How technology can help advisors guide clients with IPO wealth

As IPO activity surges, advisors are navigating concentrated equity positions and tax complexity for newly wealthy clients. Wealth Solutions Report asked three fintech executives — including FinTurk founder Mitchell Bratina — how technology helps advisors serve this growing segment.

These clients also arrive with genuinely complex, individualized situations: concentrated stock positions, layered equity compensation, vesting schedules and multi-year tax planning.

— Mitchell Bratina, CFA, Founder & CEO