Contact Us

Our Team is ready to assist with your inquiries and service requests.

Meet Our Sales Team

Kandace Kaylor

Kandace Kaylor

Head of National Accounts

kandace.kaylor@investx.com

Phone: +1 315 259 1916 Text: +1 646 787 9229

Daniel Savoie

External Wholesaler

daniel.savoie@investx.com

Phone: +1 315 612 7725 Text: +1 646 518 8813

Northeast, USA

Mid-Atlantic, USA

Alejandro Levy Family Office Specialist

Alejandro Levy

Family Office Specialist

alejandro.levy@investx.com

Phone: +1 315 549 6065 Text: +1 646 455 3069

Southeast, USA

International

Laura Bladek

External Wholesaler

laura.bladek@investx.com

Phone: +1 604 335 2821 Text: +1 646 798 0336

Midwest, USA

Justin Tompkins, External Wholesaler

Justin Tompkins

External Wholesaler

justin.tompkins@investx.com

Phone: +1 315 287 6579 Text: +1 646 693 0287

Western, USA

Southwest, USA

Ashley Mofrad

Sales Western Canada
ashley.mofrad@investx.com

Phone: +1 778 383 1600 Text: +1 646 328 6663

How Can We Help?

investment products

Investment Products

Submit inquiries and support requests for Special Purpose Vehicles, Diversified Funds, InvestX Access products

trading services

Trading Services

Learn more about our white glove trading desk or request a demo or get support for InvestX GEM, our secondary trading platform.

selling shares

Selling Shares

Connect with specialist on pricing and distribution options to sell share you own in late-stage private companies.

Daniel Savoie

External Wholesaler

daniel.savoie@investx.com

Phone: +1 315 612 7725 Text: +1 646 518 8813

Regional Coverage

Northeast: NY, ME, VT, NH, MA, CT, RI, NJ, PA Mid-Atlantic: DE, MD, DC, OH, WV, VA, NC, SC

Alejandro Levy Family Office Specialist

Alejandro Levy

Family Office Specialist

alejandro.levy@investx.com

Phone: +1 315 549 6065 Text: +1 646 455 3069

Regional Coverage

Southeast: LA, MS, AL, GA, FL

International

Laura Bladek

 External Wholesaler

laura.bladek@investx.com

Phone: +1 604 335 2821 Text: +1 646 798 0336

Regional Coverage

Midwest: MT, WY, ND, SD, NE, KS, OK, MN, IA, MO, AR, WI, IL, MI, IN, KY, TN

Justin Tompkins, External Wholesaler

Justin Tompkins

 External Wholesaler

justin.tompkins@investx.com

Phone: +1 315 287 6579 Text: +1 646 693 0287

Regional Coverage

Western: AK, WA, OR, CA, NV, ID, HI Southwest: UT, AZ, CO, MN, TX