Step 1 Import client data
Pull equity account details, grant data, and vesting schedules into one workflow without spreadsheet cleanup.
Equity compensation,
streamlined
✦ Powered by our algorithm ✦ $1B+ advised ✦
Get out of spreadsheets, automate your operations, and provide clear answers for your clients with the smartest equity management platform.
Utilized for 1000+ equity owners
How it works
Designed around the way advisory teams actually work through complex stock comp cases.
Step 1 
Step 2 Define scenarios
Pressure-test cash flow, tax impact, and exercise timing across multiple strategies before you recommend a plan.
Step 3 Auto-generate plans
Update for new grants, upcoming IPO windows, and changing assumptions without rebuilding client work from scratch.
Step 4 Export deliverables
Export polished plan comparisons and reporting views that are easier for clients and advisors to act on.
Step 5 Monitor & repeat
Stay ahead with equity expiration warnings, vesting notifications, and market alerts—then cycle back to refine the plan.
↻ Continuous cycle — every plan evolves as your client’s equity changes
How much you could save per client
2 hours per trading plan ✦ 3 hours of data entry ✦ 2 hours per trading plan ✦ 3 hours of data entry ✦ 2 hours per trading plan ✦ 3 hours of data entry ✦ 2 hours per trading plan ✦ 3 hours of data entry ✦ 2 hours per trading plan ✦ 3 hours of data entry ✦ 2 hours per trading plan ✦ 3 hours of data entry ✦
Why advisors choose Gemifi
“Serve higher-value clients without extra hires by enhancing the abilities of your existing team”
Read, import, forecast
Gemifi helps advisory teams turn scattered grant details and brokerage records into a usable planning dataset faster.
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Auto-extract equity info
From Shareworks, E-trade, Carta, & Schwab.
Import client data
Automatically without manual data entry.
Forecast paychecks
Extrapolate futures from a single pay stub.
Update & Adjust
Manage ongoing client strategy with tracking tools built for complex equity timelines instead of static one-time analysis.
Book a demo Auto-extract equity info
Create beautiful client-facing deliverables in an instant.
Error-checking
And auto-generate grants, vesting schedules and exercises.
IPO Tracking + alerts
Built-in IPO tracking tools and earnings call reminders.
Plan & Compare
Evaluate exercise timing, sale timing, and tax outcomes in a clearer frame so clients can understand tradeoffs with confidence.
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Set constraints
Number of years, cash on hand, maximum tax, and legacy shares.
Compare plans
For key criteria such as total tax, net cash flow, and legacy shares.
Auto-diversify
Balance portfolios, calculate tax impacts, and generate strategies.
Report & Export
Generate clean planning outputs that help advisors present recommendations clearly and keep clients aligned on next steps.
Book a demo Clean deliverables
Create beautiful client-facing deliverables in an instant.
Client data tracking
Stay on top of employment and client tax residency history.
Special tax reports
Provide specialized tax reports such as state by state taxable income.
Platform pricing
$149/mo
One base platform fee includes 10 clients and 1 advisor seat, then scales cleanly as your advisory team grows.
Client overage
$9/client
Advisor seats
$9/seat
Pro add-on
$50/client
Professional add-on trial
Simple enough to read quickly.
One platform fee, clear overages, and an optional professional add-on. No hidden tiers, no seat-gating on core features.
30-day trial for up to 3 clients on the professional add-on.
More profit, less hours
Serve as many high-value clients as you want, while reducing your efforts and errors without extra hires and consults.
Clear ROI
Most advisors charge 1% on assets under management. Convince just one client to move $200,000 into your practice and the tool pays for itself—$2,000/year in AUM fees vs. $1,788/year for Gemifi's base platform.
Everything else is icing on the cake: auto-generated trading plans, deeper equity analysis, and peace of mind for you and your clients.
High-complexity plans made easy
Less work, better outcomes
One platform for all
Communicate directly with your client, collaborate with your teammates, and keep track of changes within the platform.
In-platform client communication
Share plans, collect approvals, and keep your client in the loop without jumping between email threads and separate portals.
Team collaboration
Multiple advisors can work on the same client, hand off cases cleanly, and maintain a shared view of every equity plan in progress.
Ally Jane (AJ) Ayers ♦ Ally Jane (AJ) Ayers ♦ Ally Jane (AJ) Ayers ♦
Shane Mason ♦ Shane Mason ♦ Shane Mason ♦
Founders talking
We love making content so much that we made an entire page for it
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By advisors for advisors
Gemifi was born of two entrepreneurs who desired to solve a difficult problem in the financial planning space. How to best collect, analyze, track, and plan for their client's most exceptional form of compensation, equity awards.
AJ Ayers and Shane Mason have over 20 years of combined experience and through Brooklyn Fi have helped thousands of clients navigate the nuances of cash flow, diversification, and tax planning, and they've aimed to distill that expertise into software that gets advisors to the right answers to the right questions quickly.
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