Citrine Capital

03/31/2025

If you're at Scale AI and navigating the possibility of a tender offer, know that you're not alone. These decisions can be meaningful and complex.

At Citrine Capital, we’ve guided many through similar situations. If you would like to work with a trusted partner, we’re here to help.

We’re a premier financial planning and tax firm serving tech professionals—this is what we do, and we do it with care. You deserve advice that’s both clear and aligned with your goals.

Scale AI, a buzzy data-labeling startup, is seeking a $25 billion valuation in a potential tender offer, according to sources who have seen the deal.

02/28/2025

🚨 Tender Offers: A Unique Opportunity for Equity Liquidity 🚨

With many companies delaying their IPOs, we’re seeing an increase in tender offers—a rare chance for employees to divest some of their equity. If your company is offering one, it’s worth exploring because these opportunities don’t come often and are not guaranteed.

At Citrine Capital, we specialize in helping tech employees navigate equity compensation, ensuring you make smart, tax-efficient decisions that align with your financial goals. Beyond just the numbers, tax strategies, fund reallocation, and cash flow—we also guide you through the emotional and life considerations that come with these big financial moves.

If you’re considering a tender offer, let’s talk. These opportunities are fleeting, and the right strategy now could have a lasting impact on your financial future.

Stripe announced a tender offer on Thursday that values the company at close to its peak valuation from 2021.

12/04/2023

What to Consider When Launching Your Startup 👇

When launching a startup, there are several key considerations that you should keep in mind. It's important to carefully evaluate each of these elements to make informed decisions that align with your business objectives and long-term plans. Here’s a guide for startup founders to build your compan...

01/12/2023

Ryan spoke with WealthManagement.com about the use of alternative investments in portfolios.

Not every advisor sees a role for alternative investments like private placements or nontraded REITs. For those who do, making the allocations in reaction to declines in traditional portfolios is a mistake.

12/21/2022

Kiersten spoke with Think Advisor on her recommended reading for early retirement, "Work Optional" by Tanja Hester:

These books can help advisors and clients work through the financial and non-financial challenges of retirement planning.

12/19/2022

Ryan spoke with Rachel Christian on the importance of keeping bitcoin in self custody and why most of “crypto” will fail over the long-term.

It’s been a rough year for cryptocurrency. Bitcoin is down nearly 65% from its 2022 peak in early January. Major exchanges are filing for bankruptcy. Calls for regulation are mounting. The so-called “crypto winter” is starting to feel more like a crypto apocalypse. Millions of everyday investo...

12/16/2022

We are very excited to announce that Melanie Askey and Todd Bartman have joined Citrine Capital! Melanie has joined our Service Team and Todd joins us as our new Director of Tax.

Melanie is a Client Service Associate and she comes to Citrine with valuable experience in developing and executing business strategy and marketing plans. She will be assisting Citrine's service team with our backend processes.

Todd is a Certified Public Accountant, our new Director of Tax, and comes to Citrine with experience in tax preparation, forward looking tax planning, tax research and resolving complex income tax issues with the IRS and state taxing authorities. Todd will be filing all client tax returns for 2022 and beyond as well as providing key tax planning insights.

Please give them both a warm welcome!

12/06/2022

Ryan spoke with Financial Planning about the collapse of FTX, the difference between Bitcoin and “crypto,” and why Citrine Capital still recommends some Bitcoin in portfolios.

Crypto boosters are quick to caution jittery investors that other, better-regulated industries have not been immune to scandals.

10/27/2022

Kiersten discusses how to optimize savings strategies for vacations.

Saving money can help you reach your goals, cover future expenses and minimize stress. Here are six ways saving money can benefit you significantly.

09/23/2022

How to ask for a raise if you work in tech - Ryan's latest blog is up!

Negotiating your salary can be intimidating but DO NOT let that stop you, and never underestimate the importance of asking for what you deserve.

09/01/2022

Here is some helpful information regarding the recently announced Student Loan Forgiveness program.

President Biden’s much-anticipated loan forgiveness was finally announced, and like most student loan forgiveness programs, the devil is in the details.

07/25/2022

Kiersten was interviewed on how to find an LGBTQ supportive advisor:

Financial advisors exist for every income level and can help the LGBTQ+ people realize their goals and ensure their wishes are honored.