Finance Management

Wing is a managed assistant service that gives businesses a dedicated, AI-trained assistant inside the tools they already use. Wing recruits, vets, trains, and manages every assistant, so clients skip hiring, onboarding, and supervision. Assistants cover 155+ roles across admin and executive support, sales and lead generation, marketing and design, bookkeeping and finance, HR and recruiting, customer service, and software and development, plus industry roles for healthcare, legal, real estate, e-commerce, and construction. Every account includes a dedicated Customer Success Manager, built-in backup coverage, a 24-hour replacement guarantee, and the free Wing Workspace app. Assistants start in 72 hours on month-to-month terms. Wing is SOC 2 certified, ISO 27001 compliant, and HIPAA compliant with a BAA available. Pricing starts at $699/mo part-time and $999/mo full-time, 65 to 80% less than a comparable local hire. Founded in 2019. Trusted by 10,000+ companies across 27 industries.

TaxTaker helps Startups unlock non-dilutive funding through R&D tax credits

Claim $100k+ for your company with the Employee Retention Credit

Financial Planning for Startups

Eqvista is a cap table management application that helps founders track their company shares. Eqvista helps you issue electronic shares, and convertible instruments, track the financial status of the company, get your 409A valuation and stay compliant. It is an application for the founders of the company and all those who own shares in the company including the employees, investors, officers and others.