Stock Plan Operations That Scale With Confidence

Accurate, compliant, and audit-ready administration that streamlines transactions, strengthens controls, and gives your team confidence.

Trusted by the World’s Leading Companies

Fortune 500s and high-growth innovators rely on Infinite Equity when accuracy is non-negotiable. We don’t just administer stock plans — we operationalize them with the rigor of a financial control function.

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What Your Company Gains with Infinite Equity

A well-designed equity program engages employees and builds a sense of ownership while driving measurable business outcomes. Benchmark your current plans and market practices to ensure your program is competitive, effective, and aligned with business goals.

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Rigorous Compliance

Every grant, vest, and exercise is aligned with ASC 718, SEC reporting, and global tax requirements.

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Audit-Defensible Control Frameworks

Processes and documentation are engineered to anticipate auditor inquiries and pass PCAOB-level scrutiny.

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Operational Excellence Across Platforms

We optimize Shareworks, E*TRADE, Fidelity, Carta, and Bank of America to Schwab and beyond — to streamline workflows and eliminate bottlenecks.

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Participant Engagement

Employees receive timely, targeted communications that demystify equity and drive engagement across the award lifecycle.

Expert Equity Administration for Scalable Growth

Learn how Infinite Equity transforms stock plan operations into a strategic advantage. With proven expertise across platforms like Shareworks, Fidelity, and Carta, our team ensures precision, compliance, and confidence in every transaction—so your organization can scale with ease. 

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Our Approach

  1. Data Integrity First – Clean, validated data across all systems creates a reliable foundation.
  2. Transaction Accuracy – Grants, vesting, exercises, and settlements executed with precision.
  3. Regulatory Alignment – ASC 718 compliance, tax treatment, and SEC reporting built into every deliverable.
  4. Continuous Optimization – Regular process reviews to strengthen controls, boost efficiency, and adapt to evolving requirements.
  5. Employee Experience – Equity communications designed to educate and motivate employees.

Elevate Your Stock Plan

Related Resources

Explore expert insights and practical tools to help your team streamline administration, enhance compliance, and deliver audit-ready results with confidence.

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