If you are an executive at a Fortune 500 company or you’ve worked at a fast-growing
startup, a large concentration of your investment portfolio may be held in your
company’s stock.

Many tech executives seek financial technologies and wealth management services to
help them save money, pay off debts and keep track of everything they own
financially. Financial apps can help with some of these specific financial tasks. As
investors grow their wealth over time, they may seek professional advice from
financial advisors, accountants and investment managers…