Founded
2020
Stage
Seed
Team size
1-10 employees
Sector
Financial Services & Related Tech
About
AI-powered, tax-aware equity-compensation planning platform for financial advisors, enabling modeling of stock options, RSUs, ISOs and ESPPs to help clients optimize equity decisions (built on StockOpter logic).
Funding
Total raised$5M
Last financing typeSeed Round
Funding detail is compiled from public sources and may lag recent activity.