Grantd to Bring AI-Powered Equity Compensation Guidance to Vanguard Advisors
Collaboration offers real-time analytics and tax-aware modeling to simplify complex equity compensation decisions for
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Collaboration offers real-time analytics and tax-aware modeling to simplify complex equity compensation decisions for advisors and investors
DENVER, CO, UNITED STATES, November 10, 2026 /EINPresswire.com/ — Grantd announced today that its AI-powered platform is being utilized by select Vanguard advisors, giving them access to real-time visibility, insights, and strategies into clients’ equity compensation across private, pre-IPO, and public companies. This support will help enable stronger equity compensation guidance to Vanguard plan participants.
Grantd AI will offer Vanguard advisors access to automated stock grant data extraction for participants who elect to share equity compensation data, tax smart exercise and sell strategies, diversification and risk insights, and real-time alerts and client reporting. The tool will add a dedicated layer of insight on top of Vanguard’s existing retirement plan guidance.
“Vanguard already has one of the most established, modern support systems for plan sponsors and participants in the industry,” said Brian McDonald, Founder & CEO of Grantd. “Grantd adds a dedicated equity compensation layer on top of that foundation, giving Vanguard’s advisors sharper visibility and more powerful tools to support their participants.”
Grantd will offer customized participant reporting — an offering made possible by the flexible, modular design of Grantd’s underlying platform, which allows new partners to be configured without rebuilding core technology.
“More companies are now providing time-based, full-value equity compensation to employees at all levels,” said Amber Brestowski, Head of Participant Financial Success, Vanguard Workplace Solutions. “Our collaboration with Grantd will help bring clarity to complex equity structures for our plan participants.”
Grantd AI reads grant and vesting documents from any provider and extracts the details automatically, then applies tax-aware modeling — covering AMT exposure, 83(b) elections, and RSU withholding — alongside live scenario modeling and a proprietary Portfolio Action Score that flags concentration risk and timing opportunities.
For more information about Grantd, visit grantdequity.com.
About Grantd
U.S. employees currently hold an estimated $4 trillion in vested and unvested equity compensation (Source: Schwab, 2025 Workplace Plan Participant Survey) — a fast-growing, largely unmanaged asset class that Grantd is built to bring into view. Grantd is the AI-powered platform connecting the full equity compensation lifecycle — from the employers who grant equity, to the employees who hold it, to the advisors who manage it. On the advisor side, Grantd replaces manual data entry and spreadsheets with AI-driven document extraction, tax-aware modeling, live scenario modeling, and a proprietary Portfolio Action Score that flags concentration risk and timing opportunities — turning previously “held-away,” hard-to-see equity into a visible, manageable part of a client’s portfolio. Grantd also offers a dedicated issuer platform used directly by employers and their employees, extending that same intelligence to the earliest stages of the equity lifecycle, well before a liquidity event, and creating the connective tissue between employer grants and advisor portfolios. Today, Grantd supports $15BN+ in assets under advisement across 400+ RIA firms, with clients averaging $8.6M+ in equity assets brought into view.
About Vanguard
Founded in 1975, Vanguard is one of the world’s leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe—directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. For more information, visit vanguard.com.
Media Contacts
Vanguard: vanguard_media_relations@vanguard.com, 610-669-5002
Media Relations
Grantd
+1 303-515-3158
marketing@grantdequity.com
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