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.
Explore the latest resources, insights and news on our blog
Adding Private Equity to a Clients Portfolio May 10, 2022 If you have been following the retail market in the United States, you have probably[…]
Understanding the Lifecycle of a Private Company May 3, 2022 Have you ever wondered how a great start-up idea turns into a full-blown unicorn? A[…]
InvestX Values: Focus on the Customer April 26, 2022 88% of employees believe strong company culture is a key to business success. Our business is[…]