Smith Equity Consulting – Professional Stock Administration & Equity Consulting Services

Professional Equity Management Consulting Services

We are Hiring Talent. Come Join our Team!

Bringing balance to your time and your equity plans

Smith Equity Consulting (SEC) is a consulting firm that specializes in the administration, accounting, reporting and education of the complex issues that companies face when it comes to stock-based compensation programs. We service private and public, domestic and multinational companies located in the San Francisco Bay Area and throughout the West Coast territory.

Used by companies around the world

Testimonials

Success Stories

Kelly has an extensive equity knowledge base, having served a diverse population of clients over the years. She is able to recognize and prioritize issues in projects, offering appropriate solutions and guidelines.

“Kelly is a great person to work with. I had the pleasure to work with Kelly for a few years at Reliant. Finance and Customer service always had a good relationship at Reliant but Kelly was one of the top people in Finance that I would always count on when I needed someone to work with to solve issues. I hope to work with Kelly in the future as I have enjoyed our easy going, professional relationship at Reliant.”

Kelly was a tremendous resource for me and my team. Her expertise with stock options and equity tracking was not only valuable but her knowledge of the various tracking solutions and competition was unmatched. I would highly recommend Kelly.

I have had the distinct pleasure to work with Kelly over many years. Her professionalism, attention to detail and customer service abilities are unmatched. Kelly is a natural leader and her knowledge of the stock plan industry is superb.