Match with an equity-literate advisor
Tell us a bit about your situation. We introduce you to up to three fee-only advisors. Free, no obligation, and nobody pays us for the match.
Find an advisor who understands equity compensation
Short form. We match you with up to three fee-only advisors who routinely work with RSUs, ISOs, and pre-IPO equity.
A fee-only advisor charges for advice, not for selling you products. They don't earn commissions on insurance, annuities, or mutual funds. That removes the biggest conflict of interest in the industry.
A fiduciary is legally required to act in your best interest. Every advisor in our network signs a fiduciary acknowledgement.
Matching is powered by Wellspent, a knowledge graph of financial advisors. Neither Wellspent nor VestedGrant charges advisors for leads. Wellspent charges advisors a flat subscription to help them structure their data for AI-driven discovery. We access the graph independently and surface the advisor best suited to your situation. No pay-to-play.