Recently, J.P. Morgan announced a strategic investment in the private markets. The private market is one of the fastest growing and most coveted asset class, this moment poses JP Morgan a trailblazer as they acknowledge the vital edge that pre-IPO trading platforms offer to their wealth managers. Until recently, this asset class has been elusive to sell-side firms. InvestX is paving the road to mainstreaming private equity trading and making it more accessible to their sell-side clients. Broker dealers and wealth managers alike will need to make a necessary pivot and include this coveted asset class to remain competitive and meet their clients demands.
As the number of pre-IPO giants continues to grow year over year, wealth management institutions will need to adapt and collaborating with private market trading platforms will be crucial to their development. Since 2014, InvestX has been on the forefront of late-stage private equity, navigating the complexities of transacting in the private markets for its clients. One of the ways InvestX differentiates itself is by exclusively offering access to the InvestX GEM trading platform to Institutional Broker Dealers only, so that they can offer pre-IPO trading to their wealth management and buy side clients with complete confidence that their client relationships are protected. InvestX empowers the sell-side with access, liquidity and innovation to the private equity asset class.
“We believe that partnering with broker dealers rather than competing with them supports superior compliance, credibility and value” – Marcus New, CEO of InvestX
InvestX breaks through the industry’s opacity and acts as an intermediary who can aggregate the multifaceted data of private companies, mirroring crucial functionalities of the public market such as price transparency, market insights and structured transactions. The company is committed to compliance and provides the most credible access with assurance of transaction.
J.P. Morgan’s recent investment in the private market is a testament to the essential role of the private market trading platforms in even the largest wealth management institutions. InvestX was founded on a commitment to provide trusted access to the growing private markets.