#United States #Denver #private market #Grantd Equity #Collective Liquidity

Partnership Overview

In an exciting development for the financial advisory landscape, Grantd Equity, Inc. and Collective Liquidity, Inc. have announced a strategic partnership. This collaboration is set to enhance the offerings available to advisors by integrating Collective's rich analytics, data, and wealth management products into Grantd's platform. The goal is to provide advisors with the required tools to better manage clients’ pre-IPO shares, transforming them into the foundation of substantial long-term financial plans.

Key Aspects of the Partnership

• - Integration of Resources: Grantd will incorporate Compass, Collective's proprietary set of private market tools, directly into their platform.
• - Tax-Deferred Diversification: The partnership includes the Collective Exchange Fund, which offers tax-deferred diversification options for employees of pre-IPO companies.
• - Enhanced Planning Tools: Advisors utilizing Grantd will gain access to a variety of private-market planning tools. This includes company valuations, waterfall analysis, tax planning, and actionable liquidity solutions.

Solving Complex Challenges

Brian McDonald, Grantd's Founder and CEO, emphasized that equity compensation introduces complex private market exposure for myriad individuals, advisors, and firms issuing this equity. Access to Collective's tools and solutions not only differentiates what Grantd can offer to advisors but also provides clients with tangible paths for liquidity and wealth creation.

Greg Brogger, Co-Founder and CEO of Collective, highlighted the partnership's commitment to making private market strategies accessible for advisors today rather than deferring action until future company exits. This means advisors can implement effective strategies focused on achieving their clients' goals in real-time.

Impact on Grantd for Work

The collaboration strengthens Grantd for Work, Grantd's dedicated platform tailored for both private and public companies. Organizations leveraging this tool will not only enhance their equity compensation programs but also provide employees with essential wealth planning tools. This educational aspect regarding company-approved liquidity solutions positions Grantd as a key player, promoting employee satisfaction and retention through enhanced benefits.

Employees holding pre-IPO shares can log onto the Grantd platform to see real-time valuations of their equity and explore tax implications under various liquidity scenarios. They also have the option to directly connect with financial advisors, ensuring comprehensive support without needing to navigate multiple systems.

This newly established access to robust private market analytics means that advisors can focus on what is often their clients' largest asset, facilitating informed decision-making.

About Grantd and Collective Liquidity

Grantd Equity Inc. is a fintech company based in Denver, specializing in software and services related to equity compensation analysis and planning. Catering to over 400 registered investment advisory firms, Grantd supports clients with more than $15 billion in administered assets.

Collective Liquidity Inc., located in San Luis Obispo, offers financial technology services, emphasizing private market data and analytics. They curate the Collective Liquidity Exchange Fund, LP, alongside developing proprietary planning tools to enhance advisory capabilities.

In summary, this partnership between Grantd and Collective Liquidity marks a significant advancement in the financial services sector, promising to equip advisors with extensive capabilities to better serve their clients' needs. The outcome of this collaboration is not just about enhancing tools but also about shaping the future of wealth management in the private market space.