EquityZen

wealthtech-retailcapital market tech

FOUNDING YEAR: 2013
LOCATION: United States
Last Update: 17/07/2020

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About

EquityZen is a marketplace for private secondary investments in companies worth $50M+.

Focus

PRODUCTS & SERVICES

Marketplace for Private Investments like Pre-IPO's. Gives investors access to the pre IPO shares.

REVENUE MODEL

Company generate revenue by charging 5% upfront sales fee on investment amount from investorS.

MAIN CLIENTS

Angel Investors

High Net Worth Individuals

Family Offices

Registered Investment Advisors and Retail investors

EXISTING PARTNERSHIPS

WealthForge - To offer equity securities.

COMMENT

Market Listing, handle the paper work for their clients and level the playing field for investors.

Traction

VALUATION / MARKET CAP:

$23.33 M in 2015

TRANSACTIONS VALUE:

$30 M

People

FOUNDERS

Atish Davda

Phil Haslett

Shriram Bhashyam

BOARD MEMBERS AND ADVISORS

Savneet Singh

Nima Elyassi-Rad

Edward Zimmerman

NUMBER OF EMPLOYEES

11-50

INVESTORS:

500 Startups

Amino Capital

China Rock Capital

Draper Associates

Kima Ventures

Silicon Badia

TEEC Angel Fund

TSVC

Vaidya Capital Partners

zPark Capital

Momentum

FUNDED

YES

TOTAL FUNDING

$11.31 M

DATE OF LAST FUNDING

Jul 2017

TOTAL FUNDING COMMENT

Raised $3M in undisclosed round in July 2017

SEED & PRIOR FUNDING

$3 M

SEED CLOSED ON

Oct 2014

FUNDING SERIES

SERIES A  · $3.5 M  · Sep 2015

SERIES B  · $3 M  · Jul 2017

OTHERS  · $1.81 M · Dec 2016

LISTED

NO

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