Unlock and grow untapped client wealth.

Grantd gives advisors the tools to turn equity compensation from a confusing, “off-the-books” benefit into a driver of client wealth and scalable growth—without wasting hours building complex spreadsheets or reports.

Turn equity grants into opportunity.

Tablet screen showing a personalized dashboard titled 'Good afternoon, Sid' with client and holding counts, total equity and vested holdings, and a Smart Feed listing goal completion and financial triggers exceeding set thresholds.

Build your clients’ confidence.

When you guide equity grant decisions, you give clients confidence across every stage of life.

In their life

Support equity grant planning around milestones like home purchases, college funding, or retirement.

In their career

Help clients evaluate their job offers, promotions, or career transitions by factoring in equity grants.

In their wealth

Turn concentrated stock into diversified, long-term wealth without losing sight of tax impacts.

AI DOCUMENT READER

Instantly turn PDFs  into portfolios.

Gain instant access to client holdings with no tedious manual entry. Upload a PDF, screenshot, or brokerage statement, and Grantd automatically extracts, validates, and organizes the data.

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Powerful tools. Confident decisions.

AI document reader

Eliminate manual entry, errors, and delays. Upload a PDF, screenshot, or statement to automatically extract, validate, and organize data.
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Equity comp priority score

Protect wealth with the right action. Spot risks like concentration and missed timing opportunities with a simple, intuitive priority score.
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Ask Grant

Instant answers for every question. 24/7 guidance in plain language to help users navigate complex equity compensation scenarios.
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Advanced tax planning

Smart moves now can avoid a surprise tax bill later. Proactive scenario modeling, including Alternative Minimum Tax (AMT) considerations.

WEBINARS

Actionable insights you can use today.

In our live and recorded webinars, we provide best practices and insights, giving you the confidence to integrate equity compensation planning into your client offering right away.

Join a webinar

Laptop screen showing an Exercise Priority Analysis table with columns for ID, grant date, expiry date, quantity, vesting percentage, intrinsic value, time value, total value, and exercise priority with color-coded risk levels.

REPORTS

Generate quick, simple, actionable reports.

Generate client-ready reports that summarize everything from vesting schedules to progress toward goals. These reports combine a range of metrics, all packaged in a format that’s digestible and actionable for you and your clients.

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