How it works
Sell RSUs weekly, without trading windows.
Pay less taxes
Keep more of what you earn with advanced tax optimizations.
Re-invest your RSUs in institutional-grade portfolios.
For Meta employees
Other case studies
Salary negotiation guide
$250 per year.
The same service as an expensive wealth manager — at a fraction of the cost.
Funded by tech employees who want to pay less for financial access
We paid the experts and automated their strategies — so you don't have to
of your wealth
More functionality at a lower cost
Anyone can create a trading plan?
Works on future vests
Is a fiduciary?
Re-invest RSUs into a portfolio
Optimize trade timing to save on taxes
Hefty account minimum
1-2% of invested amount
Get started →
And we don’t sneak charges in
Fee are billed directly to your account after your first transaction. No fees until you vest.
Peace of mind for less than you'll pay for brunch this year