We help tech professionals grow and preserve their wealth
Financial planning and investment management designed for startup professionals and those with equity compensation.
Financial peace of mind
We understand you have uniques needs
We recognize the distinct financial landscape of startup executives and offer solutions that cater to your individual goals and challenges. Our approach is tailored to address the complexities and opportunities of your position.
We'll take care of it
Entrust your financial management to our team of specialists who are dedicated to handling every aspect of your wealth management. From strategic investment planning to personalized tax optimization, we ensure every detail is meticulously managed for your benefit.
So you can relax and enjoy
With your financial affairs in our capable hands, you're free to focus on what matters most to you. Enjoy the peace of mind that comes from knowing your wealth is growing and being managed, allowing you to savor life's moments without financial worry.
Team of experienced professionals
Meet our dedicated team of professionals, each bringing specialized knowledge in liquidity solutions to ensure your financial success is skillfully navigated and maximized.
John Morrison
CFA®, Head of Portfolio Management
Vieje Piauwasdy
Senior Director of Equity Strategy
Robin Stordeur
Director, Head of Product and DesignOur team of experienced Wealth Management professionals
Get acquainted with our dedicated professionals who bring a wealth of experience and personalized care to every aspect of your financial journey.
Equity education & planning for employees
We work with your company to provide your employees with equity education, financial planning, and stock option financing so they can make the most of their equity.
Learn more
Equity education & planning for employees
We work with your company to provide your employees with equity education, financial planning, and stock option financing so they can make the most of their equity.
Learn more