Free trial available

Unlock the equity opportunity and grow your business.

Your clients’ equity is held away at record keepers. Grantd turns every grant, vest and liquidity moment into net new assets.

Grant-level proprietary analytics
AI Document Reader for grant agreements and statements
A priority score that ranks your book by who needs attention
Side-by-side strategy comparison
Custom reports for every client
GECA certification with CE credit

Book a demo and start your free trial

We’ll walk through grant upload, the priority score and strategy comparison in 30 minutes, then set up your free trial.

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SOC 2 TYPE IIGrantd is SOC 2 Type II certified.

What Grantd offers

One platform, from the grant document to the plan.

Grantd reads every grant, models the tax and concentration picture, and tells you which clients need attention and what to recommend.

Grant-level analytics

Proprietary analytics for every option, RSU, ISO and ESPP grant, vested and unvested.

See the full picture of every client’s equity.

AI Document Reader

Pulls grant terms, schedules and strike prices straight out of PDFs and statements.

No manual entry. Hours of grant reading become minutes.

Equity Comp Priority Score

Ranks the book by who needs attention: concentration, timing, exposure.

Know which clients to call first.

Strategy Builder

Compares customized planning paths across seven dimensions, side by side.

Give clients a confident recommendation.

Custom reports

Client-ready reports on holdings, tax exposure and recommended strategy.

Walk into every meeting prepared.

SmartFeed

Holdings-specific alerts ahead of vesting dates, trading windows and expirations.

Reach out before the deadline, not after.

Ask Grant

24/7 AI answers in plain language, for you or forwarded straight to the client.

Answer client questions between meetings.

Proactive tax planning

Withholding estimates, ISO/AMT exposure and the cost of waiting.

Show clients what waiting costs.

GECA certification

Earn the Grantd Equity Certified Advisor designation, with CE credit toward CFP, CEP and ECA credentials.

Stand out as an equity compensation specialist.

Proof points

Five firms. $5.53B in client wealth advised in under 12 months.

In under 12 months

Five firms onboarded, each growing where its model is strongest.

$5.53B

Advised, incl. $3.16B stock plans

212

Advisors

637

Clients

Every firm type, a different opportunity.

Firm type and opportunityTotal advisedAvg equity per clientVested / unvested equity

Workplace-focused RIA

Concentrated, high-value relationships.

$1.58B

$997.4M stock plans

21 advisors · 53 clients

$18.81M

67% vested33%

Mass affluent enterprise

Assets ready to bring under management now.

$1.87B

$972.7M stock plans

135 advisors · 376 clients

$2.59M

81% vested19%

HNW / UHNW RIA

Equity leads the plan.

$711.1M

$538.5M stock plans

18 advisors · 50 clients

$10.77M

70% vested30%

RIA breakaway

The full balance sheet, not just equity.

$1.07B

$466.4M stock plans

36 advisors · 118 clients

$3.95M

73% vested27%

Small RIA

A pipeline of future assets.

$296.9M

$186.5M stock plans

2 advisors · 40 clients

$4.66M

44% vested56%

Data as of October 5, 2026. Client identities withheld. For educational purposes only; not investment, tax, or legal advice.