The Equity Compensation Platform Made for Advisors

Track, plan and manage your clients equity with ease — from RSU's to IPO's and everything in between.

PaperVest is currently in closed beta. Join our waitlist to be among the first to try it.
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Tracking modern earners equity around the globe

The all-in-one equity compensation management platform

Track All Equity Holdings

Centralize all your clients' equity across companies, grant types, and timelines — all in one dashboard. No more spreadsheets or multiple systems.

Plan Financial Outcomes

Model scenarios for sales, vesting, or liquidity events. Show clients the long-term implications of their decisions — before they act.

Manage Taxes Intelligently

Estimate and visualize potential tax implications of exercising options or selling shares. Help clients make smart, tax-efficient choices.

Reports and Export Tools

Generate modern, branded reports and export client data in seconds — perfect for meetings, compliance, or tax filings.

Built for Advisors Serving the New Generation of Earners

Streamline how you manage client equity compensation with a platform designed for today’s evolving workforce.

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Unlock the Full Potential of Equity Compensation Management

Elevate your advisory services with a platform designed to boost client satisfaction, optimize operations, and deliver precise insights for smarter decisions.

Tailor compensation strategies to improve client outcomes.

Streamline internal workflows for greater efficiency

Ensure data accuracy for better decision-making processes.

Serve more clients efficiently, with equity compensation data at your fingertips.

Built for Advisors Behind Tomorrow's Wealth

PaperVest empowers you with the tools to turn complex equity compensation into confident guidance. Whether you're modeling multi-scenario outcomes or optimizing tax timing, we make it simple to deliver high-impact advice at scale.

75% higher 

client satisfaction when equity comp is presented with clarity and context.

3x Faster

to build equity strategies and export branded reports using PaperVest

Customer testimonials

See what advisors are saying about PaperVest

"PaperVest has saved our team countless hours. We can finally manage all our clients’ stock compensation in one place and spend more time advising instead of updating spreadsheets."
Sarah Williams, CFP®
Williams Financial Planning
"Thanks to PaperVest, my clients actually understand their stock options and RSUs now. The intuitive visuals make it so much easier to explain complex equity plans. It’s been a game-changer for client meetings."
Mark Johnson
Senior Wealth Advisor, FutureVest Capital
"PaperVest gave us a new level of confidence in our planning. We can model different what-if scenarios and tax outcomes for clients, which has really set our firm apart in terms of service."
Lisa Chen
Financial Planner, Summit Peak Advisors

Comprehensive Equity Plan Management Tailored for Financial Advisors

Seamless Client Portal Access for Enhanced Engagement and Transparency

Our platform offers a user-friendly interface for managing equity plans efficiently.

Robust Compliance Monitoring to Ensure Regulatory Adherence and Peace of Mind

Stay compliant with our proactive monitoring tools that simplify regulatory requirements.

Empower Your Clients with Transparent Equity Compensation Solutions

Deliver clarity and confidence to your clients with our innovative platform.

Unlock Your Equity Potential

Experience seamless equity management. Sign up for a demo or contact us for details.

Request Early Access