Wealth management for high-performing tech professionals
AI-powered technology, specialist advice, and dedicated Wealth Teams — a smarter way to manage your wealth.
Designed for the next generation of builders, founders and professionals.
- Industry-low advisory fees at 0.4%
- White-glove service from dedicated Wealth Teams, with fast response times
- Access to members-only products like Flagship, Direct Indexing, and Diversify
Specialist Advice That You Can Trust
Work directly with your Wealth Advisor
Every client is paired with a licensed Wealth Advisor.
Supported by a Dedicated Wealth Team
Your Wealth Team brings together specialists — including Certified Financial Planners — to solve the complex problems of your household wealth.
Specialized Expertise
We focus on emerging high-net-worth tech employees, both pre- and post-IPO, at leading companies across the United States.
Fiduciary Responsibility
As a registered investment advisor (RIA), we are legally bound to act in your best interest at all times.
No commissions or hidden costs
Industry-Low Fees
wellpositioning
0.40%
Annual Fee
500$
Minimum
- A consistent advisor across major decisions
- Deep expertise in equity, liquidity, and career events
- Timely guidance before your options expire
- Full transparency, anytime
Traditional Wealth Advisor
>1%
Annual Fee
500,000$
Minimum
- A consistent advisor across major decisions
- Less specialized in equity, liquidity, or career events
- Slower help for time-sensitive decisions
- Delayed or limited transparency
Meet the advisors you’ll work with
Jack
Sullivan
Director of Wealth Advisory
- Title
- Director of Wealth Advisory
- Experience
- Prev. Fortis Lux Wealth Management
- Focus
- 7 years advising | Series 7, 66
Giovanni
Tiso
CFP®, Lead Financial Planner
- Title
- CFP®, Lead Financial Planner
- Experience
- Prev. Range, CAPTRUST, Focus Wealth
- Focus
- 11 years experience | Series 65
Sofia
Silveira
Vice President, Wealth Advisor
- Title
- Vice President, Wealth Advisor
- Experience
- Prev. J.P. Morgan Private Bank
- Focus
- 5 years advising | Series 7, 66
Aahana
Chatterjee
Vice President, Wealth Advisor
- Title
- Vice President, Wealth Advisor
- Experience
- Goldman Sachs Markets Coverage Group
- Focus
- 7 years experience | Series 65
Allison
Copsey
Vice President, Wealth Advisor
- Title
- Vice President, Wealth Advisor
- Experience
- Bank of America Private Bank
- Focus
- 5 years advising | Series 7, 66
Trusted by employees at SpaceX, OpenAI, Anthropic, and others.
These companies share similar wealth-creation patterns — we’re here to help you make the most of them.
Net Worth
$15M
Employer
Anthropic
Location
California
% in one stock
97%
Planned initial exercise and sale
$1.5M
Monte Carlo probability of success
87%
Tranched exercise-and-sale plan that spreads income and AMT across multiple years.
Charitable pledge timed to long-term status, structured to preserve the full deduction.
Anthropic employee. 97% in one stock. Here’s what we did.
We modeled the same position three ways — diversifying in tranches came out ahead without giving up the upside.
Real client story, anonymized for privacy. wellpositioning is not affiliated with or endorsed by Anthropic.
We helped a Meta engineer diversify $7M in stock
An engineer came to us with 90% of a $6.7M net worth concentrated in a single stock — a concentration that only grew after a large new grant in early 2026. By pairing specific tax lots, we sold $600K of shares with minimal tax impact.
Real client story, anonymized for privacy. wellpositioning is not affiliated with or endorsed by Meta.
1x1 with our team
We review all tax lots for tax optimization
Tax-optimized impact
Ongoing quarterly
Next step
Ongoing quarterly
Key Facts about wellpositioning
- 1Total Assets Under Management$1.2 billion *
- 2Total Growth for Clients Since Inception$302 million **
- 3Founding Date2017
- 4Annual AUM Fee0.40%
- 5LiquidityDaily
- 6HeadquartersGreenwich Village, NYC
- 7ServicesEquity, Tax Planning, Cash Flow, Wealth
Get trusted advice when timing matters
Talk to an advisor
Disclosures
* Assets under management figures are approximate and reflect the most recent reporting period. ** Client growth figures represent aggregate realized and unrealized gains across all client offerings since inception, net of fees where applicable, and are shown before taxes. Individual results vary, some clients experienced losses, and aggregate figures are not representative of any single client’s experience.
Case studies shown on this page are illustrative and anonymized. They are provided as examples of our process, not as client endorsements or testimonials. Company names and trademarks belong to their respective owners, are used for identification only, and do not imply affiliation or endorsement.
Nothing on this page is investment, tax, or legal advice, or an offer or solicitation to buy or sell any security. All investing carries risk, including possible loss of principal. Past performance does not guarantee future results, and diversification does not ensure a profit or protect against loss. Please consult a qualified professional before acting on any information here.