Advisors

How We Help Advisors

You can now offer your clients access to the growing private markets, which has historically been reserved for institutional investors due to their high minimums and long lock-up periods.

With private company growth outpacing public company growth and private companies generating stronger returns, the ability to access these investments becomes an imperative. Through InvestX’s platform, your clients can now access this growing asset class.

Get the Edge

Access to late-stage private companies

Leverage a powerful prospecting product for new accounts

Access to early liquidity for investments through proprietary marketplace

Differentiate your business

Access research, presentation, and marketing materials

Rigorous due diligence and risk management

120

BILLION
Valuation of all companies listed on our platform

30

+
Pre-IPO Investments

7000

+
Investors on our Platform

To access the private markets and differentiate your business...contact us

InvestX Selection Process: Investing in World-Class Companies

Our rigorous selection and due diligence process helps us find and invest some of the world's leading companies.

Deep experience in private & public markets

Strong and well established network of issuers

Access to greater breadth of alternative investment opportunities

InvestX Featured Offerings

We're here to help you invest and trade in pre-IPO companies that have met the InvestX investment criteria.

Growth Equity Fund II

Invest in quality private equity without the traditional multi-million-dollar investment minimums.

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InvestX Bespoke Offerings

Bespoke Offerings

Express interest in a company or live deal or indicate interest in selling your shares.

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InvestX Trading Platform

Solving the liquidity problem of private investments.

  • Solve the 3+ year hold problem of private investing
  • Give clients the ability to sell or add to their investments
  • Secondary trading opportunities
  • Considerable competitive advantage offering liquidity in private investments over competitors and wire houses
  • Allows for trading of non-InvestX product(s)
  • Efficiently trade without any risk of ROFRs (InvestX product specific)

InvestX Insights

Explore the latest resources, insights and news on our blog

How Much Should Your Client Allocate to Private Equity?

As an investment adviser, you may wonder what proportion of my clients’ assets should be allocated to private equity? This article will show you the[…]

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The Shrinking Public Market: Making Small Investors Losers

Over the past 20 years, a dramatic shift has been taking place in the capital markets. According to Pantheon, the number of publicly listed companies in the[…]

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How to Manage Your Portfolio During Covid-19

The widespread outbreak of the virus has negatively impacted the global stock markets with approximately $9 trillion being erased from the markets in nine days on growing fears of a market downturn.

Read More

+1.778.383.1690 | Contact Us Today to Access the Private Markets