Resource Center

How to Find, Approach, and Win Equity Comp Clients

Tender Offers: A Critical Liquidity Tool for Private Company Employees

Modern Equity Design & The Future of Employee Ownership

Second Quarter Issues in the Vesting of Equity Awards

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

How to Manage Equity Compensation When Changing Jobs

The Hidden Cost of Outdated Equity Compensation Systems

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

Equity Compensation Needs to Evolve Beyond Spreadsheets. Here’s Why.

Using Simple Equity Compensation Reporting to Strengthen the Client Experience

Equity Compensation Tax & Global Mobility Trends in 2026 with Joe Pancamo

Integrating Equity Planning Into the Broader Wealth Management Plan