Two men sharing a laugh while looking at a laptop at home
The 2026 IPO wave

Your company is going public. You don't have to figure it out alone.

Rich on paper but tight on cash, a tax bill you can't size yet, and a future riding on one stock. I'm a queer financial planner who works on equity compensation. Together we'll get clear on what you have and turn it into a plan for the freedom you're working toward.

Book a free intro call
Quick answer

How can LGBTQ+ employees at pre-IPO companies get help with their equity?

Work with a fee-only fiduciary who plans for equity compensation and understands queer households. That means looking at tender offers, lockups, ISOs, RSUs and taxes together with your partner, chosen family, family-building plans and cost of living. Aequitas Financial works virtually with LGBTQ+ employees nationwide.

This page is part of our wider guide to LGBTQ+ financial planning — how fee-only, fiduciary planning works for queer households, and which topic to start with.

Important Disclosures: Aequitas Financial, LLC is a Registered Investment Adviser in the State of California. Registration does not imply a certain level of skill or training. More information about Aequitas Financial, LLC, including our investment strategies, fees, and objectives, can be found in our Form ADV Part 2, which is available upon request or through the SEC's Investment Adviser Public Disclosure website. The information provided on this website is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice. Nothing on this website constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Before making any investment decisions, you should consult with qualified financial, legal, and tax professionals who can provide advice tailored to your individual circumstances.