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Fiduciary financial advisors built for tech compensation.

RSUs, ISOs, ESPPs, IPOs, refreshers, lock-ups, AMT — the way you get paid is more complex than the way most advisors plan. In minutes, get matched with a fiduciary who understands tech equity. Free, with no obligation.

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Used by professionals at top tech companies

Used by professionals at top tech companies

100,000+

100,000+

100,000+

People Matched

$80B+

Assets referred

86%

Advisors from Barron’s Top 100 RIA list are on the Datalign Platform

WHY DO YOU NEED A SPECIALIST

The way tech pays you doesn't fit generic advice.

The way tech pays you doesn't fit generic advice.

The way tech pays you doesn't fit generic advice.

For many tech professionals, equity isn't a perk on top of salary — it's the bulk of total compensation. Planning for it like an old-school 401(k) and brokerage account leaves real money on the table.

01

Equity is the compensation

For senior engineers, PMs, and execs, RSUs and options often outpace base salary two-to-one or more. The decisions around them — when to sell, when to hold, when to exercise — are bigger than any salary negotiation.

For senior engineers, PMs, and execs, RSUs and options often outpace base salary two-to-one or more. The decisions around them — when to sell, when to hold, when to exercise — are bigger than any salary negotiation.

For senior engineers, PMs, and execs, RSUs and options often outpace base salary two-to-one or more. The decisions around them — when to sell, when to hold, when to exercise — are bigger than any salary negotiation.

02

Your job and your portfolio share a fate

If your employer's stock drops 30%, your unvested grants, ESPP, and net worth all take the hit at the same moment your bonus and refreshers are being repriced. Diversification stops being optional.

03

The tax code punishes the unprepared

High W-2 income, RSU vests, ISO exercises, ESPP qualifying dispositions, and large cap-gains realizations all interact. Without active planning, the IRS captures more of each dollar than it has to.

04

Career velocity creates decision points

Promotions, refresher grants, switching employers, joining a pre-IPO startup, an acqui-hire — each is a moment where the wrong default costs years of compounding. None of them happen on a calendar an advisor can predict.

What an advisor can Help you With

Specialized for the way tech actually compensates.

Specialized for the way Amazon actually pays you.

Specialized for the way tech actually compensates.

Every advisor on the Datalign network is a fiduciary. The ones we route to tech professionals have direct experience with the nine situations below.

RSU sell-vs-hold strategy

Build a rules-based plan for every vest event so you stop deciding emotionally — and so the tax and concentration effects compound in your favor.

RSU sell-vs-hold strategy

Build a rules-based plan for every vest event so you stop deciding emotionally — and so the tax and concentration effects compound in your favor.

ISO and NSO exercise planning

Time exercises across tax years to manage AMT exposure, capture long-term gains where possible, and avoid leaving in-the-money options to expire.

ISO and NSO exercise planning

Time exercises across tax years to manage AMT exposure, capture long-term gains where possible, and avoid leaving in-the-money options to expire.

ESPP optimization

Maximize the discount, plan around qualifying vs. disqualifying dispositions, and decide how long to hold once shares are purchased.

ESPP optimization

Maximize the discount, plan around qualifying vs. disqualifying dispositions, and decide how long to hold once shares are purchased.

Pre-IPO and IPO planning

Coordinate early exercises, 83(b) elections, lock-up planning, 10b5-1 trading plans, and post-IPO diversification before the listing — not after.

Pre-IPO and IPO planning

Coordinate early exercises, 83(b) elections, lock-up planning, 10b5-1 trading plans, and post-IPO diversification before the listing — not after.

Concentrated stock diversification

Stage out of single-employer exposure tax-efficiently using direct indexing, exchange funds, charitable structures, or staged sells matched to vest cadence.

Concentrated stock diversification

Stage out of single-employer exposure tax-efficiently using direct indexing, exchange funds, charitable structures, or staged sells matched to vest cadence.

Mega Backdoor Roth & 401(k)

Set up after-tax 401(k) contributions and in-plan conversions where your employer's plan supports them, capturing tens of thousands in extra Roth space.

Mega Backdoor Roth & 401(k)

Set up after-tax 401(k) contributions and in-plan conversions where your employer's plan supports them, capturing tens of thousands in extra Roth space.

Job-transition equity planning

Map the cost of a departure — unvested forfeitures, post-termination exercise windows, refresher value at the new employer — before you sign anywhere.

Job-transition equity planning

Map the cost of a departure — unvested forfeitures, post-termination exercise windows, refresher value at the new employer — before you sign anywhere.

Early-retirement modeling

Project FIRE and Coast scenarios using your real vest schedule and a realistic drawdown sequence — stress-tested against tech-stock drawdowns.

Early-retirement modeling

Project FIRE and Coast scenarios using your real vest schedule and a realistic drawdown sequence — stress-tested against tech-stock drawdowns.

Tax-loss harvesting

Use down quarters to offset realized gains from RSU sales and concentrated-stock diversification, smoothing the multi-year tax bill.

Tax-loss harvesting

Use down quarters to offset realized gains from RSU sales and concentrated-stock diversification, smoothing the multi-year tax bill.

by employer

Fiduciaries with experience at your company.

Specialized for the way Amazon actually pays you.

Three steps. About three minutes.

Every employer's equity plan has its own quirks — vesting schedules, refresher policies, ESPP rules, retention awards. Pick yours below for a planning guide tailored to that environment.

Amazon

5/15/40/40 vest · refreshers

Microsoft

RSUs · ESPP · MBR Roth

Google

GSU vest · refreshers

Meta

RSUs · annual refreshers

Apple

RSUs · ESPP

Nvidia

RSUs · Concentration

Get started

Match with a tech-specialist fiduciary advisor today.

Three minutes of questions, one advisor that fits, no cost to you.

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3 MIN TO MATCH

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SEC-REGISTERED FIDUCIARIES

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.