JPMorgan Chase

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246 reviews
  • 5 profiles
  • 10 categories
Average star rating
4.4
#1 in 1 categories
Grid® leader
Serving customers since

Profile Name

Star Rating

187
39
4
2
14

JPMorgan Chase Reviews

Review Filters
Profile Name
Star Rating
187
39
4
2
14
Anand Kumar R.
AR
Anand Kumar R.
FounderMarketing and AdvertisingSmall-Business (50 or fewer emp.)
10/30/2026
Validated Reviewer
Verified Current User
Review source: Organic

Sincere, Efficient Support and an Intuitive, Seamlessly Integrated Captable Tool

The best thing I found about my interactions with the JP Morgan team was their sincerity and how spontaneous they were in their responses. The responses were not just timely, but also super efficient and a highly knowledgeable bunch of folks. Superb performance by everyone on the team to get this done so quickly. The product is super easy to use and very intuitive as well. And it seamlessly integrates with my current needs. Given that this is absolutely free of cost, I'd highly recommend everyone to use this as their default captable management system.
Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
10/19/2026
Validated Reviewer
Review source: Organic

Fantastic Onboarding and Easy-to-Use Cap Table Management

Their onboarding team did a fantastic job. The platform itself is easy to understand and a great alternative for early stage cap table management. Excited to put it to use!
Samuel L.
SL
Samuel L.
Vice PresidentMid-Market (51-1000 emp.)
09/23/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Versatile Tool for Data Insights but Needs Modernization

I really like how J.P.Morgan Workplace Solutions provides a great ballpark range and acts as a great data aggregation tool. It gives me valuable insights and allows a good comparison to competitive businesses, which is quite useful.

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HQ Location:
New York, NY

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What is JPMorgan Chase?

JPMorgan Chase is a leading global financial services firm and investment bank, offering a wide range of financial products and services to consumers, businesses, and institutions. With a history dating back to 1799, the company provides services in areas such as asset management, private banking, commercial banking, and investment banking. Headquartered in New York City, JPMorgan Chase operates in over 100 markets worldwide, emphasizing innovation and customer service in its financial solutions. For more information, visit their website at [jpmorganchase.com](https://www.jpmorganchase.com).

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NYSE:JPM