Fidelity Stock Plan Services

Founded: 1946 · Boston, Massachusetts, United States · 1000+ employees · Private

About Fidelity Stock Plan Services

Fidelity Stock Plan Services offers comprehensive equity compensation plan administration and recordkeeping services for companies of all sizes, from startups to public organizations. Their main products include managing stock options, Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), and performance awards, providing integrated technology and support for both employers and employees to simplify equity management and maximize benefits.

Company Details

Website: https://www.fidelity.com/stock-plan-services/overview
Funding: Privately Held
LinkedIn: https://www.linkedin.com/company/fidelity-investments

Specializations

Equity Compensation
Plan Administration
Recordkeeping
Financial Services
Cap Table Management

Certifications

ISO 27001
PCI-DSS
SOC 2 Type II
HITRUST i1
ISO 27017
ISO 22301
ISO 27701

Products & Solutions (3)

Product	Category	Sub-Category	Description
Employee Stock Purchase Plans (ESPPs) Administration	finance	Financial Close & Accounting	Comprehensive recordkeeping and administration for your company's Employee Stock Purchase Plans.
Fidelity Stock Plan Services	finance	Financial Planning & Analysis	Streamlined equity compensation management for companies and their employees.
Stock Option Plans Administration	finance	Financial Close & Accounting	Comprehensive solutions and support for managing employee stock option and equity plans.

Notable Customers

Danaher Corporation