Grantd has officially introduced its AI-powered equity compensation advice platform, aiming to streamline how financial advisors analyze, manage, and maximize the value of client equity grants. The launch comes as equity compensation continues to gain prominence across public and private companies, yet many recipients still lack accessible, informed guidance.
The platform is built to help advisors turn complex grant data into actionable insights that can increase client wealth. Grantd incorporates institutional-grade analytics, tax-aware modeling, and real-time scenario planning that convert static records from PDFs, statements, and screenshots into dynamic strategies. The company said the platform supports advisors navigating stock options, RSUs, ISOs, ESPPs, and other forms of equity compensation, offering them new tools to optimize timing, reduce tax exposure, and manage risk.
Grantd’s solution offers multiple core capabilities, including automated document extraction, risk scoring, personalized exercise and sale strategies, contextual alerts, and AI-driven tax and equity guidance. According to the company, these features help advisors deliver scalable, compliant, and proactive guidance amid a rapidly expanding equity compensation market that has surpassed four trillion dollars in value.
The company plans to extend the platform in 2026 to introduce Business to Consumer versions for both issuers and equity grant recipients. That expansion will allow individuals to use the same tools currently available only to advisors.
Brian McDonald founded Grantd and has scaled through its combined operations with StockOpter, which it acquired earlier in 2025. Together, the company now manages more than $12 billion in assets under advisement.
KEY QUOTE:
“Equity compensation represents trillions in untapped opportunity. We built Grantd to help advisors turn that opportunity into measurable wealth by simplifying the complexities of managing this held-away asset.”
Brian McDonald, Founder and CEO of Grantd
