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Added on Nov 08,2026
Eqvesta is an AI-powered personal back office that keeps track of a person's accounts and tells them which financial and tax deadlines apply to them.
It is aimed at people whose finances have become scattered, such as those who have left a job, hold stock options, picked up freelance work or kept an old 401(k).
Users answer a few questions about their tax residency and situation, add what they own and owe using rough estimate ranges, and then see a personal deadline calendar. Setup takes about five minutes.
Key features include a single dashboard of accounts with an estimated net worth, a breakdown by asset type and liquidity, and a calendar of deadlines such as early-exercise elections, quarterly estimated tax payments and federal tax returns. Each deadline comes with a short to-do list, and where paperwork is needed Eqvesta drafts it for the user to check.
Eqvesta uses AI agents to check the relevant rule, work out the date and write the next steps, and it says dates are calculated by rules rather than guessed. Answers cite their sources, such as the tax code or official forms.
On privacy, Eqvesta removes names and personal details before anything reaches the AI, does not ask for bank logins and cannot move money. It never files or signs anything for the user, and the user and their CPA make the decisions. It does not give tax or financial advice.
Pricing: Eqvesta offers a 3-day free trial with no credit card required. Paid plan prices are not listed on the site.
It is suited to employees with equity, freelancers with quarterly tax dates and anyone managing several old accounts across different apps.
Popular alternatives to Eqvesta include Stocknews AI, Finalle and StockGPT. Compare their pricing and what each is best for below.
| Tool | Pricing | Best for |
|---|---|---|
| Stocknews AI | Free | Retail investors and stock watchers who want a filtered feed of market news from major finance outlets. |
| Finalle | Free | Retail traders and investors who want news and social-media-driven market signals summarised for them without a trading... |
| StockGPT | Freemium | Retail investors who want to monitor insider, fund and congressional trading filings and get alerted when notable trades... |
| Uptrends.ai | Free Trial | Retail investors and traders who want to spot sudden spikes in stock chatter and get alerts on the tickers they follow. |
| Pionex | Free | Crypto traders who want rule-based bots to buy low and sell high automatically instead of watching charts all day. |
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