Commerce · alternatives · 2026

24 alternatives to Wealthfront's Guide to Equity & IPOs

Make smart decisions about your stock options

Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Wealthfront's Guide to Equity & IPOs launched in 2019; newer entries below may have overtaken it.

1. 1
   Wealthfront Portfolio Review▲107

   Get a free analysis of all of your investment accounts!

   2016 · wealthfront.com · its alternatives →

2. 2
   How to Make Money Investing in Pre-IPO Stocks▲65

   An Investors' Guide to Building Wealth in Private Companies

   2016 · amazon.com · its alternatives →

3. 3
   Wealthfront▲176

   Automated, low cost investment service

   2014 · wealthfront.com · its alternatives →

4. 4
   I built a website to create financial models for any stock online▲287

   Stock valuation for the everyday investor. Create, save, and analyze DCF models for any stock. Research all your investment ideas on EquityVal.

   2024 · useequityval.com · its alternatives →

5. 5
   Equity Planner▲126

   Create and compare personalized plans for your stock options

   2023 · secfi.com · its alternatives →

6. 6
   The Open Guide to Equity Compensation▲85

   Stock options, RSUs, taxes — a guide for humans

   2016 · github.com · its alternatives →

7. 7
   EquityZen▲178

   Got private stock? Unlock your net worth and get liquid.

   2014 · equityzen.com · its alternatives →

8. 8
   EquityBee▲242

   Get the funding you need to exercise your stock options

   2020 · equitybee.com · its alternatives →

9. 9
   Keza▲210

   Wealthfront for your Bitcoin, investing for everyone.

   2016 · getkeza.com · its alternatives →

10. 10
    Startup Equity Profit Simulator by Secfi▲116

    See the potential after-tax value of your options and shares

    2020 · secfi.com · its alternatives →

11. 11
    Foresight▲201

    Financial model templates for startups and investors

    2015 · hemrock.com · its alternatives →

12. 12
    Bootstrapp▲224

    157 equity-free funding options for your company.

    2020 · bootstrapp.co · its alternatives →

13. 13
    Options Worth▲200

    Find out what your stock options are worth

    2015 · optionsworth.com · its alternatives →

14. 14
    YourFirstInvestor▲146

    Curated list of equity free funds & entrepreneur interviews

    2017 · yourfirstinvestor.com · its alternatives →

15. 15SS
    Stock Screener and Portfolio Management for DIY Equity Investors▲52

    2019 · eqzen.com · its alternatives →

16. 16
    Stake▲56

    Equity experts for startups

    2024 · its alternatives →

17. 17
    SUPS.vc▲65

    Stock Options & SAFE marketplace making future equity liquid

    2022 · its alternatives →

18. 18
    Founder Equity▲72

    New way to build and invest in early stage companies.

    2014 · founderequity.com · its alternatives →

19. 19
    Cashable▲71

    Startup equity and stock options calculator

    2022 · cashable.app · its alternatives →

20. 20
    Free Financial Planning from Wealthfront▲7

    Free Financial Planning from Wealthfront

    2018 · wealthfront.com · its alternatives →

21. 21
    Fluid Markets Beta▲118

    Invest in Apple earnings, not Apple stock, for free

    2023 · trading.fluidinvesting.com · its alternatives →

22. 22
    Wealthly▲65

    See verified stocks, options, and crypto from others

    2022 · wealthly.com · its alternatives →

23. 23
    Options Exercise Financing By Secfi▲122

    Exercise your startup options without the risk

    2020 · secfi.com · its alternatives →

24. 24
    Fantasy Startup▲98

    Financial sophistication is the new investing standard

    2021 · doriot.app.link · its alternatives →

Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →