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EquityNav

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

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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EquityNav Comparables

Compare EquityNav with similar companies based on industry and business-model similarity.

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

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

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EquityNav filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about EquityNav's valuation, stock price, and market status.

Is EquityNav a public or private company?

EquityNav is a private company.

What is the current stock price of EquityNav?

EquityNav is a private company with no public stock price. No recent secondary market data is available.

How much is EquityNav worth (valuation)?

Valuation information for EquityNav is not publicly available.

Can I buy EquityNav stock?

EquityNav shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was EquityNav's last funding round?

Funding round information for EquityNav is not publicly available.

Who are the main investors in EquityNav?

Investor information for EquityNav is not publicly disclosed.

Will EquityNav IPO soon?

No public IPO plans have been announced for EquityNav.

How can I track EquityNav secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor EquityNav's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range1
Year Founded2025
Last Funding—

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