About EquityNav
We built EquityNav because equity compensation planning is one of the highest impact services an advisor can offer, and one of the most painful to deliver in spreadsheets.
The problem we kept seeing
Clients were making six figure decisions using fragile models. ISOs could trigger AMT with no liquidity. RSUs could create withholding gaps that surprised even high earners. The inputs lived across grant portals, pay stubs, tax returns, and a pile of PDFs.
Advisors and CPAs were doing the right work, just with the wrong tools. Too much time rebuilding the same model and not enough time talking through the tradeoffs.
EquityNav is our attempt to make equity planning feel like a real workflow: consistent intake, accurate scenarios, and an explanation that a client can actually follow.
Who's behind EquityNav
Nick Knepper, CFP®
Founder, EquityNav
10+ years as a financial advisor specializing in equity compensation planning. I watched equity comp recipients, engineers, salespeople, and executives, leave significant money on the table. Not because they were careless, but because they didn't understand their grants or waited too long to plan.
The problem is structural: there aren't enough advisors or CPAs who specialize in equity compensation. Most firms haven't had the right tools to offer it efficiently. I built EquityNav to give firms a real workflow, consistent intake, accurate scenarios, and an explanation that clients can actually follow.
Luca Pejretti
CTO, EquityNav
Luca leads the engineering and product development at EquityNav. He brings deep expertise in building reliable, scalable software for financial services, turning complex tax logic and planning workflows into tools that advisors can trust.
His focus is on making EquityNav fast, accurate, and simple to use so advisors can spend more time with clients and less time wrangling data.
See EquityNav in action
Watch a 13-minute walkthrough of the full workflow: modeling equity positions, running scenario analysis, and generating client-ready reports.
What we optimize for
We build EquityNav for RIAs and CPA firms who want to deliver equity comp planning with confidence, without the spreadsheet tax.
Accuracy first
If the tax logic is wrong, nothing else matters. We obsess over edge cases because that is where the client risk lives.
Clarity beats complexity
The best output is something a client can understand in one sitting. Clear recommendations, clear assumptions, and no hidden math.
Workflow matters
Great planning is more than a spreadsheet. Intake, discovery, scenarios, and the explanation are part of the deliverable.
What makes EquityNav different
Operator built, tax accurate, and designed for the way firms actually deliver. Here is what we focus on.
Built for advisors, not spreadsheets
Equity comp planning breaks down when it lives in one off worksheets. EquityNav gives firms a workflow that is repeatable, reviewable, and ready to share with clients.
CPA grade tax detail
AMT, ISO holding periods, RSU withholding gaps, multi year scenarios. EquityNav is built to follow the real rules, so you are not guessing in Excel.
Fast without cutting corners
You should be able to deliver the same analysis you would do by hand, just in 15 to 30 minutes instead of 4 to 6 hours. More time for client conversations, less time formatting.
Designed for how firms sell and deliver
Discovery questions, intake checklists, scenario writeups, and plain language client explanations are part of the job. EquityNav helps you deliver a clean narrative, not just numbers.
Want to see EquityNav in action?
We will walk through the workflow: intake, scenario modeling, and a client ready recommendation.