Elevating
Personal Valuation

XPotential has been guiding Investment  and Career and decisions for Tech Professionals for over 20 years.

01    WHAT SETS YOU APART

High tech professionals face unique challenges requiring a specialized approach

High tech professionals face unique challenges requiring a specialized approach

  • No time to manage financial plan
  • Dealing with variable compensation
  • Optimal handling of company options
  • Concentrated stock positions
  • No time to manage financial plan
  • Dealing with variable compensation
  • Optimal handling of company options
  • Concentrated stock positions

Financial Challenges

Career Challenges

  • Maximizing career capital
  • Designing a career roadmap
  • Company and role selection
  • Salary, options, contract negotiation
  • Maximizing career capital
  • Designing a career roadmap
  • Company and role selection
  • Salary, options, contract negotiation

High tech professionals face unique challenges requiring a specialized approach

Financial Challenges

  • No time to manage financial plan
  • Dealing with variable compensation
  • Optimal handling of company options
  • Concentrated stock positions

Career Challenges

  • Maximizing career capital
  • Designing a career roadmap
  • Company and role selection
  • Salary, options, contract negotiation

02    ROADMAP

Focusing on career decisions along with investment decisions will yield an outcome much greater than with financial considerations alone.

Focusing on career decisions along with investment decisions will yield an outcome much greater than with financial considerations alone.

INVESTMENT
DECISIONS

+

CAREER
DECISIONS

→

>> OUTCOME

Our Approach

Focusing on career decisions along with investment decisions will yield an outcome much greater than with financial considerations alone.

FINANCIAL
DECISIONS

+

CAREER
DECISIONS

→

>>OUTCOME

Our Approach

03    WHAT WE DO

Providing a specialized and comprehensive approach to Wealth Management.

Providing a specialized and comprehensive approach to Wealth Management.

Providing a specialized and comprehensive approach to Wealth Management.

Earn

EARN

Leverage over two decades of career advisory experience to boost career capital and increase lifetime earnings.

Grow

GROW

Thoughtfully construct globally diversified, low-cost portfolios integrating your equity compensation, tax strategies, and unique goals.

Protect

PROTECT

Incorporate active risk management to safeguard equity portfolios and option holdings from the effects of long, deep, business cycle corrections.

Earn

EARN

Grow

GROW

Protect

PROTECT

04    ABOUT US

Xpotential has been guiding Career and Investment decisions for Tech Professionals for over 20 years.

Xpotential has been guiding Career and Investment decisions for Tech Professionals for over 20 years.

Accelerated the
personal valuation of

Built teams leading to

>$70M

100s

>45 IPOs

Assets under management

of tech professionals

or acquisitions

About Us

XPotential has been guiding Career and Investment decisions for Tech Professionals for over 20 years

Accelerated the personal valuation of

>$70M

Assets under management

100s

of tech professionals

>45 IPOs

Built teams leading to

or acquisitions

Accelerated the personal valuation of

>$70M

Assets under management

100s

of tech professionals

About Us
XPotential Whitepaper
XPotential Whitepaper

Elevating your Personal Valuation?

The 5 Questions you Need to Answer