stock-options
(10)
Quota Lab, Inc.
Quota Lab, Inc. is a Seoul-based fintech company behind QuotaBook, a cloud equity-management platform that digitizes cap tables, stock options, RSUs and fund reporting for startups and investors. Founded in 2019 by former venture capitalists and graduated from Y Combinator's Winter 2021 batch, it has become the default equity-management infrastructure for a large share of Korean startups and VC funds, and is often described as the 'Carta of Asia.'
Harness (Harness Wealth)
Harness (Harness Wealth) is a New York fintech that pairs software with a curated marketplace of vetted tax, financial and estate advisors, aimed at people with complex finances - startup founders, equity-holding employees, business owners, crypto investors and other 'builders.' It combines a vertical SaaS platform that powers collaboration between tax advisors and their clients, a marketplace to discover specialist firms, and consumer tools for tracking equity and net worth. Founded in 2018 by David Snider, the former CFO/COO of Compass, the company has raised roughly $40M and grew revenue by more than 1,500% between 2021 and 2024.
David Snider
David Snider is the founder and CEO of Harness, a New York wealthtech company that pairs people navigating startup equity, taxes, and estate decisions with a curated network of tax, financial, and legal advisers. Before Harness, he was COO and CFO of Compass, where he helped scale the real estate platform from pre-launch to a $1.8 billion valuation and raised every round from Series A through E. Earlier he invested more than $2 billion in deals at Bain Capital private equity and, as a college senior, wrote Money Makers, a finance primer built from interviews with leaders like Jamie Dimon and David Rubenstein.
Slice | Global Equity
Slice is an AI-native platform for managing employee equity across borders. It unifies cap tables, grants, exercises and reporting while automatically applying each country's tax rules and compliance requirements, helping finance, legal, HR and payroll teams issue equity to distributed teams without triggering local penalties. Founded in 2022 and backed by Insight Partners, Slice raised a $25M Series A in early 2026 and counts fast-growing tech companies such as Wiz, Aidoc, Silverfort and Wayve among its customers.
Equitybee
Equitybee is a financial technology marketplace that connects startup employees who can't afford to exercise their vested stock options with accredited investors willing to fund the exercise in exchange for a share of the future upside. Founded in 2017 by three childhood friends and headquartered in Palo Alto, the platform lets employees convert paper equity into real ownership - or cash - without waiting for an IPO, while giving investors a rare way to buy into pre-IPO companies they otherwise couldn't reach.
Vested
Vested is a Miami-based fintech that helps startup employees turn their stock options into real value without paying out of pocket. It funds the cost of exercising options - the strike price, estimated taxes and fees - in exchange for a slice of the shares if and when a liquidity event happens. Alongside the capital, Vested offers free tools: an equity dashboard, the 'Vestimate' valuation estimate, outcome simulators and an Equity 101 education library, so option-holders can understand, track and act on equity that would otherwise expire unused.
Dave Thornton
Dave Thornton is the co-founder, CEO, and chief investment officer of Vested, a Miami-based fintech that funds startup employees to exercise their stock options before the 90-day post-departure window erases them. A serial entrepreneur who studied computer science, economics, and law, Thornton built Vested around a simple, painful truth he saw firsthand: roughly half of all employee stock options go abandoned, leaving an estimated $600 billion of value unclaimed. His pitch is to turn venture capital into something closer to an index fund - broad, diversified exposure to hundreds of startups - while giving everyday employees the cash and the clarity to actually keep the equity they earned.
Carta
Carta is a San Francisco fintech that turned the messy spreadsheet of startup ownership into software. Founded in 2012 as eShares, it manages cap tables, 409A valuations, equity plans, and fund administration for tens of thousands of companies and venture funds - now positioning itself as the connective tissue for the entire private capital market.
Pulley
Pulley is an equity and token management platform that helps founders, finance teams, and employees run cap tables, fundraises, valuations, and tax-compliant token distributions from one place - without spreadsheets or paralegal time.
Jordan Long
Jordan Long is the CMO and General Partner at ESO Fund, a San Mateo-based fintech firm that provides non-recourse funding to startup employees seeking to exercise stock options or unlock liquidity from private shares. A Bay Area native with a background in data analytics and mathematical economics from Wake Forest University, Jordan joined ESO Fund in 2018 and has built its marketing engine from the ground up, growing the fund through five vehicles and over $200 million in capital. He co-authors the firm's newsletter 'ESO's Monthly Start-Up' and serves as press contact, blending analytical rigor with editorial instinct in a niche that sits at the intersection of venture capital, tax planning, and employee financial wellness.