Purpose Trust Service Providers: US Directory of Employee Ownership Experts

Mark Clayton Hand and the Research Cluster on Employee Ownership and Workplace Democracy (EOWD) developed this database of service providers for purpose trusts in the United States. Updated through March 2026, the collection aggregates self-reported data from public sources in partnership with organizations like Project Equity and Purpose Owned.

Use Cases

• Identifying specialized legal or financial consultants for Perpetual Purpose Trust formation
• Analyzing the organizational network of the employee ownership sector in the United States
• Researching the growth of the purpose trust service ecosystem using provider names and affiliations

Strengths

• Expert-maintained by the Research Cluster on Employee Ownership and Workplace Democracy
• Funded by academic institutions including Rutgers University and SMU
• Aggregates data from specialized industry partners like Everett Interests and Project Equity

Limitations

• Relies on self-reported data which may contain inaccuracies
• Does not imply endorsement or verification of service quality
• Niche domain focus likely results in a small total record count

Provenance

Source

Research Cluster on Employee Ownership and Workplace Democracy (EOWD)

Collection Method

Aggregated from publicly available, self-reported data and partner submissions

Freshness

Last updated March 2026; frequency is ongoing via email submissions.

Geography

United States