Wealth Management
for Startup Founders
Human-driven, AI-enabled. Built by founders for founders.
You work hard to build your company. You should keep the value you create.
From self-directed Roth IRAs to estate planning, we handle the complexity of your growing personal wealth, so you can focus on building.
Tax Optimization
From QSBS stacking to inter-state arbitrage, we got you covered
Estate Planning
Curated trust structures and succession planning
Comprehensive Advising
End-to-end management for all your wealth, not just your company
Calculate Your Tax Savings
See how much you could save in taxes at exit with proper wealth management strategies
Tax Impact Calculator
Why Choose Overscale?
We combine cutting-edge AI technology with deep human financial expertise to provide full-stack wealth management tailored specifically for startup founders.
AI-Powered Automation
Specialized agents handle complex financial tasks automatically, from document generation to regulatory filings.
Tax Optimization
Advanced calculations for QSBS exemptions, installment sales, and other tax-saving strategies.
Document Management
Automated generation and filing of 83(b) elections, trust documents, and estate planning paperwork.
Expert Oversight
Human experts review all AI recommendations and handle complex edge cases.
Wealth Optimization
Continuous monitoring and optimization of your financial strategies as your company grows.
Compliance Monitoring
Stay compliant with changing regulations through automated monitoring and alerts.
Time-Sensitive Actions
Never miss critical deadlines with proactive monitoring and automated reminders.
Founder-Focused
Purpose-built for startup founders with equity compensation and exit planning needs.