Resource Center

Grantd Equity has completed a SOC 2 Type 2 audit with zero exceptions — independent proof that the controls protecting your cap table work, and keep working.

June 30, 2026

The 10b5-1 Plan: A Financial Planning Conversation Advisors Should Own

June 23, 2026

What Really Matters When a Client Has All Three

June 17, 2026

A Simple 3-Step Framework for ISO Clients

June 3, 2026

How to Find, Approach, and Win Equity Comp Clients

May 27, 2026

Tender Offers: A Critical Liquidity Tool for Private Company Employees

May 20, 2026

Modern Equity Design & The Future of Employee Ownership

May 12, 2026

Second Quarter Issues in the Vesting of Equity Awards

April 27, 2026

Grantd Launches Platform to Help Employees Understand Their Equity, Build Confidence in Their Financial Plan, and Connect to Advice When They Need It

April 21, 2026

How to Manage Equity Compensation When Changing Jobs

April 7, 2026

The Hidden Cost of Outdated Equity Compensation Systems

March 18, 2026

Helping Employees Navigate Equity Awards: A Planning Support Approach for Stock Plan Teams

March 11, 2026