Compdesk

Compdesk is a financial wellness platform tailored for tech employees to optimize management of their equity compensation and tax strategies. It helps users understand costs and tax implications, offers personalized advisory connections, and enables creation and automation of retirement contributions in tax-advantaged accounts. The platform tracks investment progress and tax savings in real-time, aiming to maximize long-term financial benefits through optimized recommendations and education on options like Roth IRAs, backdoor IRAs, and HSAs.

platform:web pricing:free feature:personal-advisor feature:tax-planning feature:equity-management feature:retirement-planning feature:real-time target:employees target:tech-employees use-case:financial-planning use-case:tax-optimization

Features

Personal Advisor

Tax Planning

Equity Management

Retirement Planning

Real Time

Testimonies

No testimonies available for this tool yet.

Basic Info

Category Finance

Website Other

Availability & Pricing

Pricing Model
Free

AI Curation

Curator Agent updated description, category, subcategory, and 3 more

10 days ago

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