Elevate Your Practice, Expand Your Expertise
Access the marketplace specializing in the private companies committed to shaping the future
Seeking Portfolio Diversification? Seeking Liquidity?
No matter your private markets strategy, EquityZen can help you and your clients build knowledge and execute with confidence.
Deep Relationships
For more than a decade, EquityZen has built trusted relationships with large and small players across the ecosystem. Our broad, active client base ensures access and liquidity for sought-after private shares.
Private Market Specialists
You and your clients have access to new alternative investment options everyday. EquityZen specializes in private company shares. Our team's intimate knowledge of the market, coupled with our technology enable seamless transactions.
Valued Insights
EquityZen's robust data and analytics are generated from a decade's worth of secondary transactions. From Capitalization Tables to transaction data, our analytics can help you expand your private market knowledge and guide your clients.
Investing for Clients...
Value Creation and High Potential Return
As companies stay private longer, growth and innovation is happening while companies remain inaccessible to many public market investors according to the World Economic Forum. Private equity has outperformed the public market over a 1 to 25 year period. [Source: Cambridge Associates, 2022].
Diversification
An allocation in private market investments can achieve better risk-adjusted returns and complement more traditional investment holdings in a diversified portfolio. Cerulli reports that financial advisors use alternatives to support portfolio objectives of Diversification (78%), Downside Risk Mitigation (57%) and Growth/ Enhanced Return Opportunity (45%). [Source: Cerulli, 2023]
Access Alternatives
As younger and wealthier investors seek out alternative investment solutions, our platform supports their objectives, from seeking portfolio diversification and growth to opening doors to investing in a favorite private company or promising innovation. [Source: Forbes, 2023]
Helping Your Clients Sell...
Fund Life’s Milestones
Your clients shouldn’t have to delay their financial plans or needs while their company's exit strategy is on hold. EquityZen works with institutions, early investors and individual employee shareholders to help them achieve liquidity to pursue their business goals or personal endeavors.
Diversify Their Portfolio
Selling private shares provides access to capital to deploy elsewhere while safeguarding a client’s wealth from the risk of being too heavily invested in one company. Our experienced team and proprietary systems work to ensure transactions are as seamless as possible.
Options without Compromise
Your clients shouldn't have to choose between letting their equity options expire or the uncertainties of exercising without an exit on the horizon. EquityZen’s deep relationships across the ecosystem allow us to ascertain the market for shares quickly and easily.
EquityZen Investment Solutions
Single Company Funds
Invest in a single company via an EquityZen Fund
Multi-Company Funds
Invest in multiple companies via an EquityZen Fund
Direct Share Acquisitions
Acquire ownership directly via an EquityZen brokered transaction
EquityZen Liquidity Solutions
EquityZen by the Numbers
750K+
Total Subscribers
450+
Companies Served
46K+
Company Approved Transactions Since 2013
Financial Advisor Testimonials
What Could a Partnership Mean to You?
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A gamechanger for folks like me to get in [on] private equity ownership.
Investor, California
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Will continue sending you shareholders; you provide a great service.
Shareholder, Investor and Start-up Executive
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We definitely have a lot of respect for the EquityZen platform that you and your team have built.
Venture Fund
Endorsements and client testimonials are unsolicited, not compensated, and may not be representative of others' experiences. They don't guarantee future performance. Refer to our Disclosures for conflicts of interest related to endorsements and client testimonials.