Give your employees expert financial guidance for every stage of life.
Offer your team a financial wellness benefit that combines personalized tax and financial planning from a dedicated CPA and financial planner, with powerful AI tools to help them make smarter financial decisions.
Drive business results
When your people stop worrying about money, your business feels it.
Boost focus and productivity
Take money stress off their plate so work gets their attention back.
Attract and retain top talent
Stand out with a benefit that gives every employee a CPA and CFP.
Make equity feel like pay
Help employees understand and keep more of the RSUs and options you grant.
End tax-season distraction
Withholding gaps and filing get handled before they become a problem at work.
Why financial wellness matters
Money stress follows people to work. So do the questions only an expert can answer.
59%
of employees are stressed about their finances
24%
have left a job, or thought about it, over benefits
68%
of stock plan participants say they need professional advice
Why employers choose Nino
A better financial wellness benefit for your employees, without added cost or complexity for your company.
Financial wellness for everyone
Give every employee access to AI-powered financial tools, with personalized CPA and CFP guidance available when they need it.
Credentialed humans
Go beyond generic financial education with dedicated CPAs and financial planners who provide personalized advice and tax preparation.
No cost to your company
Offer employees exclusive pricing on professional tax and financial planning, with no upfront cost to your business.
Financial privacy
Employees' financial information stays private. Employers never have access to their personal financial data.
How Nino works
From personalized financial advice to AI-powered tools, everything your employees need to make smarter financial decisions.
Your planner Levi Larsen, CFP
Founding Financial Planner
01
Meet their dedicated CPA and financial planner
Get personalized guidance from experts who understand their finances, goals, and tax situation.
Your plan
1 of 3 done- Set aside tax for the next RSU vest
- Max the 401(k) before December 31
- Open a backdoor Roth IRA
02
Get a personalized financial plan
Turn financial goals into actionable steps, with ongoing guidance as their lives and finances evolve.
Can I retire at 60 without changing how we live?
03
Get answers anytime with AI
Ask questions about taxes, investments, spending, and more, with answers informed by their connected financial accounts.
Financial guidance tailored to your workforce
Every employee has different financial needs. Nino provides personalized guidance for their unique circumstances.
Technology
Help fast-moving teams make the most of RSUs, options and their 401(k).
See how Nino helpsStartups
Guide early employees through ISOs, early exercise and the 83(b) election.
See how Nino helpsHealthcare
Give physicians and care teams a plan for high income and late starts.
See how Nino helpsProfessional services
Help high earners at law and consulting firms plan taxes and partnership income.
See how Nino helpsExecs
Support execs with concentrated stock, deferred compensation and big tax years.
See how Nino helpsSmall businesses
Give a small team the financial benefit big companies offer, with a CPA and planner for everyone.
See how Nino helpsMeet the experts your team works with
The CFP and CPAs who plan and file for Nino members.
Levi Larsen, CFP
Founding Financial Planner
More than a decade advising families, at Charles Schwab, Edelman Financial Engines, and Beacon Pointe. Plans retirement, equity compensation, and the big life decisions.
Shehan Chandrasekera, CPA
Head of Tax Strategy
Runs tax strategy at both CoinTracker and Nino, and is one of the few CPAs nationally recognized as an expert in cryptocurrency taxation. One of 12 people the US Treasury selected to testify on digital asset broker regulations, and frequently quoted by Bloomberg, Reuters, and CoinDesk.
Warren Wu, CPA
Nino Tax Lead
Nino's tax lead, with 10 years of tax-advisory experience on complex individual and business returns. Also spent 5 years building tax software that was acquired.