How We Support Your Practice
Professional software for multi-grant analysis and scenario modeling, plus expert CFP®/CPA support when cases get complex. Use one or both.
Part 1
The Software
Model Any Equity Position
Upload your client's grant documents or spreadsheets. EquityNav automatically parses PDFs, CSVs, and Excel files to pull in ISOs, NSOs, RSUs, ESPPs, and 83(b) elections. Set up multi-grant holdings across multiple companies in minutes.
Analyze Complex Scenarios Instantly
Run multi-grant analysis across exercise timing, AMT exposure, withholding strategies, and divestment scenarios. Get detailed, CPA-grade analysis grounded in tax code. Not a chatbot. A deterministic engine with hundreds of IRC sections encoded.
Present with Confidence
Generate client-ready reports backed by a full audit trail. Every recommendation is deterministic, grounded in tax code, and ready for your client meeting.
Software Handles Most Cases. Experts Handle the Rest.
Use the platform for 80% of your equity comp cases. When you hit something like multi-state tax sourcing for a remote executive with grants vesting across 3 states, our CFP® and CPA team steps in to review, validate, and co-build the deliverable with you.
Part 2
The Expert Services
Expert Team Access
CFP®, CPA, and CEP specialists with deep equity comp experience ready to support your most complex cases.
Your Client, Your Brand
White-label support that keeps your clients yours. We work behind the scenes. You get the credit.
No Conflicts, No AUM
We never require AUM or manage assets. Our only goal is helping you deliver world-class equity planning.
The Process
Software and services working together, all under your brand.
You Plan with EquityNav
Model equity comp scenarios, run tax projections, and build client deliverables using the full platform.
We Support When Needed
For complex cases, tap into our CFP®, CPA, and CEP specialists for scenario review and technical guidance.
You Win Under Your Brand
Deliver world-class equity planning to your clients. All work is white-label. Your clients see you as the expert.
Trusted by Advisory Firms
Built on deterministic logic, not guesswork. Every recommendation follows documented IRS rules with a full audit trail.
$3M Household at Google
The Challenge
A couple at Google with approximately $3M in household equity and a highly concentrated position (60%+ of net worth in Google stock). Quarterly RSU vesting created complex withholding gaps, and the advisor needed a sophisticated divestment strategy to reduce concentration risk while minimizing tax impact.
How EquityNav Helped
The advisor used EquityNav to model the tax implications across multiple scenarios, including different vesting schedules, withholding strategies, and divestment timelines. Our team of CFPs and CPAs then reviewed the analysis and collaborated with the advisor to design a multi-year divestment strategy that balanced tax efficiency with risk reduction for the concentrated position.
The Outcome
The advisor won the $3M household as a long-term client. The detailed tax modeling and expert-backed divestment strategy gave them the confidence to compete for a high-value equity comp case they would have previously passed on. The client now has an ongoing relationship with the advisor for all future vesting events and financial planning needs.
Software & Services Built for Your Practice
From self-service software to hands-on expert support. Choose what fits how you work.
Plus
Professional software for self-service equity comp planning
billed monthly
7-day free trial · Cancel anytime
Expert Services
Software plus hands-on support for your most complex equity comp cases
Contact us for pricing
Enterprise
Custom solution for larger teams and firms
Contact us for pricing
API Access
Programmatic access to EquityNav's equity compensation engine
Contact us for pricing
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.