Employee Stock Purchase Plans

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

Charles Schwab

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Product Info
Company Overview

Founded

1973

Employees

26,524

Funding Summary

10K Grant

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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

Computershare

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Company Overview

Founded

1978

Employees

10,001

Funding Summary

Not Provided

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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

Global Shares

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Company Overview

Founded

2005

Employees

600

Funding Summary

25M Private Equity Round

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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

Shareworks by Morgan Stanley

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Company Overview

Founded

1999

Employees

Funding Summary

Not Provided

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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

Principal Financial

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Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

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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
Raymond James

Raymond James

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Founded

1962

Employees

Funding Summary

Not Provided

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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

TD Ameritrade

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Founded

1975

Employees

5,001

Funding Summary

Not Provided

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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

Okta

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Founded

2009

Employees

Funding Summary

Not Provided

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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

Canada Life

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Founded

1891

Employees

Funding Summary

Not Provided

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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
Cordant Wealth Partners

Cordant Wealth Partners

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Founded

2009

Employees

1

Funding Summary

Not Provided

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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

T. Rowe Price

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Company Overview

Founded

1937

Employees

7,868

Funding Summary

None

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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
Hall Benefits Law, LLC

Hall Benefits Law, LLC

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Product Info

Min. Group Size

50 eligible

Lives Serviced

99,999

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

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0 Specific Questions Specific Questions

Lock

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
NS Capital

NS Capital

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Founded

2008

Employees

Funding Summary

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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

Carta

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Company Overview

Founded

2012

Employees

1,700

Funding Summary

500M

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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

EQ by Equiniti

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Founded

2007

Employees

1,001

Funding Summary

Not Provided

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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

Addition Wealth

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Company Overview

Founded

2021

Employees

30

Funding Summary

4.2M Venture Round

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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
Adobe Benefits

Adobe Benefits

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Founded

1982

Employees

Funding Summary

Not Provided

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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
AST

AST

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Founded

1971

Employees

Funding Summary

Not Provided

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About 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 Donlin, Recano & Company, Inc. Together, we lead the industry with a comprehensive portfolio that includes transfer agent and registrar services, corporate governance and advisory services, issuer and mutual fund proxy services, equity plan solutions, restructuring services, personal wealth and investment services, and class action and mission critical services.
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BWM Financial

BWM Financial

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Founded

1996

Employees

Funding Summary

Not Provided

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About BWM Financial

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 owners and individuals with comprehensive financial planning, tactical portfolio management and a regimented review process in order to work toward ensuring all financial affairs are current and organized. Just because you can do it on your own, doesn’t mean you have to.
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Equity Methods

Equity Methods

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Founded

1998

Employees

Funding Summary

Not Provided

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About Equity Methods

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, we have assisted 29 Fortune 100 companies and over 400 clients with their most pressing equity compensation valuation and reporting challenges. From pre-grant Monte Carlo modeling for relative TSR awards to end-to-end financial reporting, we’re dedicated to bringing insight, control, and expanded capability to financial reporting.
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