What you hold
Separate RSUs, ISOs, NSOs, private shares, public stock, and concentrated positions.
Equity can create wealth and a very crowded decision window.
Use Capivise to compare advisor fit for RSUs, options, tender offers, lockups, concentrated stock, tax lots, and diversification planning.
Start with the decision. Then compare advisor fit.
Capivise asks what is happening, what is time-sensitive, who is already involved, and what kind of professional help may be useful. One answer leads to the next.
What is time-sensitive
Identify lockups, tender windows, exercise deadlines, sale timing, and tax-year exposure.
Advisor fit
Look for equity planning depth before choosing a general wealth manager.
What changes after liquidity
- Tax lots
- Concentration risk
- Exercise timing
- Diversification tradeoffs
Specialist conversation areas
- Sale timing
- Downside risk
- Reinvestment policy
- Charitable or estate planning
Ready to answer the first question?
The match flow starts with the situation that brought you here, then narrows based on timing, amount, existing team, and consent.