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 Launches GEM, a Trading Platform Delivering Access to Pre-IPO Giants

Enabling broker-dealers with greater access, liquidity and transparency in the private markets InvestX, a leading private equity marketplace that empowers broker-dealers to trade in pre-IPO[…]

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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[…]

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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[…]

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