The offer
What this business does
Vest Agents helps Tech employees, founders, and executives who need to find the right human expert for equity-compensation questions and want AI to prepare the case first. match people with vetted equity experts and prepare organized briefing packets before the first consultation by combining The agent intakes user situation, organizes grants and deadlines, matches advisor types, prepares a briefing packet, books consultations, and logs consented data sharing with a focused web workflow. It matters because more workers and founders face complex vesting, options, RSUs, taxes, and liquidity decisions but struggle to find the right advisor, and the AI-native system uses structured intake, deadline extraction, advisor matching outcomes, consented document packets, and review data make the marketplace smarter than generic advisor directories.
Best first use
Advisor matching and briefing packet for employees with upcoming vesting decisions.
Release contents
What the pack specifies
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Public pages
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Interactive experiences
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