StockOpter
Financial Software · Oregon, United States · 11-50 Employees
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Overview
Headquarters
PO Box 8364, Bend, Oregon, 97708, United...Phone Number
(541) 388-0308Website
www.stockopter.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About StockOpter
StockOpter, a product of Net Worth Strategies, Inc., specializes in equity compensation analysis and diversification tools aimed at financial advisors and grant recipients. Their platform assists advisors in analyzing, tracking, and modeling strategies for various equity awards, including employee stock options and restricted stock units. With features like advanced scenario modeling and proactive alerts, StockOpter empowers advisors to provide timely and tax-efficient guidance to their clients. The platform is utilized by over 300 advisory firms, enhancing their ability to unlock wealth-building opportunities for clients involved in equity compensation.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
StockOpter
$5M
11-50
Private
-
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N/A
Company Profile Activity
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StockOpter, a product of Net Worth Strategies, Inc., specializes in equity compensation analysis and diversification tools aimed at financial advisors and grant recipients. Their platform assists advisors in analyzing, tracking, and modeling strategies for various equity awards, including employee stock options and restricted stock units. With feat... Read More
