Search Results for: equityzen

EquityZen Recognized by World Economic Forum as Tech Pioneer, Alongside Other Fintechs

EquityZen, a secondary marketplace for private securities, has received a nice recognition from the World Economic Forum (WEF), according to a note from the firm. The WEF has selected EquityZen as a company in the list of the 100 of the most promising Technology Pioneers… Read More

Private Securities Marketplace EquityZen Connects with RIAs and Family Offices in Partnership with Addepar

EquityZen is broadening pre-IPO access to RIAs and Family Offices through a new partnership with Addepar, according to a note from the company. Addepar is a Wealthtech management platform that specializes in data aggregation, analytics, and performance reporting. Currently, $1.7 trillion in assets are tracked… Read More

U.S. Fintech EquityZen Forms New Partnership With Hightower For Private Liquidity Network for Clients

EquityZen, a New York-based fintech firm that operates a secondary marketplace, announced on Tuesday it has formed a partnership, partnered with Hightower as an inaugural member of its Private Liquidity Network (PLN). According to EquityZen, Hightower’s PLN offers advisers a unique tool to support clients holding private company… Read More

EquityZen Shares Data on Portfolio Performance

EquityZen, a secondary market for private securities and fund platform, recently posted an update on platform performance. The results are interesting. First of all, investing in any early stage firm is a risky endeavor. Many, if not most, early stage companies fail or meander along…. Read More

Fresh from $6.5M Round, NYC Fintech EquityZen CEO Atish Davda Discusses Investment Access and Liquidity for All

EquityZen, a New York-based Fintech firm that operates a secondary marketplace for company-approved transactions in pre-IPO stock, has a mission: to improve the way startup employees are paid by unlocking the value of their equity compensation in a way that benefits all key players, including the… Read More

New York Fintech Firm EquityZen Secures $6.5 Million During New Financing Round Led By Draper Associates

EquityZen, a New York-based fintech firm that operates a secondary marketplace for company-approved transactions in pre-IPO stock announced on Tuesday it secured $6.5 million during its latest financing round, which was led by Draper Associates. According to the company, the latest financing deal comes as private… Read More

What Do You Guys Do Differently? EquityZen Secondary Market Explains.

EquityZen is a platform that seeks to provide liquidity in private company securities. This is one company that has benefited from the plunging decline in early stage IPOs. Founders Atish Davda, Shriram Bhashyam, and Phil Haslett created the company with a single ambition: to redesign… Read More

AltoIRA Partners with Republic to Enable Retirement Savings to Invest in Startups, Raises Capital on Funding Portal

AltoIRA has partnered with leading crowdfunding platform Republic to enable IRA investors to hold securities sold via Republic. According to AltoIRA, Republic’s members may now invest in privately-held startups using their IRAs. AltoIRA allows individuals to set up an IRA to invest in alternative assets… Read More

SEC’s Concept Release Comment Period Closes. So What Say You on Regulatory Harmonization & Access to Capital?

The Securities and Exchange Commission (SEC) officially closed comments on its concept release regarding regulatory harmonization of securities offerings exemptions on September 24, 2019. But as in past cases, comments have continued to trickle in and we would not be surprised if more follow. That… Read More

Assure Services Claims to be the Largest SPV Service in the World and it Has Many Fintech Platforms as Clients

Recently Crowdfund Insider encountered a successful service that is not exactly a high profile business in the Fintech world. Back office fund management provided by Assure Services. What we did not realize is that many Fintech platforms are outsourcing their fund management so they may… Read More

Five Online Investment Platforms to Join Millennium Trust Company’s Network

On Tuesday, Millennium Trust Company announced it was expanding alternative investment access for advisors and individuals by adding five online investment platforms to its network, Millennium Alternative Investment Network (MAIN). Along with Lending Club, which joined late last month, these portals are EquityZen, iCapital Network, Prodigy Network, R.J. Oasis.  Millennium… Read More

The Top 10 Crowdfunding Legal Developments of 2015

  2015 could go down as the most active year for regulatory reform in the private securities market since 1940.   After a long delay since passage of the JOBS Act in 2012, we saw an unprecedented flurry of regulatory activity in 2015. Without further… Read More

Forbes Adds Seven FinTech Sandbox Members to Fintech 50 List of 2015

FinTech Sandbox, a nonprofit that helps FinTech startups access data and build great products, announced on Thursday that seven of its community members were recently named to the prestigious Forbes FinTech 50 list for 2015. The winners include four Sandbox residents who rely on critical… Read More

SEC Launches Probe of Pre-IPO Tech Stock Sales Transactions

  What started as an action against a single company in late June has evolved into a probe of an entire industry. As reported by the Wall Street Journal late last week, the Securities and Exchange Commission (SEC) has launched a new probe spurred by… Read More

AssetMatch Wants to Be THE Marketplace for Private Company Shares

The growing number of securities in early stage companies is indicative of new funding channels for young innovative firms. Matching investor to issuer has been a challenging task in the path as the process has largely been cut off from mass distribution and discovery as the market… Read More

Angels of Innovation: Every Great Company Starts With an Angel or Two…

The lifeblood of online investment platforms is investment.  That’s not to take anything away from the brilliant and dedicated entrepreneurs who bravely dance on the cutting edge of industry.  But let’s face it, an idea without funding will flicker and then burn out like a… Read More

Lending Club IPO Priced at $15 Share as Early Investors Book Huge Gains

Lending Club, the largest peer to peer lender in the world, will finally list shares today as their public offer trades on the New York Stock Exchange.  Trading under the symbol “LC”, this IPO is described as a bellwether for the entire P2P lending industry…. Read More

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