-- Grantd, an AI-powered equity compensation planning platform, today announced the successful close of a strategic funding round to support the development of its next-generation solution. With trillions of dollars in equity compensation often left unmanaged, Grantd enables financial advisors to help clients unlock the value of this complex and often overlooked benefit.
The investment was led by Edward Jones Ventures, with participation from TIFIN Studios. The funding will accelerate the rollout of Grantd’s enhanced platform and reflects a growing industry commitment to improving how equity compensation is managed within wealth strategies.
“Edward Jones is committed to investing in technology that drives meaningful value creation for clients, financial advisors, and the industry, and equity compensation represents an underutilized source of wealth for many people,” said Greg Robinson, Principal at Edward Jones. “We are constantly seeking solutions that help us serve more clients more completely, partnering with them to achieve financial fulfillment.”
Grantd’s AI-driven platform incorporates public and private market data, tax-aware modeling, and scenario planning to help advisors provide informed, actionable guidance. The upcoming platform update will offer new tools for grant modeling, equity tracking, tax optimization, and advisor-client communication—all aimed at simplifying complex decision-making and enhancing long-term planning.
“Equity compensation is too big to ignore—it’s where wealth is being built today,” said Vinay Nair, Founder and CEO of TIFIN. “The Grantd team has the right expertise and experience to shape the future of how workplace wealth creation and enterprise wealth management converge.”
Grantd is partnering with TIFIN Studios, TIFIN’s incubation platform, which supports fintech startups in wealth and insurance with go-to-market, product, and capital resources. The collaboration aims to bring scalable, impactful tools to a broader audience of advisors and clients.
Brian McDonald, Founder and CEO of Grantd, added: “After years in and around employee benefits, we recognized a pressing need for advisors to guide clients through the complexities of equity compensation. Our mission is to transform this misunderstood and underutilized asset into actionable, wealth-building opportunities. This funding helps us advance that vision and deliver even greater value to advisors and their clients.”
Grantd expects to launch its new platform this fall and will work closely with Edward Jones financial advisors during development to ensure the technology meets real-world advisory needs.
To learn more or receive updates on the upcoming platform, visit www.grantdequity.com
About Us: Grantd is an AI-driven platform that turns complex stock options, RSUs, ISOs, and ESPPs into clear, actionable opportunities for advisors and clients. By combining real-time market data, tax-aware insights, and scenario modeling, Grantd allows advisors to provide clear, data-driven guidance that maximizes the value of equity compensation. Founded by Brian McDonald, Grantd empowers advisors to unlock previously untapped wealth, reduce risk, and simplify equity compensation planning.
Contact Info:
Name: Trey Robinson
Email: Send Email
Organization: Grantd Equity
Address: 2440 Junction Place, Suite 300, Boulder, CO 80301
Website: http://www.grantdequity.com
Release ID: 89169895
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