EquityZen has curated this list of quality resources for secondary investors, shareholders and company representatives.
Have additional questions? We'd love to hear from you.
This week's blurb is from Catherine, EquityZen's Finance and Research Lead.
We published a new Robo Advisor Key Metrics Update, which looks at RAUM (regulatory assets under management) and client trends reported by startup advisors on their Form ADV filings with the SEC. All registered investment advisors (RIAs), including robo advisors, are required to file an updated Form ADV at least annually; however, some advisors will provide intra-year updates following a material change in their business (new investment officers, product lines, etc) or as desired. We looked at the following robo advisor startups: Acorns, Betterment, Personal Advisors, Sofi Wealth, StashInvest, Wealthfront and WiseBanyan.
Key takeaways include:
Robo Advisor RAUM Summary
Historical Robo Advisor AUM
In other news...
Founder + Head of Investments, EquityZen
To learn more about whether you're eligible, typical investment size, company valuation, and share price, request access here.
Our mission is to improve the way startup employees are paid by unlocking the value of their equity compensation in a way that benefits all key players: the shareholder, the company, and the investor.
Equity securities are offered through EquityZen Securities LLC. Check the background of this firm on FINRA's BrokerCheck.
© 2018 EquityZen Inc. All rights reserved.