Transforming Tomorrows
While your company is focused on growth today, we can help your shareholders plan for their tomorrows

Valued Expertise
KYC
EquityZen's compliance team conducts KYC, BSA/AML, and OFAC checks via world class technology solutions to screen and verify prospective share purchasers.
Transfer Documentation
A dedicated EquityZen lawyer drafts the Stock Transfer Agreement and any ancillary transfer documents and securely shares them for review and execution by all parties.
Money Movements
From escrow to closing, EquityZen coordinates all money movements through its banking partners.
Process Coordination
With expertise from 45,000+ transactions, EquityZen manages the full secondary process. We coordinate with all parties to enable transactions tailored to unique company needs.
Liquidity on Your Terms
Maintain Control
Determine when, how much and who can sell while keeping private company information confidential.
A Single, Known Shareholder
Simplify your cap table and reduce the administrative burden of secondaries by having a single EquityZen fund as a passive, company-friendly shareholder.
Retain Talent and Mitigate Risk
Empower employees and early shareholders to realize the value of their equity on their timeline and safeguard against the risk of them seeking alternative liquidity options without your consent.
EquityZen by the Numbers
450+
Companies Served
230+
Listed on Unique Capitalization Tables
$1.5B+
Total Distributed to Shareholders
Private Company Testimonials
What Could EquityZen Do for You?
“
[EquityZen] behaves with great ethics and cordiality... Not everyone in the industry is like that.
GC, California-based Unicorn
“
EquityZen is very reputable and [you are] stand up folks. We appreciate working with you.
CFO, California-based Unicorn
“
Your approach has consistently been favorable... [and] it's nice to work with someone you trust. EquityZen plays a really valuable role.
Associate GC, New York-based Unicorn
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.