How it works
Trading plans
Sell RSUs weekly, without trading windows.
Pay less taxes
Keep more of what you earn with advanced tax optimizations.
Portfolios
Re-invest your RSUs in institutional-grade portfolios.
More
Price tracking
New
For Meta employees
For Amazonians
Other case studies
Pricing
Resources
RSU rankings
Offer review
RSU guide
Salary negotiation guide
More guides
Knowledge library
Join newsletter
For issuers
About
$250 per year.
Yes, really.
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
Accountant
$400
per hr
Financial advisor
1-2%
of your wealth
Securities attorney
$800
per hr
More functionality at a lower cost
Brokerage
Anyone can create a trading plan?
Works on future vests
Trading algorithms
Is a fiduciary?
Financial advisor
Re-invest RSUs into a portfolio
Tax-free rebalancing
tax accountant
Optimize trade timing to save on taxes
you pay
Feature available
Hefty account minimum
Not available
Not available
No
1-2% of invested amount
Not available
$250/hr
Flat price
$250
per year
Get started →
And we don’t sneak charges in
Performance fees
$0
Commissions
$0
Kickbacks
$0
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