DENVER and SAN LUIS OBISPO, Calif., Sept. 10, 2026 /PRNewswire/ — Grantd Equity, Inc. (“Grantd”) and Collective Liquidity, Inc. (“Collective”) today announced a partnership that will bring Collective’s private market data, analytics, and wealth products to the Grantd platform. The integration will give advisors the insights and wealth management solutions they need to turn their clients’ pre-IPO shares into the foundation of a smart, long-term financial plan.
Grantd will provide access to Compass, Collective’s proprietary private market toolset, within the Grantd platform and make available the Collective Exchange Fund, which offers employees of pre-IPO companies tax-deferred diversification. As a result of the partnership, advisors using Grantd will have access to a broad range of private-market-specific planning tools and wealth solutions — including company valuations, waterfall analysis, tax planning, and side-by-side comparisons of actionable liquidity and wealth solutions — and be able to address their clients’ concentration risk, all from within their Grantd dashboard.
“Equity compensation creates complex private market exposure for millions of individuals, advisors, and the companies issuing that equity,” said Brian McDonald, Founder and CEO of Grantd. “Bringing Collective’s private market tools, exchange fund, and other wealth solutions to our platform creates a differentiated offering for advisors and their private company clients. Advisors will be able to give their clients a real decision path to company-approved liquidity, diversification, and long-term wealth creation. That’s a meaningful step forward for the entire private market ecosystem.”
“We’re excited to extend the private market capabilities of Grantd’s equity compensation planning platform,” said Greg Brogger, Co-Founder and CEO of Collective. “By bringing Collective’s resources to Grantd users, we will make it far easier for advisors to help their clients obtain liquidity and manage risk through diversification. Advisors will be able to identify and implement the private market strategy that best achieves their clients’ goals — not at some point in the distant future when their companies exit, but today.”
The partnership also significantly enhances Grantd for Work, Grantd’s platform for private and public companies. Private companies using Grantd to strengthen their equity compensation programs will be able to offer employees wealth planning tools and education regarding company-approved liquidity solutions as a meaningful employee benefit. This full-stack solution — from equity issuance and planning through company-approved liquidity — substantially increases the value of equity compensation to employees, making private companies more competitive in attracting and retaining top talent.
An employee holding pre-IPO shares will be able to log into Grantd, see a valuation estimate of their equity, model tax outcomes across different liquidity scenarios, and connect directly with a financial advisor — all without leaving the platform. For advisors, it means having robust private market analytics and solutions at their fingertips when counseling clients on what is often their single largest asset.
About Grantd Equity Inc.
Grantd is a Denver-based fintech company providing software and services to companies, registered investment advisors, wealth management platforms, financial advisors, and individuals for analysis, planning, and products related to equity compensation. Grantd’s advisor platform supports more than 400 registered investment advisory firms with over $15 billion in assets under administration. With Grantd for Work, the company serves the full equity ecosystem — from individual equity recipients and their advisors to the employees and HR teams inside the companies that grant those awards. For more information, visit grantdequity.com.
About Collective Liquidity Inc.
Collective Liquidity is a San Luis Obispo, California-based financial technology and wealth management company specializing in private market data, analytics, and wealth solutions. Collective manages the Collective Liquidity Exchange Fund, LP, and has developed Compass, a proprietary AI platform that delivers private market analytics, planning tools, and wealth management capabilities to advisors and their clients. For more information, visit collectivecompass.ai.
This press release contains forward-looking statements, which are subject to risks and uncertainties. Actual results may differ materially from those anticipated. This press release does not constitute an offer to sell or a solicitation of an offer to buy any security. Interests in the Collective Liquidity Exchange Fund, LP are offered only to eligible investors through a private placement pursuant to the fund’s offering documents.
Media Contacts
Grantd Equity Inc.: Jane Kim, Chief Marketing Officer — 422428@email4pr.com
Collective Liquidity Inc.: Giora Farber, Marketing Manager — +972547950442, 422428@email4pr.com
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SOURCE Collective & Grantd
