ESOP Partners Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

ESOP Partners is a financial services firm focusing on employee stock ownership plans, offering a dedicated ESOP expert as a single point of contact throughout the plan’s lifecycle. Headquartered in Appleton, Wisconsin, the company combines proactive consulting with ESOP administration and maintains a proprietary ESOP-specific technology platform to improve administration and prevent missteps. ESOP Partners provides comprehensive administration and compliance testing, including 409(p), and pairs these services with integrated consulting to support fiduciary obligations and the long-term sustainability of client ESOPs. For prospective ESOP clients, the firm offers free preliminary assessments, feasibility studies, plan design and implementation, initial transaction planning, and ownership culture consulting. Recent activity includes sponsorship and speaking engagements at several ESOP and employee ownership conferences in 2025 and 2026.

Find ESOP Partners employees' phone numbers or email addresses

ESOP Partners Global Highlights

Location
Employees

North America
36

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  • United States Of America
    36

Asia
1

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  • Bangladesh
    1

ESOP Partners's Leadership

  • Stylized image of a person
    J. W.
    Director Of Ownership Culture
    Phone icon
  • Stylized image of a person
    R. K.
    Director Of Administration
    Phone icon
  • Stylized image of a person
    S. T.
    Managing Director
    Phone icon
  • Stylized image of a person
    M. G.
    Human Resources Operations Manager
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  • Stylized image of a person
    J. A.
    It Manager
    Phone icon
  • Stylized image of a person
    K. R.
    Production Manager
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  • Stylized image of a person
    W. R.
    Senior Business Consultant
    Phone icon
  • Stylized image of a person
    K. K.
    Senior Business Consultant
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ESOP Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Community & Social Services
  • Finance
  • Other
  • Consultant

Contact profiles from ESOP Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    Director Of Ownership Culture
    Phone icon
    United StatesWisconsin
    Feb 19, 2026
  • Stylized image of a person
    R. K.
    Director Of Administration
    Phone icon
    United StatesWisconsin
    Apr 14, 2026
  • Stylized image of a person
    S. T.
    Managing Director
    Phone icon
    United StatesWisconsin
    Dec 09, 2025
  • Stylized image of a person
    M. G.
    Human Resources Operations Manager
    Phone icon
    United StatesWisconsin
    May 28, 2026
  • Stylized image of a person
    J. A.
    It Manager
    Phone icon
    United StatesWisconsin
    Jun 02, 2026
  • Stylized image of a person
    K. R.
    Production Manager
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    W. R.
    Senior Business Consultant
    Phone icon
    United StatesWisconsin
    Apr 16, 2026
  • Stylized image of a person
    K. K.
    Senior Business Consultant
    Phone icon
    United StatesWisconsin
    Sep 11, 2025
  • Stylized image of a person
    B. B.
    Senior Esop Administrator
    Phone icon
    United StatesWisconsin
    Jan 28, 2026
  • Stylized image of a person
    M. B.
    Senior Esop Administrator
    Phone icon
    United StatesFlorida
    Oct 17, 2024

Frequently Asked Questions

What is ESOP Partners known for?

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ESOP Partners was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 3601 East Evergreen Drive Suite 200 Appleton, Wisconsin 54913 United States; you can contact the main corporate office by phone at . Explore ESOP Partners's company overview page for more information.

What is ESOP Partners's most common email format?

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ESOP Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ESOP Partners email formats with LeadIQ.

How many employees does ESOP Partners have currently?

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ESOP Partners has approximately 32 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are ESOP Partners's key employees and leadership?

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As of May 2026, ESOP Partners's key employees include:

  • Director Of Ownership Culture: J. W.
  • Director Of Administration: R. K.
  • Managing Director: S. T.
  • Human Resources Operations Manager: M. G.
  • It Manager: J. A.

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