Workplace Solutions for Enterprise Companies

Whether you’re getting ready for a public offering or staying private for now, we have solutions that can keep up. Discover a workplace offering that delivers control and confidence to growth, emerging, and pre-IPO companies.

Tuned Into Today’s Challenges

In an evolving workplace, new challenges are a constant. Finding the right solution starts with identifying the problems organizations like yours are facing today.
Preparing to Go Public via IPO, SPAC, or DPO
The decision to IPO is a serious financial undertaking that can test the capabilities of a company’s existing systems. Factor in changing market dynamics, and business leaders may be motivated to get transaction ready at unexpected speed. Having the right systems in place and working in close collaboration leading up to a public listing can help administrative teams prepare and execute with accuracy and integrity, not to mention streamline daily operations beyond the go-public date.
Keep Your Workforce Connected
The more your company expands, the more difficult it can be to keep everyone on the same page. From staff to shareholders to board members, you’ll need a system that provides up-to-date information to those who need it most. Adopting a centralized platform for all your company’s finance benefit needs can help you stay organized as your business grows and give you more time to focus on your business.
Navigating Global Regulations and Tax Requirements for Equity Plans
Preparing for future growth may require the drafting of new policies, calculating withholdings for a global workforce, and more—all of which take time and effort to accomplish. Building an effective compliance program while your company grows can help you avoid oversights and minimize significant issues down the line.
Private Market Solutions

Wherever You're Headed, We’ll Meet You

Get what your organization needs to keep moving forward: Clarity, control and new ways to support the employees that power it.

  1. Offer Effortless Equity

    Deliver a valuable ownership experience at every stage. Make it simple for shareholders with in-app exercise payments, easy vesting, tracking, and more.

  2. Trust In Your Data

    Streamlined, scalable reporting helps your administrative teams stay updated and in-the-know at the global scale your enterprise demands.

  3. Navigate Liquidity Events

    From HR to payroll to your cap table, our solutions help you navigate complex liquidity events and grant awards to shareholders when it matters most.

  4. Retain Your Talent

    Provide lasting incentive to employees with a range of Financial Wellness and Retirement Solutions, including personalized deferred compensation services.

Explore Solutions for Your Enterprise

Go where growth takes you. Explore a comprehensive offering that spans equity, liquidity, financial wellness and more.

Equity Plan Management
Have the flexibility and technology you need to get equity right from the start with trusted data, real-time reporting and a single source of equity information.
409A Valuation Services
Work with an experienced 409A Valuation provider to help manage compliance requirements and receive audit-ready valuations you can trust.
Transaction Readiness
Take your company through the next stage of growth with a streamlined workflow to help you confidently and efficiently prepare for a private liquidity event or transition to the public markets.
Global Intelligence
Transform the way you approach and manage your global equity plans while helping to navigate tax and legal complexities.
Liquidity Events
Access tailored solutions and support to run liquidity events with confidence and help build a culture of ownership.

Empower Your Teams with Financial Wellness

Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from our Financial Advisors.

Let’s Start the Conversation
Tell us a bit about your workplace and a member of our team will reach out to discuss your unique needs.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages for Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
Advantages for Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.