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
InvestX Trading Platform
Solving the liquidity problem of private investments
- Reduce or eliminate private investment hold periods for clients
- Institutional block trades and retail size investment size
- Client access to invest and trade in the world’s leading private companies
InvestX Insights
Explore the latest resources, insights and news on our blog
Featured In Traders Magazine and MarketsMedia – Outlook 2021: Brian Schaeffer, InvestX
Brian Schaeffer is Managing Director at InvestX, a platform that connects broker-dealers with pre-IPO private markets. What surprised you in 2020? Over the past decade[…]
InvestX Establishes U.S. Operations with NYC Headquarters and Appoints Brian Schaeffer as Managing Director
Company Experiences Considerable Global Growth and Expands Opportunities to Provide Broker-Dealers with Greater Access to the Private Markets New York, NY – December 17, 2020 – InvestX, an[…]
Insight from InvestX – September 2020
SPACs – the new way unicorns go public By: Marcus New, CEO/Founder of InvestX Capital, August 2020 In today’s business press, a word we hear[…]