ISO

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NSO

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RSU

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AMT

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PSU

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QSBS

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10b5-1

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IPO

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ISO · NSO · RSU · AMT · PSU · QSBS · 10b5-1 · IPO ·

Stock option diversification plans in minutes, not days

✦   Powered by our algorithm  ✦   $1B+ advised   ✦

Get out of spreadsheets, automate your operations, and provide clear answers for your clients with the smartest equity management platform.

Import

·

Optimize

·

Analyze

·

Generate

·

Export

·

Compare

·

Vest

·

Import · Optimize · Analyze · Generate · Export · Compare · Vest ·

Utilized for 1000+ equity owners

Import client data    

Upload existing PDFs or CSVs and extract the equity data in seconds.

Define scenarios       

Easily set up the number of years, cash on hand, maximum tax, and legacy shares.

Auto-generate plans

Compare multiple plans to analyze cash flow and tax outcomes.

Export deliverables   

Deliver a client-ready plan with detailed analytics that they can execute.

How much you could save per client

2 hours per trading plan

3 hours of data entry

2 hours per trading plan • 3 hours of data entry •

  • Serve higher-value clients without extra hires by enhancing the abilities of your existing team

  • Talk to your client directly within the platform, ensuring deliverables are standardized

  • Reduce fatigue and working hours with even better outcomes

  • Get detailed advice for your client without more manual work

Read, import, forecast

Streamline data management and trading plan creation in an instant.

Auto-pull equity info

From Shareworks, E-trade, Carta, & Schwab.

Import client data

Automatically without manual data entry

Forecast paychecks

Extrapolate futures from a single pay stub.

Update & Adjust

Manage plans in real-time with automated schedules, error-checking, and tracking tools.

Create beautiful client-facing deliverables in an instant.

Auto-pull equity info

Error-checking

And auto-generate grants, vesting schedules and exercises.

IPO Tracking + alerts

Built-in IPO tracking tools and earnings call reminders

Plan & Compare

Optimize portfolios with tools that align client goals to actionable strategies.

Set constraints

Number of years, cash on hand, maximum tax, and legacy shares.

Compare plans

For key criteria such as total tax, net cash flow, and legacy shares.

Auto-diversify

Balance portfolios, calculate tax impacts, and generate strategies.

Report & Export

Generate polished client deliverables instantly, stay ahead with up-to-date tax and employment data.

Clean deliverables

Create beautiful client-facing deliverables in an instant.

Stay on top of employment and state tax residency history.

Client data tracking

Special tax reports

Provide specialized tax repots such as state by state taxable income.

Choose your plan

Tier 1

$400/mo

5 users

50 client cases

$2,500 onboarding fee

Best value

Tier 2

$800/mo

10 Users

100 Client Cases

$2,500 onboarding fee

Tier 3

$1,600/mo

30 Users

1,000 client cases

Onboarding fee waived

More profit, less hours

Serve as many high-value clients as you want, while reducing your efforts and errors without extra hires and complic

  • Create stock sales plans for high-complexity executives who trust you and understand your worth.

  • Reduce fatigue and working hours with even better outcomes by automating processes and standardizing deliverables.

One platform for all

Communicate directly with your client, collaborate with your teammates, and keep track of changes within the platform

  • Eliminate multiple communication channels, get detailed advice for your client with standardized deliverables.

  • Keep track of changes and updates and collaborate in real-time with your team.

Built by a team of kind and driven people who love what they do - helping you reach financial independence

Built by a team of kind and driven people who love what they do - helping you reach financial independence ◆

Ally Jane (AJ) Ayers

Ally Jane (AJ) Ayers ◆

Shane Mason

Shane Mason ◆



Founders talking

We love making content so much that we made an entire page for it

Book a free demo

Book a free demo

By advisors for advisors

Gemifi was born of two entrepreneurs who desired to solve a difficult problem in the financial planning space. How to best collect, analyze, track, and plan for their client’s most exceptional form of compensation, equity awards.

AJ Ayers and Shane Mason have over 20 years of combined experience and through Brooklyn Fi help thousands of clients navigate the nuances of cash flow, diversification, and tax planning, and they’ve aimed to distill that expertise into software that gets advisors to the right answers to the right questions quickly.

Contact Us

Want to know more about Gemifi? Have a question for us?

Complete the form, and someone will get right back to you.

shane@gemifi.co