Categories
Equity Planning Related Products
Share-Split
Build a fair and motivated co-founder team.
Co-founder Agreements
QuotaBook
Equity management platform for startups and investors.
Equity Management
FinancialAha
The aha! in financial planning
Financial Projections
yearend
Optimize your equity and taxes in real-time.
Equity Optimization
Provisian
Chart your path to long-term financial success
Account Aggregation
Better Off
Secure your family's future with ease. Plan ahead with Better Off.
Will & Trust Creation
Pulley
Pulley helps startups manage their equity and cap table
Cap Table Management
AI Business Plan
Generate a custom business plans and pitch decks in minutes.
AI Business Plan Generator
PrometAI
Turn ideas into viable reality with AI business plan generator.
AI Business Plan Generator
goodfin
Building the next generation of wealth
AI-Powered Portfolio Management
Asset Manager Quest
The game where you get to be an asset manager
Asset Management
Purpose Finance
Accelerating the shift to a more transparent economy
ESG Data & Analytics
Principal
Your AI-powered wealth platform
AI-Powered Wealth Management
UpEquity
UpEquity underwrites mortgages automatically.
Automated Underwriting
Lendtable
We give employees cash advances for their 401k match and ESPP
401k Loans
Plansom
The AI App that helps you save time.
AI-Powered Planning
Investor Profile by Roundtable
Find your next investors with Roundtable
Angel Investor Matching
FutureAdvisor
The online financial management service for everyone.
Automated Portfolio Management
Fieldguide
Vertical AI for Advisory & Audit Firms
Audit Automation
Bargain Boss
Deals on Services for Entrepreneur and Founders
Deal Finding AI
Finmark
Financial planning software for startups
Startup Financial Management
Landed
White-labeled shared appreciation down payment programs for employers
Shared Appreciation Mortgage
Streetbeat
Your J.A.R.V.I.S. for Finance
AI-Powered Investment Advice
SmartAsset
Marketplace connecting consumers to financial advisors
AI-powered Matching
Pocus AI Account Plan Generator
Custom sales strategies for your target accounts in seconds.
Account Planning
Karat Financial
Better financial services for creators
Creator Finance
Fractional
Social platform for fractional ownership of investment properties.
Fractional Ownership
Corpdaq
AI-powered financial simulator and financing marketplace
Financial Modeling
Stock Unlock
Web-app | investment education and analysis tools for retail investors
Stock Analysis
OWNY
Manage capital, investors & banking in one place.
Capital Management