Lean on us when it's time to take your company public.

The Pre-IPO Experience.

  • Deep experience with IPOs.

    We've helped guide some really great companies like Pinterest and SNAP toward billion-dollar valuations on the path to going public. We'd love to take our experience and success with employee equity and put it behind your IPO.

  • Customized technology.

    Recordkeeping, financial reporting, and powerful ASC718 capabilities make managing your plan (and staying compliant) easier. Plus, our platform integrates with many payroll and other systems you already use to lighten your load.

  • A dedicated team at every step.

    From day one to the big day, our dedicated conversion team, Client Service Managers, and Education Consultants are available to help with onboarding your technology and supporting your employees.

Let's chat about how we can help.

Connect with us

Help navigating special circumstances.

Every IPO is unique, and some involve specific transactions (think early lockup release, ESPP, or stock splits). Wherever you're headed, we can help you get there.

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Resources to guide your employees.

We meet your participants where they are on their financial journeys, with the right resources and tools to help them pursue their definition of financial wellness.

Explore our resources
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Resources for you.

  • Tune in to our podcast on pre-IPO topics.

    Hear plan administrators unpack the complex world of IPOs.

    Listen to the episode

  • Learn how we work with IPO companies.

    Dive deeper into the steps we take to guide companies like yours toward their public offering.

    View the PDF
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Outcomes are not guaranteed.

Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc.; Schwab Stock Plan Services; and Designated Brokerage Services. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Designated Brokerage Services (DBS), a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions.  Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. ("Schwab")(Member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation.

Through its operating subsidiaries, The Charles Schwab Corporation provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors as well as provides services to retirement and other benefit plans and participants. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC, sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice. Its banking subsidiaries, Charles Schwab Bank, SSB and Charles Schwab Premier Bank, SSB (Members FDIC and an Equal Housing Lenders), provide banking and lending services and products; Charles Schwab Trust Bank (Member FDIC), provides trust, custody, and deposit products and services. Its recordkeeping subsidiary, Schwab Retirement Plan Services, Inc., provides recordkeeping and related services. What we share here to help support you, your employees, your plan, and your participants represents the broad range of products and services available through The Charles Schwab Corporation and its operating subsidiaries. This includes access to brokerage, banking, trust, and recordkeeping services to help respond to needs that may exist within or beyond your retirement plan.

The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Trust Bank, Member FDIC, and Charles Schwab & Co., Inc., Member SIPC. Trust, custody, and deposit products and services are offered by Charles Schwab Trust Bank. Brokerage products and services are offered by Charles Schwab & Co., Inc. Schwab Retirement Technologies, Inc. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators.

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