We deliver peace of mind by combining personalized
technology with expert tax advice.

Welcome to Vestboard

With a nod to tried and true consulting traditions, we find pairing high-tech with high-touch to be our sweet spot. Bottom line? We’re ready to help navigate yours. Let’s go change the world.

Equity Dashboard

With Vestboard’s automated intelligence, we define your equity in real-time.


Learn how to make more tax-efficient decisions − saving you money.

Receive Personal Recommendations

Helping you use your equity to meet your financial goals sooner.

Understand Your Taxes

How do taxes work on my equity and what should I expect?

Trusted By People At

Why We Exist

To make people’s financial lives better through stewardship

To build technology that makes the complex simple

Utilizing resources and charitable time to eradicate hunger and homelessness

From Our Blog