VestWise is an AI-powered financial planning platform designed specifically for tech employees. It addresses the unique financial challenges faced by this demographic, such as managing complex equity compensation (RSUs, stock options), navigating tax implications, and planning for career transitions or market volatility (including layoffs). The platform analyzes individual equity holdings, vesting schedules, and personal financial […]
NextStep AI is an AI-powered platform designed to support tech professionals navigating career transitions, especially those impacted by layoffs. It addresses the challenge of managing complex financial assets like stock options, RSUs, and severance packages, while simultaneously facilitating new career opportunities. The platform analyzes an individual’s profile to provide personalized guidance on optimizing financial holdings […]
EquityExit AI is an AI-powered platform designed to assist tech workers who have been laid off in navigating their complex equity compensation (RSUs, stock options, ESPP). It analyzes their specific grant details, vesting schedules, layoff severance terms, and personal financial situation to provide personalized, actionable recommendations on optimal strategies for exercising options, managing tax liabilities, […]
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 […]
