We’re as invested in your employees as you are.
The Participant experience.
The work you do makes a real difference in the lives of your participants, because equity compensation can help them achieve goals like buying their first home, paying off debt, or financing an education. But administering your plan on top of guiding your participants through their unique journeys is a lot to juggle. We help support your participants so you can keep other balls in the air.
Ways we can help.
Ready to take the next step?
Request a demo
We help all of your participants make confident financial decisions.
Help for your participants—all of them.
Whether they’re entry level and new to equity compensation or they’re top-level executives with complicated needs, we’ll help them make confident financial decisions.
Automated messages keep them in the loop.
We handle automated reminders with important information related to their account, like vesting dates, relevant milestones, and equity plan rules—so you don’t have to.
The right help at the right time.
Learn what we mean by “financial wellness” and how we meet your participants where they are, with resources that make sense for them and their journey.