Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Alpha Vantage
No
Auth0
No
Azure Databricks
Yes
Claude
Yes
CoinTracking
No
Grok
Yes
Groq
Yes
Hivemind
Yes
Kraken
Yes
Lambda
Yes
Integrations
Alpha Vantage
Yes
Auth0
Yes
Azure Databricks
No
Claude
No
CoinTracking
Yes
Grok
No
Groq
No
Hivemind
No
Kraken
No
Lambda
No
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