About Grantd

It is estimated that there are over $400B granted to around 6.9M equity participants every year. Grantd helps advisors unlock opportunities in this wealth.

Grantd is building off of StockOpter’s proven foundation to create a new, more intuitive platform with robust data collection and analysis, institutional-grade AI automation, personalized alerts, and an intuitive user experience. The platform is currently used by over 300 advisory firms, including some of the largest in the industry.

On average, advisors that use StockOpter report that they generate over $750,000 in AUM per client and can charge between $2,500-$10,000 annually for equity compensation guidance and tax planning. StockOpter-based guidance helps clients maximize the value of their employee stock options, restricted/performance shares and company stock holdings by providing unique information that facilitates timely, informed and tax efficient diversification decisions.

Whether you’ve used StockOpter for years or are discovering us for the first time, you’ll keep all the features you love, along with even more powerful tools to come.

Our equity compensation guidance and planning platform is currently used by over 300 advisory firms, including some of the largest in the industry. For a list of some of our clients, click HERE.