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 goals to provide personalized recommendations for diversification, tax optimization, and liquidity event planning. It also offers tools to model the financial impact of job changes or severance packages, empowering users to make informed decisions about their financial future.
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