Workplace Solutions
7 known investors
Find your way into Workplace Solutions
J.P. Morgan Workplace Solutions provides a platform for managing equity and stock plan administration, including reporting, compliance, and tax handling across multiple jurisdictions. It serves finance teams and company administrators managing employee equity compensation plans as companies scale from private to public.
Investors · 7
J.P. Morgan CazenoveLondon
Blumberg Capitalreported · 2 sourcesMiami · $500K – $5M
Claridgereported · 2 sourcesMontreal
Fonds de solidarité FTQreported · 2 sourcesMontreal
Inovia Capitalreported · 2 sourcesMontreal · $250K – $8M
Lerer Hippeaureported · 2 sourcesNew York · $500K – $2M
Also in the syndicate · 1
Harmony Partners
Funding
SEC filings, press & company announcements- Undisclosed amountSeries CApr 2020
Inovia Capital (lead), Blumberg Capital, Claridge Inc., Fonds de Solidarité FTQ, Harmony Partners, Lerer Hippeau
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 9
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SmartAsset1530 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
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Qapita1199 shared keywordsQapita provides a platform for managing cap tables and investor relations, serving companies that need to track equity ownership and shareholder information.
Cake826 shared keywordsCake Equity offers a platform for investors to manage their portfolios, combining investment tracking, contract and document management, and stakeholder communications. It targets venture investors managing multiple holdings.
Intuit®818 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Secfi774 shared keywordsSecfi offers liquidity and financing solutions for startup executives and founders, including equity analysis, tailored financing that lets holders retain ownership, and tax strategies around events such as QSBS status. It also provides market intelligence on startups and equity, and can extend its financing and liquidity offerings to a company's employees as a benefit.
Industries771 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
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Frequently asked questions
- What does Workplace Solutions do?
- J.P. Morgan Workplace Solutions provides a platform for managing equity and stock plan administration, including reporting, compliance, and tax handling across multiple jurisdictions. It serves finance teams and company administrators managing employee equity compensation plans as companies scale from private to public.
- Who are Workplace Solutions's investors?
- Workplace Solutions's investors include J.P. Morgan Cazenove, Blumberg Capital, Claridge, Fonds de solidarité FTQ, Inovia Capital, Lerer Hippeau.