Workplace Solutions
6 known investors
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 · 6
Competitors · 8
by search overlapInteractive Strength Acquires Ergatta1834 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
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.
Eqvista1415 shared keywordsEqvista provides equity management software and 409A valuation services for startups and private companies. The platform combines cap table management, company valuations, and compliance tools to help founders manage ownership from formation through pre-IPO.
Qapita1199 shared keywordsQapita provides equity and cap table management software, offering companies tools for onboarding, data migration, and ongoing administration of their equity records. It is presented as an alternative to platforms like Carta.
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.
Companies competing with Workplace Solutions for the same Google search keywords, organic and paid, via search-intersection analysis.
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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.