoreCompIntelligence is shown as a partner logo on Equity Point's website. The partnership provides clients access to CompIntelligence's equity compensation solutions as part of Equity Point's consolidated service offerings.
- My Equity Comp (MEC)coreMy Equity Comp (MEC) is displayed as a partner logo on Equity Point's outsourcing page. The partnership expands Equity Point's network of outsourced service providers for stock plan management.
- Global SharescoreGlobal Shares is shown as a partner on Equity Point's website. Global Shares is a stock plan administration and equity management software provider, and the partnership allows Equity Point to recommend Global Shares' technology solutions to clients seeking software platforms.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Equity Point competitors and assessment
Company assessmentEmerging players
- Carta: Cap table and equity management platform that has expanded into equity compensation administration and 6039-style services—disrupting the legacy outsourced administration market that Equity Point routes clients into.
Direct peers
- CompIntelligence: Equity compensation consulting and managed services firm listed as a strategic partner of Equity Point, but also operates a competing practice with overlapping staffing, outsourcing, and special-project services in the same buyer segment.
- Equity Methods: Equity compensation consulting firm providing outsourced administration, plan design, valuation, and compliance support to companies with stock plans—directly comparable to Equity Point across staffing, consulting, and project-based equity comp services.
- Longnecker & Associates: Specialty equity compensation and executive compensation consulting firm serving public and pre-IPO companies—directly comparable in scope to Equity Point's consulting and plan design services.
- MyEquityComp (MEC): Outsourced equity plan administration provider and Equity Point partner that competes head-to-head in the same stock plan administration, ESPP, and cap table audit categories that Equity Point routes clients to.
Broad incumbents
- Deloitte (Human Capital – Compensation Consulting): Big 4 advisory practice offering executive and equity compensation consulting, HR transformation, and IPO readiness services—overlaps with Equity Point's consulting and pre-IPO segment at much larger scale and broader geographic reach.
- Computershare: Global leader in equity plan administration, transfer agency, and share registration—major incumbent serving the same buyer segment as Equity Point but at vastly larger scale across both US and international markets.
- Fidelity Stock Plan Services: Large-scale stock plan administration and brokerage provider offering recordkeeping, participant education, and trade execution for corporate equity plans—operates at much larger scale than Equity Point with an integrated brokerage model.
- Radford (Aon): Compensation and equity benchmarking/consulting division of Aon offering equity compensation advisory, survey data, and rewards consulting at materially larger scale and broader scope than Equity Point.
- Morgan Stanley at Work: Equity compensation and financial benefits platform from Morgan Stanley offering stock plan administration, brokerage, and financial wellness services to corporate clients—competes with the outsourcing side of Equity Point's partner network.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Equity Point social profiles
Digital presenceEquity Point financial estimates
Financial estimateRevenue estimate
Valuation estimate
Equity Point leadership team
Management profileNumber of profiles
Profiles3 records
Equity Point funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Equity Point 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 Equity Point
What does Equity Point do?
Equity Point is a specialized equity compensation consulting firm that serves as a central hub connecting companies with stock plan services through strategic partnerships. It offers three primary service lines: Staffing & Consulting (temporary, temp-perm, and permanent placement plus project consulting for stock plan administration), Outsourcing Services (matching clients with third-party equity plan administration providers, brokers, and software vendors), and Year-End 6039 Services (IRS compliance for Forms 3921 and 3922, including generation, printing, mailing, and e-filing).
Is Equity Point a public or private company?
Equity Point is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Equity Point founded?
Equity Point was founded in 2018. It employs 1 to 10 people.
Where is Equity Point based?
Equity Point is headquartered in Santa Ana, United States, in the North America region.
How does Equity Point make money?
Four revenue lines are on record. Staffing and Consulting Services are the primary driver. The others are outsourcing Services, year-End 6039 Compliance Services and partner Referral Fees.
Who are Equity Point's main competitors?
Carta is listed as an emerging player. Direct peers are CompIntelligence, Equity Methods, Longnecker & Associates and MyEquityComp (MEC). Broad incumbents are Deloitte (Human Capital – Compensation Consulting), Computershare, Fidelity Stock Plan Services, Radford (Aon) and Morgan Stanley at Work.
Does Equity Point have an API?
No public API is recorded for Equity Point.
What industry is Equity Point in?
Equity Point's product category is Equity Compensation Consulting. Its primary akta.pro industry code is BPACAHAI, Equity Compensation & Global Share Plan Administration. Its NAICS code is 52391.