For SpaceX Professionals

SpaceX is public. Your financial plan should be ready

Your equity decisions may now carry bigger tax, timing, and concentration-risk consequences. RSUs, ISOs, AMT exposure, liquidity planning, and diversification all matter when your wealth is tied to a single company. In minutes, get matched with a fiduciary advisor who understands complex equity compensation and can help you make decisions with confidence.

Your equity decisions may now carry bigger tax, timing, and concentration-risk consequences. RSUs, ISOs, AMT exposure, liquidity planning, and diversification all matter when your wealth is tied to a single company. In minutes, get matched with a fiduciary advisor who understands complex equity compensation and can help you make decisions with confidence.

Your equity decisions may now carry bigger tax, timing, and concentration-risk consequences. RSUs, ISOs, AMT exposure, liquidity planning, and diversification all matter when your wealth is tied to a single company. In minutes, get matched with a fiduciary advisor who understands complex equity compensation and can help you make decisions with confidence.

Find My Advisor Match

Find My Advisor Match

Find My Advisor Match

3 MIN TO MATCH

3 MIN TO MATCH

FREE FOR YOU

SEC-REGISTERED FIDUCIARIES

Why a Specialist, Why Now?

The private-company playbook is over. The next set of decisions matters more.

For years, SpaceX equity planning was shaped by internal valuations, tender offers, and limited liquidity. Now the decisions are different. Employees need to think through taxes, diversification, timing, and long-term planning in a faster-moving environment. A specialist helps you build a strategy before a major decision becomes urgent.

01

Your equity now has a public reference point — but your decisions are still personal

Once a company is public, stock-related decisions can feel more immediate and more emotional. The right plan starts by understanding your grants, tax exposure, timeline, and broader financial goals before you act.

Once a company is public, stock-related decisions can feel more immediate and more emotional. The right plan starts by understanding your grants, tax exposure, timeline, and broader financial goals before you act.

Once a company is public, stock-related decisions can feel more immediate and more emotional. The right plan starts by understanding your grants, tax exposure, timeline, and broader financial goals before you act.

02

Tax strategy gets more important when equity becomes more valuable

RSUs, stock options, AMT exposure, and capital gains treatment can quickly become more consequential. A good advisor helps you model tradeoffs before they turn into expensive surprises.

RSUs, stock options, AMT exposure, and capital gains treatment can quickly become more consequential. A good advisor helps you model tradeoffs before they turn into expensive surprises.

RSUs, stock options, AMT exposure, and capital gains treatment can quickly become more consequential. A good advisor helps you model tradeoffs before they turn into expensive surprises.

03

Concentration risk can build faster than most people expect

When a large share of your net worth is tied to one company, risk management matters. That does not mean rushing to sell. It means creating a plan that fits your goals, timeline, and tax reality.

When a large share of your net worth is tied to one company, risk management matters. That does not mean rushing to sell. It means creating a plan that fits your goals, timeline, and tax reality.

When a large share of your net worth is tied to one company, risk management matters. That does not mean rushing to sell. It means creating a plan that fits your goals, timeline, and tax reality.

04

*Big financial decisions are easier when the plan is made in advance

The best time to think through selling, exercising, diversifying, or holding is before you feel pressure. A specialist can help you make decisions deliberately, not reactively.

The best time to think through selling, exercising, diversifying, or holding is before you feel pressure. A specialist can help you make decisions deliberately, not reactively.

The best time to think through selling, exercising, diversifying, or holding is before you feel pressure. A specialist can help you make decisions deliberately, not reactively.

Used by professionals at top tech companies

100,000+

100,000+

100,000+

People across the US Matched

$80B+

Assets referred

86%

Advisory Firms on Barron’s 2025 Top 100 RIA Firm list are on the Datalign Platform

What a FIDUCIARY advisor can Help you With

Specialized for the decisions that matter most.

Every advisor on the Datalign platform is a fiduciary. We focus on matching SpaceX employees with advisors who understand equity compensation, tax complexity, and concentrated stock planning.

Lockup and liquidity strategy

Think through sale timing, liquidity planning, and the tradeoffs between acting now and waiting. Build a plan before a key decision window arrives.

Lockup and liquidity strategy

Think through sale timing, liquidity planning, and the tradeoffs between acting now and waiting. Build a plan before a key decision window arrives.

ISO strategy and AMT planning

Model how exercising options may affect taxes, cash needs, and long-term outcomes. Understand the tradeoffs before you commit.

ISO strategy and AMT planning

Model how exercising options may affect taxes, cash needs, and long-term outcomes. Understand the tradeoffs before you commit.

RSU vesting, withholding, and estimated taxes

Project tax exposure around vesting events, review withholding gaps, and plan ahead so tax season does not bring surprises

RSU vesting, withholding, and estimated taxes

Project tax exposure around vesting events, review withholding gaps, and plan ahead so tax season does not bring surprises

Concentration and diversification planning

If too much of your wealth is tied to one stock, build a strategy to reduce risk over time without losing sight of tax impact and long-term goals.

Concentration and diversification planning

If too much of your wealth is tied to one stock, build a strategy to reduce risk over time without losing sight of tax impact and long-term goals.

Multi-year tax sequencing

A large equity decision can affect multiple tax years. A strong plan helps you think through timing, gains, income, and charitable strategies.

Multi-year tax sequencing

A large equity decision can affect multiple tax years. A strong plan helps you think through timing, gains, income, and charitable strategies.

Cash flow, retirement, and the rest of the plan

Equity is only part of the picture. Make sure your decisions support your lifestyle, emergency reserves, retirement planning, and broader financial goals.

Cash flow, retirement, and the rest of the plan

Equity is only part of the picture. Make sure your decisions support your lifestyle, emergency reserves, retirement planning, and broader financial goals.

the datalign difference

You don’t have time to interview five firms. We help you start with one strong fit.

Datalign is an SEC-registered investment advisor that pre-vets advisors and can match users with one fiduciary advisor based on fit. Instead of sending you through a long directory, we help you get to a useful conversation faster.

01

Free for you

Free for you

There is no cost to get matched.

There is no cost to get matched.

02

Fiduciary by default

Fiduciary by default

Every firm in the network is held to a fiduciary standard.

Every firm in the network is held to a fiduciary standard.

03

Top-tier network

Top-tier network

You meet experienced advisors, not a generic lead list.

You meet experienced advisors, not a generic lead list.

04

One match, not ten

One match, not ten

Our process is designed to save time and reduce noise.

Our process is designed to save time and reduce noise.

How It Works

Three steps. About three minutes.

No spreadsheets, no document uploads. Tell us about your situation and we'll handle the rest.

01

Answer a few questions

Answer a few questions

Tell us about your role, your equity, your timing, and what you want help with.

Tell us about your role, your equity, your timing, and what you want help with.

02

Get your match

Get your match

We review your profile and identify one fiduciary advisor firm who fits your needs.

We review your profile and identify one fiduciary advisor firm who fits your needs.

03

Schedule your intro call

Schedule your intro call

Choose a time that works for you. The intro conversation is no-obligation.

Choose a time that works for you. The intro conversation is no-obligation.

Real SpaceX Situations, Right Now

If any of this sounds familiar...

These are common questions employees ask when equity, taxes, and timing start to overlap.

SCENARIO_01

“My first unlock is tied to a key company milestone. How much should I sell when it opens?”

“My first unlock is tied to a key company milestone. How much should I sell when it opens?”

The SOLUTION

A specialist can help you evaluate concentration risk, tax impact, and near-term cash needs so you have a plan before the decision window arrives.

A specialist can help you evaluate concentration risk, tax impact, and near-term cash needs so you have a plan before the decision window arrives.

SCENARIO_02

“I have unexercised ISOs. Do I exercise now, later, or in stages?”

“I have unexercised ISOs. Do I exercise now, later, or in stages?”

The SOLUTION

Model AMT exposure, cash requirements, and long-term tradeoffs across multiple paths instead of treating it like an all-or-nothing decision.

Model AMT exposure, cash requirements, and long-term tradeoffs across multiple paths instead of treating it like an all-or-nothing decision.

SCENARIO_03

“Most of my net worth is tied to one stock. How do I reduce risk without creating a huge tax bill?”

“Most of my net worth is tied to one stock. How do I reduce risk without creating a huge tax bill?”

“Most of my net worth is tied to one stock. How do I reduce risk without creating a huge tax bill?”

The SOLUTION

Build a diversification strategy that balances taxes, liquidity, timing, and long-term planning.

Build a diversification strategy that balances taxes, liquidity, timing, and long-term planning.

SCENARIO_04

“I may be leaving SpaceX. How does that affect my financial timing?”

“I may be leaving SpaceX. How does that affect my financial timing?”

“I may be leaving SpaceX. How does that affect my financial timing?”

The SOLUTION

Review how your timeline, grants, and tax considerations fit together before making a move that could change your options.

Review how your timeline, grants, and tax considerations fit together before making a move that could change your options.

Common questions from SpaceX employees.

Common questions from SpaceX employees.

SpaceX is public - when can I actually sell my shares?

That depends on the specific terms tied to your shares, any applicable lockup rules, your equity documents, and company trading policies. The first step is understanding what is eligible, when it may become eligible, and how those dates fit into your broader financial plan.

What happens to my vested RSU shares now that SpaceX is public?

If your RSUs have already vested, you generally already own the shares and were taxed on their value at vesting. What matters next is how future price changes affect gains or losses when you eventually sell.

What happens to my unexercised ISOs after the IPO?

Your options still follow their plan terms, but the financial planning around them can become more important. Exercise timing, AMT exposure, liquidity, and long-term tax treatment may all need a fresh review.

Should I exercise my ISOs before or after a lockup expires?

There is no universal answer. The right timing depends on strike price, tax impact, available cash, risk tolerance, and how long you may want to hold the shares. This is usually a modeling decision, not a guess.

What is a 10b5-1 plan and do I need one?

A 10b5-1 plan is a pre-arranged trading plan that can help people sell shares according to a preset framework. Whether it makes sense depends on your role, trading restrictions, and goals.

Do tender offers still matter now that SpaceX is public?

Past tender offers may still matter for your records, cost basis, and lot tracking. Future liquidity decisions may now work differently, so it helps to review how your prior transactions affect what comes next.

How do I avoid a giant tax bill when a lockup expires?

The best way is to plan ahead. Large sales, option exercises, and vesting income can stack together. A thoughtful strategy can help you spread decisions across time and avoid being surprised later.

How much of my net worth should stay in SpaceX stock?

There is no one-size-fits-all number. The right answer depends on your other assets, future income, risk tolerance, family needs, and long-term goals. The key is making the decision intentionally rather than by default.

How much does Datalign cost?

Datalign is free for consumers to use for advisor matching.

Is Datalign a financial advisor?

Datalign Advisory is an SEC-registered investment advisor and matching platform. We help connect consumers with vetted fiduciary advisor firms who may be a strong fit for their needs.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally required to act in your best interest—putting your needs ahead of their own, always. This matters because not everyone who calls themselves a “financial advisor” is held to the same legal standard. Fiduciary duty is a key filter when you’re evaluating trust, fees, and conflicts of interest.

SpaceX is public - when can I actually sell my shares?

That depends on the specific terms tied to your shares, any applicable lockup rules, your equity documents, and company trading policies. The first step is understanding what is eligible, when it may become eligible, and how those dates fit into your broader financial plan.

What happens to my vested RSU shares now that SpaceX is public?

If your RSUs have already vested, you generally already own the shares and were taxed on their value at vesting. What matters next is how future price changes affect gains or losses when you eventually sell.

What happens to my unexercised ISOs after the IPO?

Your options still follow their plan terms, but the financial planning around them can become more important. Exercise timing, AMT exposure, liquidity, and long-term tax treatment may all need a fresh review.

Should I exercise my ISOs before or after a lockup expires?

There is no universal answer. The right timing depends on strike price, tax impact, available cash, risk tolerance, and how long you may want to hold the shares. This is usually a modeling decision, not a guess.

What is a 10b5-1 plan and do I need one?

A 10b5-1 plan is a pre-arranged trading plan that can help people sell shares according to a preset framework. Whether it makes sense depends on your role, trading restrictions, and goals.

Do tender offers still matter now that SpaceX is public?

Past tender offers may still matter for your records, cost basis, and lot tracking. Future liquidity decisions may now work differently, so it helps to review how your prior transactions affect what comes next.

How do I avoid a giant tax bill when a lockup expires?

The best way is to plan ahead. Large sales, option exercises, and vesting income can stack together. A thoughtful strategy can help you spread decisions across time and avoid being surprised later.

How much of my net worth should stay in SpaceX stock?

There is no one-size-fits-all number. The right answer depends on your other assets, future income, risk tolerance, family needs, and long-term goals. The key is making the decision intentionally rather than by default.

How much does Datalign cost?

Datalign is free for consumers to use for advisor matching.

Is Datalign a financial advisor?

Datalign Advisory is an SEC-registered investment advisor and matching platform. We help connect consumers with vetted fiduciary advisor firms who may be a strong fit for their needs.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally required to act in your best interest—putting your needs ahead of their own, always. This matters because not everyone who calls themselves a “financial advisor” is held to the same legal standard. Fiduciary duty is a key filter when you’re evaluating trust, fees, and conflicts of interest.

SpaceX is public - when can I actually sell my shares?

That depends on the specific terms tied to your shares, any applicable lockup rules, your equity documents, and company trading policies. The first step is understanding what is eligible, when it may become eligible, and how those dates fit into your broader financial plan.

What happens to my vested RSU shares now that SpaceX is public?

If your RSUs have already vested, you generally already own the shares and were taxed on their value at vesting. What matters next is how future price changes affect gains or losses when you eventually sell.

What happens to my unexercised ISOs after the IPO?

Your options still follow their plan terms, but the financial planning around them can become more important. Exercise timing, AMT exposure, liquidity, and long-term tax treatment may all need a fresh review.

Should I exercise my ISOs before or after a lockup expires?

There is no universal answer. The right timing depends on strike price, tax impact, available cash, risk tolerance, and how long you may want to hold the shares. This is usually a modeling decision, not a guess.

What is a 10b5-1 plan and do I need one?

A 10b5-1 plan is a pre-arranged trading plan that can help people sell shares according to a preset framework. Whether it makes sense depends on your role, trading restrictions, and goals.

Do tender offers still matter now that SpaceX is public?

Past tender offers may still matter for your records, cost basis, and lot tracking. Future liquidity decisions may now work differently, so it helps to review how your prior transactions affect what comes next.

How do I avoid a giant tax bill when a lockup expires?

The best way is to plan ahead. Large sales, option exercises, and vesting income can stack together. A thoughtful strategy can help you spread decisions across time and avoid being surprised later.

How much of my net worth should stay in SpaceX stock?

There is no one-size-fits-all number. The right answer depends on your other assets, future income, risk tolerance, family needs, and long-term goals. The key is making the decision intentionally rather than by default.

How much does Datalign cost?

Datalign is free for consumers to use for advisor matching.

Is Datalign a financial advisor?

Datalign Advisory is an SEC-registered investment advisor and matching platform. We help connect consumers with vetted fiduciary advisor firms who may be a strong fit for their needs.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally required to act in your best interest—putting your needs ahead of their own, always. This matters because not everyone who calls themselves a “financial advisor” is held to the same legal standard. Fiduciary duty is a key filter when you’re evaluating trust, fees, and conflicts of interest.

Datalign Advisory is not affiliated with, sponsored by, or endorsed by SpaceX. SpaceX and SPCX are trademarks of their respective owner, used here for identification purposes only.

@ 2026 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.

@ 2026 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.

@ 2026 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.