Grantd Equity, Inc. and Collective Liquidity, Inc. today announced a partnership that will bring Collective's private market data, analytics, and wealth products to the Grantd platform. The integration will give advisors the insights and wealth management solutions they need to turn their clients' pre-IPO shares into the foundation of a smart, long-term financial plan.
Grantd will provide access to Compass, Collective's proprietary private market toolset, within the Grantd platform and make available the Collective Exchange Fund, which offers employees of pre-IPO companies tax-deferred diversification. As a result of partnership, advisors using Grantd will have access to broad range of private-market-specific planning tools and wealth solutions and be able to address clients' concentration risk, all from within Grantd dashboard.
"Equity compensation creates complex private market exposure for millions of individuals, advisors, and the companies issuing that equity," said Brian McDonald, Founder and CEO of Grantd. "Bringing Collective's private market tools, exchange fund, and other wealth solutions to our platform creates a differentiated offering for advisors and their private company clients. Advisors will be able to give their clients a real decision path to company-approved liquidity, diversification, and long-term wealth creation."
"We're excited to extend the private market capabilities of Grantd's equity compensation planning platform," said Greg Brogger, Co-Founder and CEO of Collective. "By bringing Collective's resources to Grantd users, we will make it far easier for advisors to help their clients obtain liquidity and manage risk through diversification. Advisors will be able to identify and implement the private market strategy that best achieves their clients' goals — not at some point in the distant future when their companies exit, but today."
The partnership also significantly enhances Grantd for Work, Grantd's platform for private and public companies. Private companies using Grantd to strengthen their equity compensation programs will be able to offer employees wealth planning tools and education regarding company-approved liquidity solutions as a meaningful employee benefit. This full-stack solution — from equity issuance and planning through company-approved liquidity — substantially increases value of equity compensation to employees, making private companies more competitive in attracting and retaining top talent.
An employee holding pre-IPO shares will be able to log into Grantd, see valuation estimate of their equity, model tax outcomes across different liquidity scenarios, and connect directly with a financial advisor — all without leaving platform.
About Grantd Equity Inc.
Grantd is Denver-based fintech providing software and services to companies, RIAs, wealth platforms, advisors, and individuals for analysis, planning, and products related to equity compensation. Advisor platform supports more than 400 RIA firms with over $15 billion in assets under administration.
About Collective Liquidity Inc.
Collective Liquidity is San Luis Obispo-based fintech and wealth management company specializing in private market data, analytics, and wealth solutions. Manages Collective Liquidity Exchange Fund, LP, and has developed Compass, proprietary AI platform delivering private market analytics and planning tools.
