Financial Planning·Capability hub
Equity Compensation
Visualizing and modeling ISOs, NSOs, and RSU vesting/tax triggers.
What's shifting
From manual grant spreadsheets to real-time equity decisioning
Equity comp planning has long relied on bespoke spreadsheets that go stale the moment a vesting event or stock-price move occurs. AI engines now ingest grant docs and live market data to model ISO/NSO/RSU tax triggers, AMT exposure, and 10b5-1 windows in real time. This turns equity planning from a one-off CPA exercise into a continuous decision-support layer.
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How the work actually gets done
The top software vendors firms use here, and the features those tools actually ship.
Market landscape
5 vendors · 5 with profiles
LeaderEstablished, scaled incumbents.ChallengerMeaningful traction, gaining share.AIAI-native — built around LLMs / agents.DigitalDigitally native — app-first, no branches.