VestedGrant is a publisher of financial-planning content built specifically for tech employees with equity compensation. The audience is narrow on purpose: people whose most consequential financial decisions involve vesting events, strike prices, and liquidity windows.

How we work

Articles are drafted by the VestedGrant editorial team. Every piece is then reviewed by a licensed professional whose practice matches the topic — a CPA with ISO experience reviews the AMT articles, a trusts & estates attorney reviews the estate pieces. The reviewer is named on every article. Reviewers fact-check; they don't ghost-write.

Placeholder reviewers

At the time of this site's initial launch, our reviewer profiles are placeholders. Each reviewer page shows a "placeholder" banner. We're in the process of replacing every placeholder with a real contributor partnership. Until those partnerships are signed, treat reviewer profiles as illustrative of the kind of credentials we're pursuing.

How the advisor match works, and what we charge

Nothing. We do not charge readers for the match and we do not charge advisors for leads. Matching is powered by Wellspent, a knowledge graph of financial advisors. Wellspent charges advisors a flat subscription (currently $89/month) to help them structure their data for inclusion in LLMs and AI-driven discovery surfaces. That fee has nothing to do with whether they get surfaced in any particular match. VestedGrant reads the Wellspent graph independently and ranks advisors against each reader's situation on the actual match criteria: practice area, state, fee structure, experience with RSU/ISO/pre-IPO clients. See the editorial policy for the full disclosure.

What we don't do

We don't sell life insurance or annuities. We don't accept sponsored content. We don't run affiliate links inside editorial copy (only in a clearly-marked "tools we use" section where we disclose every commercial relationship). We don't provide tax, legal, or investment advice. Run every specific decision past a licensed professional who knows your facts.