FinovateSpring 2016 / EquityZen

Presenter Profile:

How they describe themselves: Founded in 2013, EquityZen has developed a proprietary, secure, and fully integrated platform for conducting secondary transactions in private companies. With nearly 1,000 issuer-approved investments facilitated to date, we have automated antiquated, offline processes and packaged them together to offer investment opportunities and liquidity. Our platform offers a seamless experience for buyers, sellers, and companies alike. By working directly with shareholders and issuers, we have been able to secure exclusive access to over half of the largest private VC-backed companies in the US.

How they describe their product/innovation: EquityZen Institutional brings the power of its secondary platform directly to institutional investors by allowing the management of private investment portfolios in a fully integrated and streamlined application. Family offices, financial advisors, and other institutional investors can now browse offerings, access research, and execute investments on behalf of multiple accounts with just a few simple clicks. Post-investment analytics also grant the ability to holistically manage all private investments in one place, and eliminates the need to manually monitor risk exposure by simplifying reporting for all parties.

Product distribution strategy: Direct to Business (B2B), through financial institutions.


Bus. Dev.: Phil Haslett, Founder & Head of Investments,
Press: Andy Hoffman, Media Relations,
Sales: Kaylock Yam, Distribution Lead,

More Videos: FinovateSpring 2016