We work with employees from the best startups
You’ve got startup equity. Now what?
Track your portfolio and its value while finding the best ways to reduce your tax bill with our calculators.
Explore our calculatorsExercise now or later? Sell on the secondary market or through a tender offer? Compare costs, risks, and potential gains.
Get started. It’s free.Get access to our curated network of secondary markets, buyers and other participants.
Explore secondariesThink your company's got potential and want a piece of the pie? See how you can exercise without paying out of pocket.
Explore funding optionsBuild a plan for home ownership, retirement, your kid’s education, passion projects, or whatever’s important to you.
See how we can helpEverything you need to get your equity and finances right
Secondary Sale
Financing
Wealth Management
Not sure where to start? Reach out, we don't bite.
A holistic suite of equity tools for startup employees
Built by startup employees
We put equity first
Our team has extensive expertise in equity, tax implications, and how it fits into your financial picture.
You don’t need millions
We help you make important equity decisions that can set you up for financial success.
Holistic wealth management
We take a comprehensive view of all your finances, including stock options, to help you save time and money, and grow your wealth.
What our clients say
Testimonials are specific to an individual Client’s experience and may not be representative of all Clients. Unless otherwise indicated, Clients offering a Testimonial do not receive compensation and their statement does not present a conflict of interest.