KOLADEN UNLOCKS LIQUIDITY

The AI-native system to tax-efficiently manage concentrated wealth.

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25,000 shares
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KOLADEN UNLOCKS LIQUIDITY

The AI-native system to tax-efficiently manage concentrated wealth.

Get started

SPOT
50,000 shares
Meta
25,000 shares
Add files

KOLADEN UNLOCKS LIQUIDITY

The AI-native system to tax-efficiently manage concentrated wealth.

Get started

SPOT
50,000 shares
Meta
25,000 shares
Add files

Institutional equity solutions built for the modern wealth advisor.

Hedge Advance

Lock in the value of a single stock and draw cash against it, often below margin rates.

Box Loan

Borrow through the options market through short box spread loans, at close to treasury rates.

Diversify

Move out of a concentrated position over time while managing the tax bill.

Institutional equity solutions built for the modern wealth advisor.

Hedge Advance

Lock in the value of a single stock and draw cash against it, often below margin rates.

Box Loan

Borrow through the options market through short box spread loans, at close to treasury rates.

Diversify

Move out of a concentrated position over time while managing the tax bill.

Institutional equity monetization, built for modern wealth.

Hedge Advance

Lock in the value of a single stock and draw cash against it, often below margin rates.

Box Loan

Borrow through the options market through short box spread loans, at close to treasury rates.

Diversify

Move out of a concentrated position over time while managing the tax bill.

Balance Sheet

$5.3M Total Net Worth

401k

Stock

Real Estate

Cash

Concentrated stock at 70% of allocation.

Integrated with your portfolio tools.

Flag opportunities automatically and explore liquidity options in a few clicks.

Offers Received

90 bps spread across multiple lenders

Lending offers in hours, not weeks

Request and review competitive terms from multiple lenders, in one simple view.

Lending offers in hours, not weeks

Request and review terms from multiple lenders, in one simple view.

Echo AI agent platform interface mockup

Firm compliance records…

⌘K

External lender communication

48 deal threads archived & retained

Pending firm response

4 quotes awaiting your teams response

Suitability documentation

1 deal missing suitability review

Flagged for review

2 deals under review for rate parity

Fiduciary tools built into every step

Automated compliance and recordkeeping, integrated with your firm's existing tools.

Fiduciary tools built into every step

Automated recordkeeping, integrated with your firm's existing tools.

Echo AI agent platform dashboard mockup

Firm compliance records...

⌘K

External lender communications

48 deal threads archived and retained

Pending firm response

4 quotes awaiting your team's response past 7 days

Suitability documentation

1 deal missing documented suitability check

Flagged for review

2 deals under review for fee and rate parity

Forecast

In progress

New

5 deals moved to closing

Balance Sheet

$5.3M Total Net Worth

MSFT

Alts

Real Estate

Cash

Concentration level at 70%

Echo AI agent platform dashboard mockup

Firm compliance records...

⌘K

External lender communications

48 deal threads archived and retained

Pending firm response

4 quotes awaiting your team's response past 7 days

Suitability documentation

1 deal missing documented suitability check

Flagged for review

2 deals under review for fee and rate parity

Forecast

In progress

New

5 deals moved to closing

Balance Sheet

$5.3M Total Net Worth

MSFT

Alts

Real Estate

Cash

Concentration level at 70%

Who we Support

Access for those who dare to dream, pursue, and achieve.

Independent Advisors

Emerging advisors covering less than $1B.

Mid-Sized Firms

Established managers covering $1B - $10B.

Enterprises

National advisory firms covering $10B+.

Ready to get started?

Let's go

Who we Support

Access for those who dare to dream, pursue, and achieve.

Independent Advisors

Emerging advisors covering less than $1B.

Mid-Sized Firms

Established managers covering $1B - $10B.

Enterprises

National advisory firms covering $10B+.

Ready to get started?

Let's go

Who we Support

Built for modern revenue teams.

Independent Advisors

Emerging advisors covering less than $1B.

Mid-Sized Firms

Established managers covering $1B - $10B.

Enterprises

National advisory firms covering $10B+.

Ready to get started?

Let's go

our mission

We believe freedom starts with access to your own wealth.

our mission

We believe freedom starts with access to your own wealth.

our mission

We believe freedom starts with access to your own wealth.

Concentration. Managed.

Privacy Policy

Terms of Service

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Koladen is not a registered broker-dealer, and Finalis Securities LLC and Koladen are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.


Finalis Privacy | Policy Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary ("Form CRS")


Koladen.com is a website operated by Koladen, Inc. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and [Insert DBA Name] along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current. Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis' Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.

Concentration. Managed.

Privacy Policy

Terms of Service

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Koladen is not a registered broker-dealer, and Finalis Securities LLC and Koladen are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.


Finalis Privacy | Policy Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary ("Form CRS")


Koladen.com is a website operated by Koladen, Inc. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and [Insert DBA Name] along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current. Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis' Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.

Concentration. Managed.

Privacy Policy

Terms of Service

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Koladen is not a registered broker-dealer, and Finalis Securities LLC and Koladen are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.


Finalis Privacy | Policy Finalis Business Continuity Plan | FINRA BrokerCheck | Finalis Form Customer Relationship Summary ("Form CRS")


Koladen.com is a website operated by Koladen, Inc. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities' registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and [Insert DBA Name] along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current. Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis' Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.