Equity Compensation Planning Solutions for Modern Advisory Firms

Become the go-to advisor for equity compensation. Deliver CPA-grade ISO, RSU, and ESPP planning with professional software and expert support when you need it.

Try our free QSBS planner

From Position to Presentation in Minutes

Three steps to CPA-grade equity comp analysis. No spreadsheet gymnastics required.

Step 1

Model Any Equity Position

Just upload your client's grant documents or Excel spreadsheets. EquityNav automatically parses PDFs, CSVs, and Excel files to pull in ISOs, NSOs, RSUs, ESPPs, and 83(b) elections. No manual data entry required. Set up holdings across multiple companies and vest schedules in minutes.

EquityNav equity grants management screen showing NSO, RSU, and ISO positions across Stripe, Google, and DataBricks
Step 2

Analyze Complex Scenarios Instantly

Ask nuanced equity comp questions: optimal exercise timing, AMT exposure across multiple grants, withholding strategies. Get detailed, CPA-grade analysis grounded in tax code. Not a chatbot. A deterministic engine.

EquityNav AI assistant analyzing an ISO exercise scenario across multiple grants with AMT calculations and per-grant recommendations
Step 3

Present with Confidence

Generate client-ready reports backed by a full audit trail. Every recommendation is deterministic, grounded in tax code, not guesswork.

EquityNav scenario analysis report showing detailed exercise cost breakdowns, tax projections, and total liability estimates for client presentation

Why Equity Comp

Equity compensation is one of the fastest growing and most underserved areas of financial planning. The opportunity for advisors has never been bigger.

$10T
Equity comp market size
Carta, Etrade, Pulley, JPM estimates
42% YoY
Equity comp growth
Radford
82%
Of equity comp recipients want help
Schwab

Land 2 Clients, Cover Your Cost 8x Over

EquityNav lets you win equity comp clients you'd previously turn away: founders, executives, and tech employees with complex grants. Each one pays premium planning fees.

0-3
New clients won per year
$0K
Avg planning fee per client
$0/yr
EquityNav Plus plan
0-10x ROI
First-year return

0 clients × $0K planning fees = $0+ in new revenue · EquityNav costs $0/yr · You keep those clients for life

Trusted by Advisory Firms

Built on deterministic logic, not guesswork. Every recommendation follows documented IRS rules with a full audit trail.

As Featured In
WealthTech TodayEpisode 334
Listen →
Kitces AdvisorTech MapEquity Comp Category
View →
The Wealth MosaicVendor Directory
View →
Jones Day FinAccelerate2025 Cohort
View →
85+
IRC sections encoded
100%
Explainable logic with audit trail
CPA
Developed by equity comp specialists

Software & Services Built for Your Practice

From self-service software to hands-on expert support. Choose what fits how you work.

Most Popular

Plus

Professional software for self-service equity comp planning

$79/mo

billed monthly

Unlimited client profiles
All equity instruments (ISOs, NSOs, RSUs, ESPPs, RSAs)
AI-native scenario modeling
Tax analysis (AMT, QSBS, 83(b) elections)
Audit trails and exportable reports
Custom client reports and deliverables
Priority access to new features
Priority support

7-day free trial · Cancel anytime

Premium Support

Expert Services

Software plus hands-on support for your most complex equity comp cases

Custom

Contact us for pricing

Everything in Plus, plus:
Dedicated equity comp expert for your firm
Hands-on case consultation and co-planning
Complex scenario modeling with expert review
Client presentation support and review
IPO, M&A, and tender offer planning support
Available as project-based or monthly retainer

Enterprise

Custom solution for larger teams and firms

Custom

Contact us for pricing

Everything in Expert Services, plus:
Unlimited advisors and clients
Custom integrations and feature development
Dedicated account manager
White-label options available
Custom SLAs and support

API Access

Programmatic access to EquityNav's equity compensation engine

Custom

Contact us for pricing

RESTful API with full documentation
Webhook support for real-time events
Sandbox environment for testing
Custom rate limits and scaling
Custom data models and schemas
Dedicated integration support
SLA guarantees and uptime commitments

Frequently Asked Questions

Start Winning Equity Comp Clients

Start your 7-day free trial or talk to our team about expert support for your most complex equity comp cases.

Questions? Email us at support@equitynav.io