EquityZen Institutional

EquityZen Institutional allows professional investors and financial advisers to manage investments on behalf of their clients
through a streamlined, secure, and fully automated investment platform.

Everything in One Place

Research, portfolio management, and investment updates all in one place - a 360 degree view of your client accounts.

Communications

Keep track of client communications and investment updates.

Documentation

A central repository for all client documents, including tax forms and investment documents.

Transactions

Complete transparency into your client's positions, including performance updates.

Benefits

  • Keep track of client investments
  • Manage action items
  • Custom portfolio analysis
  • Communications in one place
  • Sync with third party custodians
  • Organize client documents

Investments in private placements holding pre-IPO companies are speculative, illiquid, and carry a high degree of risk, including loss of principal. Investments made on the EquityZen platform are made through pooled investment vehicles, which acquire shares of private technology companies, and are not direct investments in these companies.

For more resources check out our Knowledge Center and FAQ

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