ESOP Partners logo

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
41

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  • United States Of America
    41

Asia
1

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  • Bangladesh
    1

ESOP Partners's Leadership

  • Stylized image of a person
    M. M.
    Business Consultant
    Phone icon

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
    M. M.
    Business Consultant
    Phone icon
    Jul 01, 2026

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; 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 34 employees as of July 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 July 2026, ESOP Partners's key employees include:

  • Business Consultant: M. M.

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