Grantd and Collective Liquidity Partner to Offer Private Market Analytics and Wealth Solutions
Grantd Equity and Collective Liquidity have partnered to integrate private market data, analytics, and wealth products into the Grantd platform. This collaboration will provide financial advisors with tools such as company valuations, waterfall analysis, tax planning, and liquidity solutions directly within their dashboard. The integration includes access to Compass, a proprietary toolset from Collective, and the Collective Exchange Fund for pre-IPO employees. The partnership aims to help advisors address clients' concentration risk by offering actionable insights and strategies today rather than waiting for company exits. For private companies using Grantd's platform, it enhances their ability to attract talent through comprehensive equity compensation programs that include wealth planning tools and education on liquidity solutions. Grantd serves over 400 registered investment advisory firms with more than $15 billion in assets under administration, while Collective Liquidity is a fintech firm focused on private market financial products.
Topics: advisor tools pre-IPO shares private equity wealth management