EquityNav: The AI Planning Engine for Modern Advisors
Transform equity compensation complexity into clear, confident client outcomes with AI-powered tax modeling and real-time insights.
The equity compensation market is massive and estimated to be close to $10 trillion. Most tools to manage equity are outdated and slow. EquityNav fixes this.
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The Equity Gap Costing Your Clients Millions
Financial advisors and CPA firms face unprecedented challenges with equity compensation. Stock options, RSUs, and liquidity events create massive tax blind spots that routinely cost clients six or seven figures in missed opportunities.
Yet most firms still rely on outdated spreadsheets and manual processes that simply can't keep pace with modern equity structures or the velocity of critical client decisions. The complexity is overwhelming, and the stakes have never been higher.
Three Critical Pain Points Solved
Tax Blind Spots
Clients lose six to seven figures annually due to missed 83(b) elections, AMT miscalculations, and QSBS planning failures that traditional tools can't catch.
Manual Inefficiency
Advisors waste 15+ hours per client building custom spreadsheets that become outdated the moment market conditions or equity structures change.
Velocity Mismatch
Exercise windows, secondary sales, and liquidity events demand instant analysis, but legacy processes take days or weeks to model scenarios accurately.
AI-Powered Clarity for Complex Equity Decisions
EquityNav is an AI-powered equity and tax modeling platform purpose-built for financial advisors, CPA firms, and employer partners. We transform messy equity data into proactive, real-time insights that drive better client outcomes.
Model tax outcomes instantly, surface critical 83(b) and QSBS alerts automatically, and optimize sell-to-cover or exercise decisions in real-time. No spreadsheets. No guesswork. Just clarity, confidence, and competitive advantage for your practice.
Powerful Features That Scale Your Practice
Scenario Engine
Generate real-time after-tax projections across multiple exit paths and equity events. Model IPO, acquisition, and secondary sale scenarios instantly with precision tax calculations that account for AMT, state taxes, and holding periods.
Advanced Tax Layer
Built-in logic for AMT, ISO/NSO taxation, RSU vesting, and QSBS qualification ensures every calculation meets IRS standards. Automated alerts flag critical deadlines and optimization opportunities before they're missed.
Seamless Integrations
Plug-and-play connectivity with major custodians eliminates manual data entry. Real-time synchronization keeps equity positions, vesting schedules, and valuations automatically updated across your entire client base.
Advisor Dashboards
Multi-client visibility with white-labeled reports and intelligent alerts streamline portfolio management. Track equity concentration risk, upcoming exercise deadlines, and tax optimization opportunities across your entire book of business.
Co-Branded Employer Portals
Extend powerful planning tools directly to startup employees and executives. Position your firm as the trusted equity partner while generating qualified leads from high-net-worth equity holders seeking comprehensive financial guidance.
Why Now? The Perfect Storm for Equity Planning
1
Equity Explosion
Startup equity compensation has become standard across tech and high-growth sectors, creating unprecedented planning complexity for millions of employees.
2
Secondary Market Boom
Pre-IPO secondary markets are surging, enabling liquidity events that demand sophisticated modeling and instant tax scenario analysis.
3
IPO Window Opening
Public market conditions are improving, with IPO pipelines rebuilding and creating urgent planning needs for equity holders approaching liquidity.
4
Advisor Tech Gap
Wealth advisors desperately need infrastructure bridging personal finance and private market equity—the timing has never been better.
Why EquityNav Wins in This Market
01
Deep Domain Expertise
Our founding team brings decades of combined experience from wealth management and fintech, understanding both advisor workflows and equity complexity intimately.
02
Proprietary AI Modeling
Purpose-built AI layer designed specifically for tax-accurate scenario projections, delivering precision that generic tools simply cannot match.
03
First-Mover Advantage
While competitors focus on consumer tools or basic calculators, we're building enterprise-grade infrastructure that scales with sophisticated advisory practices.
Join the Future of Equity Planning
Get Early Access
Be among the first advisors and firms to transform how you serve clients with startup equity. Early partners receive preferential pricing, dedicated implementation support, and direct input into our product roadmap.
Limited spots available for our founding pilot program. Reserve your firm's access today and gain a competitive edge in the fastest-growing segment of wealth management.
Contact us at Support@equitynav.io to request early access or schedule a demo.