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Navigate Your EquityMaximize YourWealth.

EquityNav empowers you to make smart, tax-aware decisions around your equity — with clarity, not complexity.

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Features

Tired of Equity Confusion and Tax Surprises?

Startup equity is complex. Tax implications are confusing. Spreadsheets and Excel are slow and outdated. EquityNav brings clarity and control to your equity decisions.

Critical Deadlines

Missing key deadlines for 83(b) elections or option expirations can mean lost opportunities.

Information Overload

Tracking multiple grants with different vesting schedules across changing valuations is overwhelming.

Complex Tax Decisions

Complex Tax Decisions

Tax rules for ISOs vs NSOs vs RSUs differ dramatically. Making the wrong choice can cost thousands.

Our Offerings

Our Offerings To Make Your Financial Journey Resistance Free

Get clarity on your equity in three simple steps

Input your Equity

Easily enter your grants, vesting schedules, and strike prices.

Explore Scenarios

Simulate different strategies to see tax implications and optimal timing.

Get Actionable Insights

Receive clear visualizations and timely alerts for important deadlines.

Toolkit

A Toolkit for Smarter Equity Decisions

EquityNav provides the features you need to plan with confidence.

Tax Simulator

Model tax impacts of ISO, NSO, RSU sales, holds, or exits.

AI Advisor

Ask complex 'what-if' questions and get specialist-grade, tax-optimized strategies.

Portfolio Dashboard

Explore a sample dashboard with diverse equity holdings and a clear wealth projection.

Wealth Consolidation

Consolidate your equity, investments, and other assets into a clear financial overview.

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Join

Ready to Take Control of Your Equity?

Join EquityNav today and start making smarter, more confident decisions about your equity compensation.