Grantd

Professional Equity Compensation risk analysis and tax planning tools to help financial advisors attract and provide guidance to executives.

[Grantd @GrantdEquity]

Give your workforce the infrastructure to act with confidence—from on-demand AI equity support to pre-built 10b5-1 diversification playbooks.

Book a demo today: https://t.co/GIrtG0mWPx

[Grantd @GrantdEquity]

The AMT exemption is lower in 2026 than it was in 2025.

If you hold ISOs and haven't updated your projection, you may be working off the wrong numbers.

Aric Jacobson wrote the framework. Read it now → https://t.co/gQGq7NVwT3

[Grantd @GrantdEquity]

Equity comp is the most significant wealth-building trend hiding in plain sight.

Click the link below for a prospecting playbook for advisors who want to specialize.

https://t.co/QzU6AKLCjI

[Grantd @GrantdEquity]

~20 business days.

That is the entire planning window when a tender offer lands.

Full playbook from Aric Jacobson, Sr. Equity Comp Planner at @GrantdEquity

https://t.co/I4bYab2xvv

[Grantd @GrantdEquity]

Managing millions in unvested RSUs requires more than a spreadsheet—it requires a dynamic plan.

Brian McDonald & Bernard Tong discuss the future of employee ownership on the You’ve Been Grantd Podcast.

Listen here: https://t.co/ykt4klKi0D

#FinancialAdvisors #RSU #GrantdEquity

[Grantd @GrantdEquity]

Equity is your biggest benefit—but only if your team understands the value. 💡

We’re officially launching Grantd for Work, the AI-powered toolkit designed to simplify equity compensation.

Ready to partner with us? Book your demo here: https://t.co/GIrtG0mWPx

[Grantd @GrantdEquity]

GEO Austin delivered. Grantd was proud to be part of it. We connected with equity leaders at our booth, hosted an iPad & AirPods giveaway, and heard CEO Brian McDonald speak on the panel, “In Charge at Last: What Leaders Would Change If They Could.”
Thanks to all who stopped by.

[Grantd @GrantdEquity]

Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these complex decisions well. Unlock more for your clients and your practice: https://t.co/aASjdxy9Nk

#FinancialAdvisors #EquityCompensation

[Grantd @GrantdEquity]

Equity grants contain enormous opportunity, but they are also complex. Grantd helps advisors translate that complexity into clear, strategic guidance. Here’s how: https://t.co/nOjKBfHF7k

#EquityCompensation #FinTech

[Grantd @GrantdEquity]

The future of wealth management is in equity compensation. Our podcast brings together leaders across finance, technology, and equity programs to discuss what’s next. Listen here: https://t.co/r0GwebIeVd

#WealthManagement #Podcast

[Grantd @GrantdEquity]

Equity compensation is becoming one of the largest sources of wealth for professionals. Advisors who can guide decisions clearly will stand out. Equip yourself to unlock more: https://t.co/YtzLYyBcfm

#FinancialAdvisors #EquityCompensation

[Grantd @GrantdEquity]

On our podcast, we talk with industry leaders about how advisors and equity professionals can navigate high-stakes equity comp decisions with confidence. 🎧 Tune in: https://t.co/r0GwebIeVd

#WealthManagement #Podcast

[Grantd @GrantdEquity]

Equity compensation involves countless moving pieces, including taxes, vesting schedules, liquidity events, and concentration risk. Grantd brings it all into one platform: https://t.co/aASjdxy9Nk

#EquityCompensation #FinTech

[Grantd @GrantdEquity]

We’re excited to join hundreds of other professionals for the 27th annual GEO conference. Our team will have a booth, and our CEO, Brian McDonald, will be joining a panel discussion. We’d love to connect. https://t.co/oYKU1jcGcc

#FinTech #GEO2026

[Grantd @GrantdEquity]

Advisors guide decisions across investments, taxes, estate planning, and risk. Equity compensation deserves the same level of clarity and strategic insight. The solution? Grantd. https://t.co/aASjdxy9Nk

#FinancialAdvisors #EquityCompensation

[Grantd @GrantdEquity]

Grantd equips advisors to model scenarios and plan ahead, bringing clarity before important decisions become urgent. https://t.co/nOjKBfHF7k

#FinancialAdvisors #EquityCompensation

[Grantd @GrantdEquity]

Grantd brings all equity comp information into one platform to help advisors analyze holdings, model risk, forecast taxes, and guide clients with confidence. See how: https://t.co/nOjKBfHF7k

#EquityCompensation #FinTech

[Grantd @GrantdEquity]

Equity comp decisions intersect with career changes, liquidity events, and long-term wealth planning. Advisors who guide those moments become trusted strategic partners. Learn more: https://t.co/YtzLYyBcfm

#FinancialAdvisors #EquityCompensation

[Grantd @GrantdEquity]

We’re excited to be part of the Global Equity Organization Conference later this month, where we will get the chance to connect with equity professionals across the industry. Stop by our booth to meet our team. https://t.co/oYKU1jcGcc

#Grantd #GEO2026

[Grantd @GrantdEquity]

How are equity compensation programs evolving? What does AI mean for financial advice? How can advisors stay ahead? Get answers to these questions and more on our podcast: https://t.co/r0GwebIeVd

#WealthManagement #Podcast