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Financial Planning and Analysis
Overview
Focus
Financial Planning and Analysis
Equity Management
Product
Equity compensation and financial planning platform for employees with stock plans.
Equity administration platform by Morgan Stanley for employee stock plans and cap tables.
Headquarters
San Francisco, California
Calgary, Canada
Company size
11-50 employees
1,001-5,000 employees
Founded
2019
2004
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026