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.
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August 23, 2022 1) This update is for current and interested investors and will cover the bear market opportunities within Growth Equity, pricing trends,[…]
The recent market changes are impacting investors and companies alike. With every dip in the market comes an opportunity that not many investors bank[…]
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[…]