Employee Stock Purchase Plans

Easily navigate the crowded vendor landscape

ESPP providers offer programs which allow employees to purchase company stock at a discounted price.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

Vendor Banner Employee Stock Purchase Plans Q2  2024

Q2 June 2024: Winners

Top 0 Employee Stock Purchase Plans

List of the top 0 Employee Stock Purchase Plans in Shortlister as of June 2024, presented in the order they appear in the full Vendor Listing tab.

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    • Global Capabilities
    • iOS Native Application
    • Android Native Application
    • Responsive Design
    • GDPR Compliant
    • SSAE 18 / SOC Audit(s) Performed
    • NCQA Accredited / Certified
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    • URAC Accredited
    25 Vendors
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    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    26524
    Lives Serviced
    Not Provided
    Funding
    10K Grant
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    1.0 (1 reviews)
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    10001+
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    600
    Lives Serviced
    Not Provided
    Funding
    25M Private Equity Round
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    Employee Stock Purchase Plan (ESPP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    20000
    Lives Serviced
    Not Provided
    Funding
    33.5M Series C
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    401(k) Plan
    Pension Plan
    Employee Stock Ownership Plan (ESOP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -

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    Reviews pending
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    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-... View Full Profile

    Employees
    5001-10000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    1-10
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    7868
    Lives Serviced
    2,304,004
    Funding
    None
    Minimum Group Size
    50000000 eligible
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    401(k) Plan
    403(b) Plan
    Profit Sharing Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Hall Benefits Law, LLC

    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... View Full Profile

    Employees
    10
    Lives Serviced
    250,000
    Funding
    1 None
    Minimum Group Size
    50 eligible
    Features
    Top Offerings
    Retirement Plan Consulting
    HR Compliance Services
    Employee Stock Ownership Plan (ESOP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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, ... View Full Profile

    Employees
    75
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    401(k) Plan
    Investment Management
    Retirement Plan Consulting
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    30
    Lives Serviced
    Not Provided
    Funding
    4.2M Venture Round
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Dashboard analytics
    Employee self-service
    Top Offerings
    Financial Education
    Financial Coaching
    Personal Investment Advisors
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    1700
    Lives Serviced
    Not Provided
    Funding
    500M
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    Employee Stock Ownership Plan (ESOP)
    Employee Stock Purchase Plan (ESPP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    1001-5000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    AST

    AST was originally founded as a transfer agent in 1971. Through organic growth and strategic acquisitions, AST pioneered a new model of integrated services in the industry. Our affiliates now include AST Trust Company (Canada), D.F. King & Co., Inc., and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -