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We empower financial companies to embed high quality human+AI-powered financial advisory into their offerings - unlocking new revenue, building stronger relationships with their users, and offering a higher level of service with holistic financial planning.
The tax bill for your startup stock options can be shocking. ISOs in particular can trigger AMT (Alternative Minimum Tax). There's calculators out there, but all the ones we saw were out of date and/or didn't cover state taxes, so we built the one we wanted :)
