Bringing the full resources of Schwab to private company equity management.

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Schwab's decades of experience managing equity programs for the world's largest public companies is available to private companies in the late stages prior to IPO. Our private equity management solution, built on the proven Qapita platform, provides dedicated support and scalable technology to navigate the journey from private to public.

Effortless Administration

Plan sponsors streamline equity plan management and reporting, saving time and reducing complexity.
Dedicated support team

Our dedicated Schwab team guides your firm from discovery and data transfer to testing and go-live, providing you and your staff with exceptional support across every phase of the transition process.

Let's chat about how we can help.

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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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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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Bringing the full resources of Schwab to private company equity management.

Effortless Administration

Dedicated support team

Let's chat about how we can help.

Help navigating special circumstances.

Resources to guide you and your employees.