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WEALTHFRONT'S

Guide to
Equity & IPOs

There's huge potential upside to equity — but we also know it can be overwhelming. This guide, featuring advice from our CEO Andy Rachleff, is designed to help you make smart, informed decisions about your stock options.

01
Valuing your equity
in a company
Valuing equity

Your ownership percentage and company valuation will impact the value of your equity.

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02
Exercising
your options
Your Options

Our advice on the best time to exercise and why you need a good tax accountant.
 

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03
Selling
your stock
Selling stock

Get ahead of the emotional roller coaster and make a plan to sell your stock swiftly.

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04
Managing
a windfall
Managing windfall

Pay down your debt? Buy a home? Invest? Here’s how to optimize the cash from your windfall.

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AMT, RSU, ISO, FMV
...WTF?

Translate key terms
& tax info into English.

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Hi, we're Wealthfront.

We know that having equity in a successful company can bring you closer to achieving your financial goals.

That's where we come in. Use Wealthfront to build a free financial plan: see where you're at today, explore different scenarios like a tech windfall, and get guidance to optimize your finances.

When you're ready, Wealthfront offers a cash account with 5.00% APY and low-cost automated passive investing — all at your fingertips.

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