Sell Side Institutions

How We Help Sell Side Institutions

InvestX is focused on working with leading broker dealers, advisors, RIA firms, wealth management firms and wire houses to provide their clients with access to growing client demand for private securities. We deeply understand your issues – compliance, risk management, attracting and keeping your advisors, and giving advisors & clients the products they want. Sell side firms are our passion and our business is built to serve your organization.

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.

Advisors

Registered Investment Advisor

Wealth Management Firms

Institutional Broker Dealers

Key Benefits

Access to late-stage private companies

Leverage a powerful prospecting product for new accounts

Access to liquidity, allowing you to more easily buy and sell your private securities

Differentiate your business

Access research, presentation, and marketing materials

Rigorous due diligence and risk management

Contact Us Today to Access the Private Markets

InvestX GEM Marketplace

Solving the liquidity problem of private investments

gem marketplace

InvestX Insights

Explore the latest resources, insights and news on our blog

InvestX Highlights and Q4 Outlook

 August 23, 2022 1) This update is for current and interested investors and will cover the bear market opportunities within Growth Equity, pricing trends,[…]

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Impact of Current Market Changes on Private Equity 

 The recent market changes are impacting investors and companies alike. With every dip in the market comes an opportunity that not many investors bank[…]

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InvestX Expands its Leadership Team with the Appointment of Rick Vitale, CFA as EVP of Sales and Business Development

InvestX is thrilled to announce the appointment of Rick Vitale, an investment industry veteran, to lead our sales and business development teams. Rick will be[…]

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