Raleigh, N.C. – June 9, 2026 – Equity Shift Holdings, Inc., owner of Equity Shift, Inc., an award-winning technology leader driving the digital automation of private equity issuance, management, and secondary trading (“Equity Shift”), today announced that it has acquired assets of SteadyTrail Technologies, Inc. (“SteadyTrail”), a technology platform purpose-built to help companies maximize the ROI of their employee ownership programs by transforming complex equity concepts into engaging, accessible experiences for frontline workers, to strengthen its comprehensive employee ownership offering.
The integration of SteadyTrail’s features into Equity Shift’s patented BITE® Platform enhances the depth of solutions available to private companies implementing shared ownership programs. This expansion accelerates Equity Shift’s ability to serve as the definitive digital technology infrastructure for private company shared ownership plans, offering unprecedented flexibility, seamless execution, and enhanced engagement and education tools to help drive improved company performance and wealth creation amongst employee participants.
“SteadyTrail’s vision aligned perfectly with what we’ve been building, and we are excited to carry it forward,” said Tom Gordon, CEO of Equity Shift. “For private companies adopting our Broad Based Ownership solution, this represents a significant advancement in how they manage shared ownership. We are combining engaging technology with powerful visualizations, making it easier than ever for companies to attract top talent, align incentives, and drive long-term growth with total confidence.”
“We are excited to meaningfully accelerate the mission of making employee ownership more accessible and impactful with Equity Shift,” said Sammy MacFarlane, CEO of SteadyTrail. “The opportunity to join the Equity Shift growth story through acquisition was a clear case of expediting time to value for both companies, our customers, and investors. With our integrated technology and under Equity Shift’s leadership, companies will be even more empowered to seamlessly launch and manage broad-based employee ownership programs.”
SteadyTrail launched in early 2025, working closely with Altamont Capital Partners – a lower-middle market private equity firm focused on transforming and scaling companies – whose portfolio companies helped prioritize design requirements to develop a purpose-built platform to administer and activate broad-based equity programs at scale.
“Altamont has long been committed to broad-based equity programs, and it has been a pleasure working with SteadyTrail as we launch and implement our employee ownership programs,” said Jim Kunihiro, Managing Director at Altamont. “We are grateful for SteadyTrail’s partnership and look forward to continuing to work with them and Equity Shift on enhancing the impact of our programs.”
About Equity Shift
Equity Shift is a growth-stage technology company that is redefining how private market participants issue, manage, and trade securities. Our patented BITE® Platform combines fintech, legaltech, and regtech into a unified and vertically integrated workspace that interconnects private issuers, brokers, advisors, counsel, employees, and investors. Equity Shift is a licensed broker-dealer regulated by FINRA and operates an ATS registered with the SEC. Learn more at www.equityshift.com.
About SteadyTrail
SteadyTrail is a mission-driven technology company building the first integrated operating system purpose-built for employee ownership programs. SteadyTrail exists to make equity an instrument of impact and meaning. The SteadyTrail platform uses tools that share knowledge, reinforce program value, build business literacy, and drive ongoing engagement, transforming complex equity concepts into clear, tangible experiences for every employee.
SteadyTrail was founded in 2025, a stealth spinout from Morrow, a financial health company serving industrial workforces.
Media Contact:
Lorie Coulombe
SVP, Marketing
Equity Shift
lcoulombe@equityshift.com