Power smarter
equity compensation
decisions.

Grantd combines education, reporting, and AI-driven tools to help advisors, employers, and equity recipients navigate complex equity questions and decisions with more clarity.
About the platform
Explore capabilities
Tablet screen displaying GRANTD dashboard greeting Sid with AI-powered insights, showing client and holding statistics and multiple financial alerts.
Equity compensation is more valuable when people understand it.
48
%
Of recipients cite “fear of making a mistake” as their biggest barrier.
Bring clarity to complex equity conversations.
Grantd is the definitive equity compensation platform, built for the people advising on equity, the companies offering it, and the individuals receiving it.
Guide timely, strategic equity planning decisions.
Help clients make sense of vesting, taxes, concentration, and timing with tools built for complex equity compensation.
Learn about Grantd for advisors
Improve your equity program for all employees.
Support employees with clearer education and insight while easing pressure on HR and compensation teams.
Learn about Grantd for employers
The equity landscape, simplified for easy moves.
Text stating 'Confusion paralyzes decision making.' with a portfolio action score of 45 out of 100 on a green background.
Animation showing an 8.9% increase labeled 'With Grantd' on a green background with the text 'Timing on when to act is unclear.'
Text stating 'Concentration locks up wealth.' with a large percentage number 63% on a green background.
Left-pointing arrow icon in green.
Left-pointing arrow icon in green.
Text on green background reads, 'Confusion paralyzes decision making.' with a large score of 45/100 and the label 'Portfolio action score' below.
Animation showing calculation of just enough tax with income tax and AMT on a green background.
Animated infographic showing 63% with text 'Concentration locks up wealth.' on a green background.
Unlock clarity with Grantd
Built for modern equity compensation at scale.
$14 BN AUA
400+ RIAs
2,600 Advisors
14,000 Clients
The equity landscape, simplified.
Simplifies to improve decision making
Reduce Concentration Risk
Avoid Tax Surprises
View platform capabilities
Grantd family of platforms powering equity management across industry leaders.
White capital letters spelling 'CATERPILLAR' on a transparent background.
Cargill company logo in white with a curved line over the text.
AppLovin company logo
Apple logo
Logo with the text 'ARVINAS' accompanied by five progressively smaller circles above the letters.
BNY logo with a right-pointing triangular shape to the left of the letters BNY.
CAE logo in bold stylized letters.
Boeing logo
AXON company logo with a triangular symbol to the left of the word AXON.
Bank of America logo with text and a geometric flag symbol.
Ashland therapeutic solutions logo
Adobe logo
AMGEN logo in bold white letters on a transparent background.
Amazon logo
Dark blue and white logo of Bristol Myers Squibb with a star-like symbol on the left.
CarGurus logo
Coinbase logo
CDW company logo with stylized swoosh circle.
Black and white abstract brushstroke with uneven edges.
Cisco company logo with stylized vertical bars above the name.
Laptop screen showing stock option grant details for GOOG-ISO-1 with grant date 10/20/2025, 800 options exercisable, exercise price $200.0, and expiration date 10/20/2030. Exercise priority score is 50 out of 100 with a low rating. Forfeit value is $133,400 with 800 unvested shares. Vesting schedule bar chart displays vested and unvested shares from 2025 to 2029.
An easier way to unlock equity grant opportunities.
Remove the barriers that keep clients from unlocking long-term wealth. Our AI-driven equity compensation platform delivers precision, not prediction, so every decision is informed and timely.
Discover the platform
Laptop screen displaying a financial dashboard with market assumptions sliders, key metrics on concentration, diversification, exposure, exposure amount, and leverage, and current market conditions summary.
An easier way to unlock equity grant opportunities.
Remove the barriers that keep clients from unlocking long-term wealth. Our AI-driven equity compensation platform delivers precision, not prediction, so every decision is informed and timely.
Discover the platform
Unlock clarity with Grantd.
Powerful tools. 

Confident decisions.
Explore Features
AI Document Reader
Eliminate manual entry, errors, and delays. Upload a PDF, screenshot, or statement to automatically extract, validate, and organize data.
Portfolio Action Score
Protect wealth with the right action. Spot risks like concentration and missed timing opportunities with simple, intuitive analytics.
Customized Reports
Make every decision with clarity. Clear, client-ready reports that summarize equity plans, progress toward goals, and critical metrics.
Ask Grant
Instant answers for every question. 24/7 guidance in plain language to help users navigate complex equity compensation scenarios.
Strategy Builder
Ditch the spreadsheet. Generate and compare customized equity strategies, factoring in seven dimensions of equity grant planning.
SmartFeed
Streamline every decision. Tailored insights, updates, and recommendations based on client holdings, tax exposure, and upcoming events.
Tools that make equity
easier to support.
Explore Features
HR Dashboard
Grantd’s new HR Dashboard tracks real-time engagement. See exactly what questions your workforce is asking about their equity before it's too late.​
Instant Time Savings
Automate grant explanations and strategic modeling for your entire workforce.​
Granular Visibility
Get a clear view of vesting schedules, forfeit values, and participant behavior in one centralized command center.​
Engagement
Tracking
Monitor real-time equity education and sentiment across your workforce.​
The
"Question Pulse"
Identify the exact questions employees are asking about their grants before they become retention risks.
Visual Document Reader
Automated intelligence for every grant.​ Our AI infrastructure simplifies complex plan docs into clear, actionable guidance for every participant—instantly.​
Explore Features
Strengthen your equity expertise to advise clients for better outcomes.
Join an Advisor webinarJoin an Advisor webinar
We’ve seen the challenges—and built the solutions.
Our team brings decades of experience in strategic wealth management and equity compensation. Our expertise helps advisors seize the $4 trillion equity compensation opportunity.
Meet the team
We don’t just adapt to industry changes. We innovate. Our company celebrates fresh ideas, decisive action, and the inspiration to transform challenges into opportunities.
Explore our values
See how we’re shaping the future of equity compensation.
In the news
Explore stories and coverage about our platform, our people, and our impact.
Explore our latest coverage.
Insights & ideas
Stay ahead with expert perspectives on equity, fintech, and compensation trends.
Discover expert guidance.