Our Company

The core of our success is solid relationships, a principle deeply rooted in our philosophy. These relationships are driven through open dialogue, collaboration, and transparency. As industry leaders and educators, CompIntelligence is dedicated to asking hard questions, delivering insightful feedback, and motivating our teams to engage in reciprocal learning and growth.

We are better together, and we are devoted to building strong foundations for sustained success. This visionary approach is the reason why our customers are so successful year after year.

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Our FinTech Solutions

From start-ups to established public corporations, we offer tailored solutions that bridge Finance and Human Resources.

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Financial Close to Report

Streamline Your Financial Close: Accelerate, Accuracy, Reporting, and Results.

FP&A

FP&A

Take Command of Your Organization with Accurate Budgeting and Forecasting.

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Education

Empower Your Team: Learn, Adapt, and Excel with Comprehensive OneStream Training.

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Managed Services

Ensure Success Post-Go-Live: Reliable "Safety-Net" for Ongoing Support.

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Sustainability

Streamline Sustainability Reporting & Planning. Replace Excel and legacy tools with a modern solution that delivers fast, accurate insights.

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AI Services

Machine Learning, Predictive Analysis, Generative AI

Recruiting & Staffing

Recruiting & Staffing

Looking for the perfect match? Get connected with top talent in equity plan administration.

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Advisory Services

Ensure that your equity plans and processes perform at maximum efficiency and effectiveness.

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Managed Stock Plan Services

Get the expertise and resources tailored to meet your short-term support or a comprehensive long-term solution.

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Technical Services

Access advanced technology, expert insights, and dedicated resources  –seamlessly combined to elevate your stock plan management.

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CompXchange

Automate your HR, payroll, and stock plan systems to eliminate errors, reduce manual effort, and ensure accurate, consistent data across platforms.

Equity-Forecast

Total Rewards Portal

A unified employee portal that consolidates equity data, benefits (e.g., ESPP, tuition reimbursement), sales commissions, and more empowering clients to showcase the full value of work, drive retention, and support financial planning with tools like quarterly and annual statements.

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Grant/Bonus Recommendation

Streamline your grant and bonus calculations with a fully customizable solution that automates outputs based on criteria like division or tenure. Easily generate precise recommendations, equity distributions, and share files while integrating seamlessly with equity or payroll systems.

ESOP

Employee Stock Ownership Plan (ESOP)

Accelerate and simplify ESOP management with our comprehensive solution, offering full plan administration, an employee portal, and seamless execution of stock distribution events – all within a single system of record to track elections and transactions effortlessly.

Onestream DiamondPartner

CompIntelligence has been a strategic OneStream partner since 2012. Our business and partnership has grown in parallel over the years, enabling us to maintain Diamond Status since the inception of the Partnership Program. We've been mentor to other partners in the ecosystem. As such, we demonstrate a high level of expertise and dedication.

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Ready to talk? Get in touch with us.

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Client Testimonials

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As someone new to this model, CompIntelligence has shown tremendous value to us through our partnership. It is great to have access to knowledge and expertise from someone who is vested in a positive outcome for our participants and for administrative simplicity. CompIntelligence has provided a sense of comfort and security in knowing that whatever new wrinkles come our way, they will help us execute them seamlessly. Everything we have brought forward they have had experience managing, and they offer up best practices for us to consider. It’s not just having extra hands on deck to help us execute critical tasks, those extra hands come with experience, ideas, and strategic planning to add value as we plan for the future.

Luke Malloy

VP Human Capital

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I joined AXIS Capital last year knowing I was responsible for stock plan administration. I can’t tell you how thrilled I was after my first conversations with CompIntelligence. I knew immediately we were in good hands, and this was not going to be the pain point of my new job. The CompIntelligence staff is incredibly detailed, knowledgeable, responsive and organized, gets out in front of problems and is tenacious in their follow-up when things aren’t getting completed. CompIntelligence is truly a seamless part of the AXIS team and their partnership is invaluable to me.

Barbara Price

Executive Compensation Manager

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We continue to use CompIntelligence because of Daria Cintron’s deep client-service mentality. She is consistently proactive, reliable, responsive and timely. She is knowledgeable of E*TRADE’s Equity Edge® Online system, but when she discovers a gap in her knowledge, she does not hesitate to admit it and quickly does adequate research or works with the appropriate resource to fill the gap. On top of her technical skills, she is both professional and personable, which ensures our relationship with CompIntelligence is both dynamic and productive.

Laura E. O’Neil Steere

CPA, Assistant Controller

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CompIntelligence has been an excellent resource for Spirit AeroSystem, Inc. Spirit contracted with the CompIntelligence team to implement a new stock administration platform. The project included data reconciliation, process improvement, file implementation, and daily administration training on the new system. CompIntelligence listened to our needs and assigned the best representative based on those requirements. Allison Genovese, our assigned resource, was instrumental in moving Spirit forward. She answered questions quickly and thoroughly, was honest when she did not have answers, assisting us in tracking them down and guided us on how to maximize the system and our new vendor relationship. From day one, Allison has been fully invested in Spirit and I am grateful for her and the CompIntelligence team.

Serena Melder

Stock Administrator

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Animal Supply chose CompIntelligence to be our OneStream implementation partner because of their years of experience with OneStream, their responsiveness to our questions, and their deep understanding our situation. I was able to build a good rapport with CI quickly. Andrew Samonte was always willing to discuss options and offer honest feedback that we needed to hear on our decisions and timeline. Animal Supply made the correct decision selecting CompIntelligence. CI has been key for us to maintain focus on implementing the consolidation tool and not try to bring in items that were out of scope.

Brian Frederick

Director, FP&A

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Empowering Your Financial Journey

Empower your financial journey with confidence, guided by a team that has successfully led many organizations through transformative journeys. At CompIntelligence, our experience and expertise ensure your path is strategic, empowering, and built for success at every step.

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Stay Informed withCompIntelligence's Blogs

Explore practical guides, success stories, and thought leadership to empower your business decisions and drive growth. Stay connected, stay informed.

13 December 2024

22 November 2024

The CompIntelligence Team and I attended the 2024 OneStream WAVE conference in

19 November 2024

Working in equity compensation for almost 30 years, I’ve learned a thing or two