EquityFlow AI is an AI-powered financial planning platform designed specifically for tech employees with equity compensation (RSUs, stock options). It solves the problem of complex tax implications, diversification challenges, and financial uncertainty during career transitions (e.g., layoffs, IPOs). The platform analyzes an individual’s equity holdings, compensation structure, and personal financial goals to provide personalized, actionable recommendations for tax-efficient diversification, liquidity planning, and long-term wealth management, acting as a smart, always-on financial advisor for their unique needs, similar to how Cache helps with stock diversification but at a broader, AI-driven scale.
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