EquityNav

Private

San Francisco, CaliforniaFinTechhttps://www.equitynav.io/

Company Overview

EquityNav is a financial technology company that provides an AI-powered platform for equity compensation and tax planning for financial advisors, CPA firms, and their clients.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Compliance & Risk

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

equity compensationtax planningwealth management softwarestock option modelingfintechRIA softwaretax optimizationAMT exposureRSU tax planningISO NSO exerciseQSBS tax plannerwealthtechtax techSaaS platformfinancial advisor tools

Historical Pricing

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Caplight Momentum Score

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EquityNav Comparables

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EquityNav comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Gemifi	96%
Grantd	90%
Trayecto	87%

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EquityNav Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Nick Knepper

Founder, CEO

Founding Team

EquityNav Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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EquityNav Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSan Francisco, California

Employee Range1

Year Founded2025

Last Funding—

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