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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Investment Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

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 Brokerages Services, 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 ("Charles Schwab") provides a full range of securities brokerage, banking, money management, and financial advisory services, as well as services to retirement and other benefit plans. Charles Schwab & Co., Inc. offers investment services and products. Charles Schwab Bank, SSB (Member FDIC and an Equal Housing Lender) and Charles Schwab Trust Bank (Member FDIC) provides trust, custody, deposit, and lending products and services. 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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