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 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

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[…]

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How Much Should Your Client Allocate to Private Equity?

As an investment adviser, you may wonder what proportion of my clients’ assets should be allocated to private equity? This article will show you the[…]

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The Shrinking Public Market: Making Small Investors Losers

Over the past 20 years, a dramatic shift has been taking place in the capital markets. According to Pantheon, the number of publicly listed companies in the[…]

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