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Understand and optimize your equity compensation.

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  • Contract Analysis

    Automated review tool that scans equity agreements to highlight key terms, restrictions, and potential red flags in plain English.

  • Exercise Planning

    Interactive calculator that helps determine optimal timing for exercising stock options by analyzing potential gains, tax implications, and market conditions.

  • Exit Planning

    Strategic modeling tool that projects different liquidation scenarios during company exits (IPO/acquisition) to maximize returns and minimize tax impact.

  • Benchmarking

    Data-driven comparison engine that analyzes your equity package against industry standards across similar roles, company stages, and locations.

  • Financing

    Marketplace connecting employees with lenders offering stock-based loans and other financing options to exercise options without immediate cash outlay. 

  • Tax Planning

    Year-round tax optimization platform that forecasts equity-related tax obligations and suggests strategies to minimize tax burden across multiple jurisdictions.

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Our story

Our Company

EquityWise.AI is dedicated to empowering employees with the knowledge and tools they need to navigate their equity compensation packages effectively. We offer personalized guidance and analytics to help you understand and optimize your equity benefits. Our platform provides benchmarking, scenario planning, financing options and tax advice to ensure you're making informed decisions.

At EquityWise.AI, we believe in transforming complex compensation packages into clear, actionable strategies for your financial success.

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