How We Help Advisors
You can now offer your clients access to the growing private markets, which has historically been reserved for institutional investors due to their high minimums and long lock-up periods.
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.
Get the Edge
Valuation of all companies listed on our platform
Investors on our Platform
InvestX Selection Process: Investing in World-Class Companies
Our rigorous selection and due diligence process helps us find and invest some of the world's leading companies.
InvestX Featured Offerings
We're here to help you invest and trade in pre-IPO companies that have met the InvestX investment criteria.
InvestX Trading Platform
Solving the liquidity problem of private investments.
- Solve the 3+ year hold problem of private investing
- Give clients the ability to sell or add to their investments
- Secondary trading opportunities
- Considerable competitive advantage offering liquidity in private investments over competitors and wire houses
- Allows for trading of non-InvestX product(s)
- Efficiently trade without any risk of ROFRs (InvestX product specific)
Explore the latest resources, insights and news on our blog
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