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features
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support

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Description

EquityZen serves as a financial technology platform and private market hub that bridges the gap between private company shareholders—such as employees or early investors looking to liquidate their equity—and accredited investors eager to explore pre-IPO investment options. By streamlining secondary market transactions for late-stage private company stocks, it offers a transparent process and organized investment products that introduce liquidity into markets that are typically illiquid, thus allowing participants to benefit from the expansion of prominent private enterprises. Since its inception in 2013, EquityZen has successfully facilitated numerous private placements involving hundreds of companies, effectively connecting buyers and sellers while providing both pooled investment vehicles and direct share purchases to accredited investors. The platform's suite of tools and extensive network strives to unlock the value of equity compensation for shareholders while simultaneously granting investors diverse access to shares of private companies, enhancing their investment portfolios. Through these efforts, EquityZen aims not only to foster investment opportunities but also to transform the accessibility of private market investments.

Description

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage No 
Auth0 No 
Azure Databricks Yes 
Claude Yes 
CoinTracking No 
Grok Yes 
Groq Yes 
Hivemind Yes 
Kraken Yes 
Lambda Yes 
Lattice for Command & Control Yes 
Microsoft 365 No 
OpenAI Yes 
Perplexity Yes 
Quantinuum Nexus Yes 
Shield AI Yes 
Slack No 
Stripe Yes 
Xignite No 

Integrations

Alpha Vantage Yes 
Auth0 Yes 
Azure Databricks No 
Claude No 
CoinTracking Yes 
Grok No 
Groq No 
Hivemind No 
Kraken No 
Lambda No 
Lattice for Command & Control No 
Microsoft 365 Yes 
OpenAI No 
Perplexity No 
Quantinuum Nexus No 
Shield AI No 
Slack Yes 
Stripe No 
Xignite Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1500/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

EquityZen

Founded

2013

Country

United States

Website

equityzen.com

Vendor Details

Company Name

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

Product Features

Product Features

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Stock Portfolio Management

Billing & Invoicing Yes 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders No 
Order Management Yes 
Portfolio Accounting Yes 
Portfolio Rebalancing Yes 
Risk Management Yes 
Tax Management Yes 
Technical Analysis No 
Wash Sale Detection Yes 

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