Employee Stock Purchase Plans

Product Info

Company Overview

Founded

1973

Employees

26,524

Funding Summary

10K Grant

Clients Your Size

About Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.
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Computershare

1.0 (1)

Product Info

Company Overview

Founded

1978

Employees

10,001

Funding Summary

Not Provided

Clients Your Size

About Computershare

Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 12,000 people in around 90 offices worldwide. Our success can be attributed to many factors, not least of which is our ability to attract and retain high calibre employees. With a strong focus on delivering certainty, ingenuity and advantage to our clients, we promote an entrepreneurial spirit and an enterprise-wide commitment to service excellence.
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Global Shares

Reviews pending

Product Info

Company Overview

Founded

2005

Employees

600

Funding Summary

25M Private Equity Round

Clients Your Size

About Global Shares

Global Shares - Winner of the Deloitte ‘FinTech Company of the Year Award'- is a leading global provider of equity compensation management solutions for corporate clients who use share plans to engage, align and reward their employees through share ownership and profit sharing. Global Shares makes it easy for companies to deliver shares to their global employees using our industry-leading share plan administration software, share-dealing, global custody, financial reporting and global compliance services. We are a MiFID and Finra/SEC regulated firm.
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Shareworks by Morgan Stanley

Reviews pending

Product Info

Company Overview

Founded

1999

Employees

Funding Summary

Not Provided

Clients Your Size

About Shareworks by Morgan Stanley

Combining cutting-edge technology with outstanding client service and premier wealth management capabilities, Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits.
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Principal Financial

Reviews pending

Product Info

Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

Clients Your Size

About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More

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Raymond James

Reviews pending

Product Info

Company Overview

Founded

1962

Employees

Funding Summary

Not Provided

Clients Your Size

About Raymond James

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
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TD Ameritrade

Reviews pending

Product Info

Company Overview

Founded

1975

Employees

5,001

Funding Summary

Not Provided

Clients Your Size

About TD Ameritrade

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value.
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Okta

Reviews pending

Product Info

Company Overview

Founded

2009

Employees

Funding Summary

Not Provided

Clients Your Size

About Okta

Okta is the leading independent provider of identity for the enterprise. The Okta Identity Cloud enables organizations to both secure and manage their extended enterprise, and transform their customers’ experiences. With over 5,500 pre-built integrations to applications and infrastructure providers, Okta customers can easily and securely adopt the technologies they need to fulfill their missions. Over 5,600 organizations, including 20th Century Fox, JetBlue, Nordstrom, Slack, Teach for America and Twilio, trust Okta to securely connect their people and technology.
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Canada Life

Reviews pending

Product Info

Company Overview

Founded

1891

Employees

Funding Summary

Not Provided

Clients Your Size

About Canada Life

On Jan. 1, 2020 The Great-West Life Assurance Company, London Life Insurance Company, The Canada Life Assurance Company and two holding companies amalgamated. They are now one company – The Canada Life Assurance Company™. Show More

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Cordant Wealth Partners

Reviews pending

Product Info

Company Overview

Founded

2009

Employees

1

Funding Summary

Not Provided

Clients Your Size

About Cordant Wealth Partners

We believe in managing wealth holistically and making financial decisions supported by data. We do this through a three-pronged approach, using clear direction, informed strategy, and tactical expertise to build a plan that is customized to you and delivers results. We provide financial planning and investment management for both the Intel and non-Intel accounts.
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T. Rowe Price

Reviews pending

Product Info

Company Overview

Founded

1937

Employees

7,868

Funding Summary

None

Clients Your Size

About T. Rowe Price

T. Rowe Price is a financially solid, debt-free organization with strong employee ownership. The firm was:

 Established in 1937 by Thomas Rowe Price, Jr.
 Incorporated in the state of Maryland in 1947
 Licensed to conduct business throughout the United States in 1947

In 1986, T. Rowe Price first issued shares to the public.

T. Rowe Price is focused on two core businesses – providing recordkeeping services to the plan sponsors and managing money for individuals and institutions. Show More

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Hall Benefits Law, LLC

Reviews pending

Product Info

Min. Group Size

50 eligible

Lives Serviced

99,999

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

HBL's experienced team provides employee benefits legal compliance support for all aspects of Employee Stock Purchase Plans and services for plan sponsors regardless of geographic location or company size. Show More

Company Overview

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SentricHR

Reviews pending

Product Info

Company Overview

Founded

1994

Employees

75

Funding Summary

Clients Your Size

About SentricHR

At Sentric, we know your people are most important, and that’s why we’ve created an all-in-one solution to save time and make your life a little easier. SentricHR is a complete software solution, providing you with tools to manage onboarding, payroll, HR, and more. With our team of product experts ready to help you, managing your people has never been so simple. Show More

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NS Capital

Reviews pending

Product Info

Company Overview

Founded

2008

Employees

Funding Summary

Clients Your Size

About NS Capital

NS Capital is a Registered Investment Advisor (RIA) offering portfolio management services for individual investors, pensions and endowments; as well as custom-designed 401(k) plans for small businesses. We are a Fiduciary to all of our clients. NS Capital's unique investment methodology captures the benefits of the institutional investing model, and delivers them to retail investors. Our proprietary approach is possible because NS Capital is privately owned and completely independent. This distinction alone stands out from an industry that is dominated by “advisors” who are often nothing more than “re-sellers” of distributors’ products.
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Carta

Reviews pending

Product Info

Company Overview

Founded

2012

Employees

1,700

Funding Summary

500M

Clients Your Size

About Carta

We’re on a mission to create more owners. By building the global ownership management platform, we’re changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works.
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EQ by Equiniti

Reviews pending

Product Info

Company Overview

Founded

2007

Employees

1,001

Funding Summary

Not Provided

Clients Your Size

About EQ by Equiniti

We work hard, collaborate and care. Together we create seamless transactions, accessible services and positive experiences for people around the world.Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform.Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future.
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Addition Wealth

Reviews pending

Product Info

Company Overview

Founded

2021

Employees

30

Funding Summary

4.2M Venture Round

Clients Your Size

About Addition Wealth

Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition helps employees navigate personal finance decisions with confidence.

Whether an employee is planning for retirement, buying a home, paying off debt, or making decisions about equity compensation, Addition is there to support them. Addition partners with forward-thinking employers to help employees make the most of their money. Each benefits program is tailored to the specific company and the platform is... Show More

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Adobe Benefits

Reviews pending

Product Info

Company Overview

Founded

1982

Employees

Funding Summary

Not Provided

Clients Your Size

About Adobe Benefits

Adobe is the global leader in digital media and digital marketing solutions. Our creative, marketing and document solutions empower everyone – from emerging artists to global brands – to bring digital creations to life and deliver immersive, compelling experiences to the right person at the right moment for the best results. In short, Adobe is everywhere, and we’re changing the world through digital experiences. Show More

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AECOM Benefits

Reviews pending

Product Info

Company Overview

Founded

1990

Employees

Funding Summary

Not Provided

Clients Your Size

About AECOM Benefits

AECOM is the world’s premier infrastructure firm, delivering professional services across the project lifecycle – from planning, design and engineering to consulting and construction management. We partner with our clients in the public and private sectors to solve their most complex challenges and build legacies for generations to come. On projects spanning transportation, buildings, water, governments, energy and the environment, our teams are driven by a common purpose to deliver a better world. AECOM is a Fortune 500 firm with revenue of approximately $20.2 billion during fiscal year 2019.
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AST

Reviews pending