Why InvestX

InvestX is a pioneer in the pre-IPO asset class; this competitive advantage has allowed us to create pathways for investors in the United States and Canada to invest in companies such as Airbnb, Spotify, Turo, Discord, Epic Games, Kraken, and many more.

We offer access to private equity investments that, for many decades, were exclusive to a very limited investing population. We provide gateways for accredited investors to participate in shared success.

Our people are an integral part of this vision coming to life, which is why our culture is built on a core set of values. These values are engrained in our hiring process, development, and recognition programs to connect, support, and engage our team members to achieve and grow professionally and personally at InvestX.

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Our Values

clients in focus

Clients in Focus

We believe our clients deserve the best and we aim to exceed expectations. We treat every touchpoint with precision, accuracy, and care. Our expertise and true partnership create innovative solutions to improve our client’s experience. 
powered by passion

Powered by Passion

We are powered by our brilliant, thoughtful team players who love what they do. We inspire and motivate each other to perform at our very best. That energy, curiosity, and enthusiasm lifts us as we meet challenges, serve clients, and build our products.  
accountability = impact

Accountability = Impact

We can’t succeed alone; the power of working as a team has infinite potential. Making sure our accountabilities get done and staying true to our word will help us all reach our goals together and positively impact the success of our clients and company. Sharing our knowledge and best practices with others helps us succeed faster.  
learn...then learn

Learn...Then Learn

We constantly seek to improve and never stop learning. This desire to better understand drives our growth as individuals and as a company. We are inspired by challenges as they create opportunities for new solutions. We aren’t afraid to take informed chances; innovation only comes with the courage to test our ideas. 


We really take the time to listen to and understand our clients and each other. We are empathetic and supportive, creating an inclusive and collaborative environment so that all voices are heard. Genuine and caring teammates are always there to lend a helping hand.  
integrity above all

Integrity Above All

We stand up for what is right, challenge when needed, and always behave honorably. Honesty and truth are our foundation. We know our reputation is our most valuable asset and work to protect it always. 

InvestX is Backed by Leading Institutional Investors Including

Jefferies Logo
Virtu Financial Logo

The material may contain logos/trademarks of other entities. These logos/trademarks are provided only as a convenience, and their presence on this material does not imply endorsement by InvestX or its affiliates or subsidiaries. These and/or any logo/trademarks used are on a collateral use basis only. All trademarks, logos and brand names are the property of their respective owners. All company, product and services names used are for identification purposes only.