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About Stratum Finance

Stratum Finance is an independent editorial desk. It covers RSU withholding, ISO/NSO basics, and AMT scenarios, written for software engineers with RSU-heavy comp, hardware and infra leads, and staff+ IC trajectories. Spreadsheet-credible guidance for people who debug systems for a living and want the math shown. Guides state their assumptions, calculators run in your browser, and disclosures stay visible wherever regulated topics appear. Optional advisory conversations are always clearly separated from the reading experience, and nothing on the site is personalized financial advice.

  1. Built for software engineers with RSU-heavy comp, hardware and infra leads, and staff+ IC trajectories.
  2. Core coverage: RSU withholding, ISO/NSO basics, and AMT scenarios.
  3. Free calculators that state their assumptions and run entirely in your browser.
  4. Education first — disclosures appear wherever regulated topics are discussed.

Common questions

What is Stratum Finance?

Stratum Finance publishes general financial education and free calculators for technical careers, and can refer you to a licensed advisor who works with engineers.

Is this personalized investment advice?

No. Materials are general education and illustration. Decisions involving securities, taxes, or planning should involve your own licensed professionals.

How does matching work?

Inputs, then a check, then an output. You submit a few answers, we confirm them with you, and we refer you to a licensed advisor who works with engineers and technical careers. You decide what happens next.

Does it cost anything to ask?

No. Being matched is free for you. Any fee for an advisor's services is agreed between you and that advisor, who gives you their own disclosures first.

Get matched with an advisor who specializes in engineers and technical careers

  1. Submit the inputs in four short steps. Ranges are fine for money fields.

  2. We check the inputs and contact you to confirm the figures.

  3. You get a referral to a licensed advisor who works with engineers and technical careers. What happens next is your decision.

Step 1 of 4

Where you are and what you need

So we look for someone who works with people like you.

This website is an educational publisher. It does not give personalized advice, recommend securities or manage money. Asking to be matched does not create an advisory relationship: any relationship is between you and the advisor, who will give you their own disclosures before you decide anything. Licensed financial advisors join our network to receive introductions and may pay us for them, through a monthly membership and a fee for each request. The fee does not depend on whether you hire an advisor and is not higher or lower for any particular advisor. Because advisors may pay us, we have a financial interest in the introductions we make. We match you by what you need, and being matched is not a recommendation or rating of any advisor. Nothing here is investment advice.

Please do not include material nonpublic information, account numbers, or anything covered by a confidentiality obligation.