From Position to Presentation in Minutes
Three steps to CPA-grade equity comp analysis. No spreadsheet gymnastics required.
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.
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.
Present with Confidence
Generate client-ready reports backed by a full audit trail. Every recommendation is deterministic, grounded in tax code, not guesswork.
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.
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 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.
Pricing Built for Your Practice
Choose the plan that fits how you work. Upgrade anytime.
Plus
Everything you need to deliver CPA-grade equity comp planning
billed monthly
7-day free trial · Cancel anytime
Enterprise
Custom solution for larger teams and firms
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API Access
Programmatic access to EquityNav's equity compensation engine
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Frequently Asked Questions
Start Winning Equity Comp Clients
Start your 7-day free trial and deliver CPA-grade equity compensation analysis that sets your firm apart.