Grantd and Collective Liquidity Partner to Bring Private Market Analytics and Liquidity Solutions to Advisors

11 minutes ago

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Grantd Equity, Inc. and Collective Liquidity, Inc. announced a partnership integrating Collective's private market data, analytics, and wealth products into the Grantd platform.
The integration provides financial advisors with tools to help clients manage pre-IPO shares and address concentration risk through a unified dashboard.
Grantd will offer access to Compass, Collective's proprietary private market toolset, and to the Collective Exchange Fund, which enables employees of pre-IPO companies to achieve tax-deferred diversification.
Advisors using Grantd will gain access to company valuations, waterfall analysis, tax planning, and side-by-side comparisons of liquidity and wealth solutions.
Grantd's advisor platform supports more than 400 registered investment advisory firms and $15 billion in assets under administration.
The partnership also enhances Grantd for Work, the company's platform serving private and public companies, where private company employees can access wealth planning tools and education about company-approved liquidity solutions as an employee benefit.
Brian McDonald, Founder and CEO of Grantd, stated that equity compensation creates complex private market exposure for millions of individuals, advisors, and companies issuing that equity.

Knote: An equity comp company teaming up with a 351 exchange company. Makes sense.