National Center for Employee Ownership

A nonprofit started in 1981 by two Senate staffers whose first grant applications went nowhere, which made itself self sustaining by selling what it knew and became the reference desk of the employee ownership field.

  • www.nceo.org
  • Guild
  • Covina, CA
  • Other membership organization
  • Read from public sources, Oct 2026
42named by NCEO
328named by peers

Financial profile

National Center For Employee Ownership · EIN 52-1210536 · 501(c)(3)

Fiscal yearTotal revenueContributionsProgram servicesTotal expensesNet assetsYear end
FY2025$5,368,786$1,349,554$3,725,164$5,637,782$2,028,681Dec 2025
FY2024$5,275,433$1,717,190$3,249,628$4,940,094$2,297,677Dec 2024
FY2023$4,442,185$1,181,717$3,060,726$4,225,396$1,962,338Dec 2023
FY2022$3,999,060$1,086,007$2,722,814$3,731,685$1,586,564Dec 2022
FY2021$3,448,060$1,444,336$1,734,961$2,668,265$1,594,929Dec 2021
FY2020$2,470,099$1,051,431$1,073,166$2,320,329$815,134Dec 2020

Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.

Something wrong here? Tell us what we missed.

Peer societies

Five societies NCEO is read alongside.

Who backs NCEO

Every company NCEO names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.

CompanySupport as publishedAlso named by
Blue & Co.Meeting sponsorACSA AHIMA CLI DSCUS FHCA +3
CLAMeeting sponsorAHCA A ALGA CBA CA +3
Eide BaillyMeeting sponsorAEE BCC BMCE CBA CADA +3
Forvis MazarsMeeting sponsorAHCA ABA ACEC AFA AHLA +3
J.P. MorganMeeting sponsorASCA AFP AGA CFC GFOA +3
Morgan StanleyPublished as The ESOP Group at Morgan StanleyMeeting sponsorAAUW AFA AFA AFP ATW +3
PNCMeeting sponsorAFP AFP AWSF BGACC CRCC +3
Raymond JamesMeeting sponsorABA ACUMA ASCU CBA CUNA +3
RSMMeeting sponsorAAA AFSA A ACMP AGA +3
UBSPublished as The Captial ESOP Group-UBSMeeting sponsorAHEPA AFP CPARF CFC ECF +3
McDermott Will & SchulteMeeting sponsorACB DSCUS MFA NLADA The ESOP Association
EOS WorldwideMeeting sponsorCACC GMCC IFCC TCRCC
ChartwellMeeting sponsorACEC The ESOP Association
RBC Wealth ManagementPublished as RBC Wealth Management The ESOP GroupMeeting sponsorEP NCPA
Blue Ridge ESOP AssociatesPublished as Blue RidgeMeeting sponsorThe ESOP Association
Butcher Joseph & Co.Published as Butcher JosephMeeting sponsorThe ESOP Association
Empire Valuation ConsultantsMeeting sponsorThe ESOP Association
ESOP OneMeeting sponsorThe ESOP Association
ESOP PartnersMeeting sponsorThe ESOP Association
GreatBanc Trust CompanyPublished as GreatBancMeeting sponsorThe ESOP Association
Praxis Consulting GroupPublished as PraxisMeeting sponsorThe ESOP Association
SES ESOP StrategiesPublished as SES ESOP Strategies, a Stevens & Lee CompanyMeeting sponsorThe ESOP Association
TI-TRUSTMeeting sponsorThe ESOP Association
3LS Professional ServicesMeeting sponsorOnly NCEO, so far
6 LeversMeeting sponsorOnly NCEO, so far
Boulay GroupMeeting sponsorOnly NCEO, so far
Certified EOMeeting sponsorOnly NCEO, so far
ESI EquityMeeting sponsorOnly NCEO, so far
Grassi AdvisorsMeeting sponsorOnly NCEO, so far
Great Lakes Retirement Plan ConsultantsMeeting sponsorOnly NCEO, so far
GRITT Business CoachingMeeting sponsorOnly NCEO, so far
Grossman Yanak & FordMeeting sponsorOnly NCEO, so far
Levenfeld PearlsteinMeeting sponsorOnly NCEO, so far
Markey'sMeeting sponsorOnly NCEO, so far
PCE Investment BankersMeeting sponsorOnly NCEO, so far
Prairie Capital AdvisorsPublished as PrairieMeeting sponsorOnly NCEO, so far
SKORMeeting sponsorOnly NCEO, so far
Strategic Talent PartnersMeeting sponsorOnly NCEO, so far
The DVS GroupMeeting sponsorOnly NCEO, so far
The Great Game of BusinessMeeting sponsorOnly NCEO, so far
The Menke GroupMeeting sponsorOnly NCEO, so far
Vrakas CPAs + AdvisorsMeeting sponsorOnly NCEO, so far
Sources: 1 published list, read October 2026

Thank You to Our 2027 Sponsors. Read October 14, 2026. Sponsors of the 2027 Annual Employee Ownership Conference in Pittsburgh.

Something wrong here? Tell us what we missed.

Who backs NCEO's peers, but not NCEO

Companies named publicly by at least one of NCEO's five peer societies, and not found in NCEO's reviewed public records.

CompanyIFEBPWThe ESOP AssociationPeers
Bank of AmericaNamedNamed2 of 3
GallagherNamed2026 Strategic Partners2 of 3
3NickelsNamed1 of 3
617MediaGroupNamed1 of 3
9amHealthNamed1 of 3
A Sales Growth CompanyNamed1 of 3
A&S Financial ServicesNamed1 of 3
Abacus IntelNamed1 of 3
ABS Global InvestmentsNamed1 of 3
Acclaro Valuation Advisors2026 Silver Partners1 of 3
AchieversNamed1 of 3
Addition WealthNamed1 of 3
Advanced Medical Pricing SolutionsPublished as AMPSNamed1 of 3
AetnaNamed1 of 3
AffirmityNamed1 of 3
AkeronNamed1 of 3
Alerus Financial2026 Silver Partners1 of 3
Alexander GroupNamed1 of 3
Alidade CapitalNamed1 of 3
Amalgamated BankNamed1 of 3
Amalgamated Bank of ChicagoPublished as Amalgamated Bank of Chicago (ABOC)Named1 of 3
Amalgamated Family of CompaniesNamed1 of 3
Ambrose Advisors2026 Platinum Partners1 of 3
American Realty AdvisorsNamed1 of 3
Amplifon Hearing Health CareNamed1 of 3
AmwinsNamed1 of 3
AnaplanNamed1 of 3
Anthem Blue Cross and Blue ShieldNamed1 of 3
AonNamed1 of 3
ArganoNamed1 of 3
Argent Trust Company2026 Gold Partners1 of 3
ASB Real Estate InvestmentsNamed1 of 3
Aspire Leadership2026 Gold Partners1 of 3
ATI Physical TherapyNamed1 of 3
AudicusNamed1 of 3
Avante HealthNamed1 of 3
AwardcoNamed1 of 3
Bank of LaborNamed1 of 3
Basic CapitalNamed1 of 3
Baudville BrandsNamed1 of 3
BeneblocNamed1 of 3
BeneCard PBFNamed1 of 3
BenefitDrivenNamed1 of 3
BenepassNamed1 of 3
BenesysNamed1 of 3
beqomNamed1 of 3
Berkshire Hathaway Specialty InsuranceNamed1 of 3
Berman TabaccoNamed1 of 3
BettercompNamed1 of 3
BGONamed1 of 3
Blackhawk NetworkNamed1 of 3
BlackstoneNamed1 of 3
Blue Horizons GroupNamed1 of 3
BNY InvestmentsNamed1 of 3
BonfyreNamed1 of 3
Boston PartnersNamed1 of 3
BPAS2026 Silver Partners1 of 3
Bridgeway Benefit TechnologiesNamed1 of 3
Brooke Private EquityNamed1 of 3
Business Transition Advisors2026 Gold Partners1 of 3
Byrne Software TechnologiesNamed1 of 3
CANARX GroupNamed1 of 3
Canary BenefitsNamed1 of 3
CancerBridgeNamed1 of 3
CancerNavigatorNamed1 of 3
CandorIQNamed1 of 3
CanidiumNamed1 of 3
Capital GroupNamed1 of 3
CaptivateIQNamed1 of 3
Cardio DiagnosticsNamed1 of 3
Cardioptics Screening ServicesNamed1 of 3
Careington InternationalNamed1 of 3
CarelonNamed1 of 3
CarrotNamed1 of 3
Carrum HealthNamed1 of 3
Castlight HealthNamed1 of 3
CBIZNamed1 of 3
Cerity PartnersNamed1 of 3
Certified Employee Owned2026 Gold Partners1 of 3
CheironNamed1 of 3
CI SBH Asset ManagementNamed1 of 3
Cigna HealthcareNamed1 of 3
ClaimDOCNamed1 of 3
Cohen, Milstein, Sellers, & TollNamed1 of 3
ColorNamed1 of 3
Columbia Threadneedle InvestmentsNamed1 of 3
Comp TechnologiesPublished as Comp Technologies LTDANamed1 of 3
CompBldrNamed1 of 3
CompportNamed1 of 3
Comprehensive Healthcare SystemsNamed1 of 3
CompToolNamed1 of 3
ComputershareNamed1 of 3
Conifer Health SolutionsNamed1 of 3
Coolabah Capital InvestmentsNamed1 of 3
CulpepperNamed1 of 3
Customers BankNamed1 of 3
CVS CaremarkNamed1 of 3
DCI ConsultingNamed1 of 3
DecusoftNamed1 of 3
DeloitteNamed1 of 3
Delta DentalNamed1 of 3
DYNTLNamed1 of 3
Eli LillyPublished as Eli Lilly & CoNamed1 of 3
Elite RewardsNamed1 of 3
eMedNamed1 of 3
EmpiRx HealthNamed1 of 3
EmpowerNamed1 of 3
EmpsightNamed1 of 3
Encore FiduciaryNamed1 of 3
Epic Hearing HealthcareNamed1 of 3
EPLANNamed1 of 3
Equity MethodsNamed1 of 3
ERI Economic Research InstituteNamed1 of 3
Ernst & YoungPublished as Ernst YoungNamed1 of 3
ESOP Structuring Specialists2026 Platinum Partners1 of 3
Estate Resolution TechnologiesNamed1 of 3
Everest Funeral ConciergeNamed1 of 3
Evernorth Health ServicesNamed1 of 3
EverstageNamed1 of 3
Exact SciencesPublished as Exact Science is Now AbbotNamed1 of 3
EyeMed Vision CareNamed1 of 3
Federated HermesNamed1 of 3
Fengate Asset ManagementNamed1 of 3
Fidelity InvestmentsNamed1 of 3
First Hill Trust CompanyNamed1 of 3
Forma.aiNamed1 of 3
Foster & FosterNamed1 of 3
FruitionNamed1 of 3
Full-Circle AftercareNamed1 of 3
FW CookNamed1 of 3
Gallagher Fiduciary AdvisorsNamed1 of 3
Garner HealthNamed1 of 3
GCM GrosvenorNamed1 of 3
Genomic LifeNamed1 of 3
GMS Global Mobility SolutionsNamed1 of 3
Goldfinch HealthNamed1 of 3
GRAILNamed1 of 3
Grant ThorntonPublished as Grant Thornton AdvisorsNamed1 of 3
Graystone Consulting (Morgan Stanley)Published as Graystone ConsultingNamed1 of 3
GreatpointHRNamed1 of 3
Green ImagingNamed1 of 3
Green LightNamed1 of 3
Hach Rose Schirripa & CheverieNamed1 of 3
Hamilton LaneNamed1 of 3
Health Portal SolutionsNamed1 of 3
HealthBook+Named1 of 3
HealthClaim ReviewNamed1 of 3
HealtheeNamed1 of 3
HealthPlanIQNamed1 of 3
Hello HeartNamed1 of 3
Herron PalmerNamed1 of 3
Hines & AssociatesNamed1 of 3
Hinge HealthNamed1 of 3
Horizon Actuarial ServicesNamed1 of 3
Hound DiagnosticsNamed1 of 3
HRSoftNamed1 of 3
HumanaNamed1 of 3
HyperEquityNamed1 of 3
IncentivateNamed1 of 3
Included HealthNamed1 of 3
Income Research + ManagementNamed1 of 3
Innovative Rx StrategiesNamed1 of 3
InnovyneNamed1 of 3
InspirusNamed1 of 3
Intercontinental Real EstateNamed1 of 3
International Thought Leader NetworkNamed1 of 3
InvescoNamed1 of 3
Investment Performance ServicesNamed1 of 3
J.P. Morgan Asset ManagementNamed1 of 3
Janus Henderson InvestorsNamed1 of 3
JBM Computer ConsultantsNamed1 of 3
JDXpertNamed1 of 3
John Hancock Retirement Plan ServicesNamed1 of 3
Johnson & KrolNamed1 of 3
Judi HealthNamed1 of 3
JunoNamed1 of 3
Kessler Topaz Meltzer CheckNamed1 of 3
KinderCarePublished as KinderCare Learning CompanyNamed1 of 3
Krieg DeVault2026 Silver Partners1 of 3
KrogerNamed1 of 3
Kroger Prescription PlansNamed1 of 3
Labaton Keller SucharowNamed1 of 3
LaborFirstNamed1 of 3
LanternNamed1 of 3
Learning Care GroupNamed1 of 3
Levels.fyiNamed1 of 3
Lexora Federal ComplianceNamed1 of 3
Liberty MutualNamed1 of 3
Lieff Cabraser Heimann & BernsteinNamed1 of 3
Life Line ScreeningNamed1 of 3
LifeSpeakNamed1 of 3
Linea SolutionsNamed1 of 3
LINEN CloudNamed1 of 3
LittlerNamed1 of 3
Local InfusionNamed1 of 3
Loomis SaylesPublished as Loomis Sayles & CompanyNamed1 of 3
Lord AbbettNamed1 of 3
LumelightNamed1 of 3
Lyra HealthNamed1 of 3
MagnaCareNamed1 of 3
MajescoNamed1 of 3
Manulife Investment ManagementNamed1 of 3
Marathon HealthNamed1 of 3
MarinerNamed1 of 3
MarketSphereNamed1 of 3
Marsh McLennan AgencyNamed1 of 3
Marshall & Stevens2026 Silver Partners1 of 3
Maven ClinicNamed1 of 3
McCauley Bond Agency2026 Silver Partners1 of 3
McMorgan & CompanyNamed1 of 3
MedefyNamed1 of 3
MedWatchNamed1 of 3
Meketa Investment GroupNamed1 of 3
Menke ESOP Advisors2026 Gold Partners1 of 3
MetLifeNamed1 of 3
MillimanNamed1 of 3
Morgan Lewis2026 Platinum Partners1 of 3
National Vision AdministratorsNamed1 of 3
Navigate Wellbeing SolutionsNamed1 of 3
NavitusNamed1 of 3
Navitus Health SolutionsNamed1 of 3
NEPCNamed1 of 3
New York Life Investment ManagementNamed1 of 3
Nimble HealthNamed1 of 3
NoomPublished as Noom HealthNamed1 of 3
Northern Trust Asset ManagementNamed1 of 3
Northwind Health CompanyNamed1 of 3
Novara Law GroupNamed1 of 3
NuveenNamed1 of 3
NWPSNamed1 of 3
Oaktree Capital ManagementNamed1 of 3
onboard2026 Silver Partners1 of 3
OpenSymmetryNamed1 of 3
Optum RxNamed1 of 3
OracleNamed1 of 3
Part D AdvisorsNamed1 of 3
Payer MatrixNamed1 of 3
Pen Checks Trust2026 Gold Partners1 of 3
PerformioNamed1 of 3
PERMA FAIRNamed1 of 3
Phoenix PBMNamed1 of 3
Piedmont Payment ServicesNamed1 of 3
Pilot Hill Adamy Valuation2026 Silver Partners1 of 3
PNC Institutional Asset ManagementNamed1 of 3
Premise HealthNamed1 of 3
Presidential Life Insurance CompanyNamed1 of 3
Prime TherapeuticsNamed1 of 3
Principal Financial GroupNamed1 of 3
ProActNamed1 of 3
ProAct Pharmacy Benefit Management2026 Gold Partners1 of 3
ProgynyNamed1 of 3
Prudent Fiduciary Services2026 Platinum Partners1 of 3
QBE North AmericaNamed1 of 3
QobraNamed1 of 3
QuotaPathNamed1 of 3
Rael & LetsonNamed1 of 3
RenalogicNamed1 of 3
ReviveNamed1 of 3
Ricochet SystemsNamed1 of 3
RightwayNamed1 of 3
Robbins Geller Rudman & DowdNamed1 of 3
Root Functional MedicineNamed1 of 3
Rosen Law FirmNamed1 of 3
RP&B CPAs2026 Silver Partners1 of 3
Russell InvestmentsNamed1 of 3
RVKNamed1 of 3
RxBenefitsNamed1 of 3
Sagitec SolutionsNamed1 of 3
SalesDrive TechnologiesNamed1 of 3
SalesGlobeNamed1 of 3
SAPNamed1 of 3
Sav-RxPublished as Sav-Rx/MedImpactNamed1 of 3
Saxena WhiteNamed1 of 3
ScantekNamed1 of 3
SCJ Fiduciary Services2026 Platinum Partners1 of 3
Scott+ScottPublished as Scott + Scott Attorneys at Law LLPNamed1 of 3
SegalNamed1 of 3
SEI InvestmentsNamed1 of 3
SenderraNamed1 of 3
She's BirdieNamed1 of 3
SlateRxNamed1 of 3
SmartLight AnalyticsNamed1 of 3
Soleo HealthNamed1 of 3
Start HearingNamed1 of 3
State Street Investment ManagementNamed1 of 3
Sword HealthNamed1 of 3
T. Rowe PriceNamed1 of 3
TD Global Investment SolutionsNamed1 of 3
The Berwyn GroupNamed1 of 3
TransamericaNamed1 of 3
Travel Store2026 Silver Partners1 of 3
TruHearingNamed1 of 3
Trust & WillNamed1 of 3
Trust Benefit TechnologiesNamed1 of 3
U.S. BankNamed1 of 3
UllicoNamed1 of 3
Union Bank and TrustNamed1 of 3
Union Insurance GroupNamed1 of 3
Union PerksNamed1 of 3
United Concordia DentalNamed1 of 3
UnitedHealthcareNamed1 of 3
US Law ShieldNamed1 of 3
US-RX CareNamed1 of 3
VariablNamed1 of 3
VaricentNamed1 of 3
VBS Insurance AgencyNamed1 of 3
Via BenefitsNamed1 of 3
Victory CapitalNamed1 of 3
Vida HealthNamed1 of 3
Virta HealthNamed1 of 3
Viveka HealthNamed1 of 3
Vontobel Asset ManagementNamed1 of 3
Voya2026 Gold Partners1 of 3
VSP Vision CareNamed1 of 3
VytlOneNamed1 of 3
WellDyneNamed1 of 3
Wellington ManagementPublished as Wellington Management CompanyNamed1 of 3
WellRithmsNamed1 of 3
WEXNamed1 of 3
William BlairNamed1 of 3
WINNamed1 of 3
WIN HealthNamed1 of 3
WithumNamed1 of 3
WorkcentiveNamed1 of 3
XactlyNamed1 of 3
Your Money LineNamed1 of 3
Zenith American SolutionsNamed1 of 3
ZSNamed1 of 3

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The outside view

A nonprofit started in 1981 by two Senate staffers whose first grant applications went nowhere, which made itself self sustaining by selling what it knew and became the reference desk of the employee ownership field.

  • Authority
  • Build
  • Outward
  • Operational

Their shape

The Guild

Where mastery is the price of belonging.

The Guild is the keeper of a craft and its standards, where belonging means meeting a real bar. Its gift is depth and trusted expertise, its challenge is opening up to newcomers and new ways.

Also reads toward The Frontier and The Village.

Strengths

→Deep loyalty and a strong sense of belonging.
→Standards and credentials carry real weight.
→Expertise and trusted credential in the field.

Not an official page of National Center for Employee Ownership. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.