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
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
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
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
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
33.5M Series C
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Android native application GDPR Compliant Global capabilities
401(k) Plan Pension Plan Employee Stock Ownership Plan (ESOP)
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
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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
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
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
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
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
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
Salesforce's products portfolio includes Sales Cloud: a platform that enables users to track customer information and interactions in one place via its contact management, opportunity management, sales collaboration, and sales performance management services; ... View Full Profile
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
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
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
Brown Wealth Management Group is an independent, full-service financial planning practice based in San Diego, CA. Led by President Jeff Brown, the group provides business executives in the technology and biotech industries, engineers, enterprise business ... View Full Profile
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
Certent, Inc., founded in 2002, helps customers elevate their business with smart, intuitive solutions for modern finance. Our advanced solutions for equity management, disclosure management, and narrative reporting help business and finance leaders improve ... View Full Profile
At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998... View Full Profile
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