
EquityZen
Founded Year
2013Stage
Loan | AliveTotal Raised
$10.26MLast Raised
$1.5M | 5 yrs agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+249 points in the past 30 days
About EquityZen
EquityZen develops an investment platform. It connects shareholders of private companies with investors seeking alternative investments. It enables clients to provide the opportunity to invest in large private firms and address liquidity and risk concerns. It was founded in 2013 and is based in New York, New York.
Loading...
Loading...
Expert Collections containing EquityZen
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
EquityZen is included in 2 Expert Collections, including Wealth Tech.
Wealth Tech
2,528 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
9,304 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Latest EquityZen News
Sep 23, 2024
EquityZen Inc. NEW YORK, Sept. 23, 2024 (GLOBE NEWSWIRE) -- EquityZen , an online marketplace for company-approved sales of pre-IPO employee shares, today announces the appointment of Justin Howell as Chief Operating Officer. Howell’s appointment marks a significant milestone for EquityZen as it accelerates its mission of bringing “private markets to the public” for investors and shareholders on its fintech platform. Howell will oversee daily operations and will report to EquityZen CEO, Atish Davda. Before joining EquityZen, Justin founded and led Rize Money, Inc., a pioneering embedded payments platform that provided payment infrastructure and risk management capabilities to fintechs and other technology companies seeking to integrate innovative financial products into their existing user experiences. Under his leadership, Rize was successfully acquired by Fifth Third Bank, where he served as Senior Vice President and oversaw the integration of Rize’s infrastructure into Newline, Fifth Third's embedded payments division, allowing Fifth Third to win enterprise-scale clients like Stripe and Trustly. “Throughout my career I have been on a mission to transform financial services through technology,” said EquityZen’s newly appointed COO, Justin Howell. “As an early investor in EquityZen and a long-time client, I am thrilled to be working with the leadership team at EquityZen to help bring greater access to alternative markets.” Howell's career spans over 20 years with various roles at Bain & Company, Bain Capital, Soleil Securities and Perry Capital, where he gained experience in strategy, operations, and investment across both startups and Fortune 100 companies before founding Rize. His passion for building impactful companies extends to sectors such as personal finance, greentech, education and media & entertainment. Justin holds a Bachelor's degree from Harvard University and an MBA from The Wharton School. He actively contributes to the entrepreneurial community as a mentor, advisor and board member. Jean Brandolini Lamb has spent two years as EquityZen’s head of marketing before being promoted to Chief Marketing Officer. “It’s been a pleasure to be part of EquityZen’s advancement as we see interest in our category and company grow. I look forward to working even more deeply with the leadership team to focus on our customers and the opportunities ahead of our thriving business,” said Jean Brandolini Lamb, EquityZen’s new CMO. Jean joined EquityZen as head of marketing in 2022. Over the last 20+ years, Jean has led marketing teams at global financial services and technology companies including J.P. Morgan, TIAA, SAP and Hewlett Packard Enterprise. She holds a Bachelor’s degree from NYU and an MA from Columbia University. “Justin is an invaluable addition to our team given his experience as a seasoned entrepreneur, business strategist and his proven track record in scaling businesses. His deep understanding of our business, financial technology and how to operate nimbly in a highly regulated industry will be instrumental as we continue to innovate and transform our pre-IPO platform,” said Atish Davda, CEO of EquityZen. “Jean joined to lead marketing two years ago and expanded her purview to also lead funds, research and customer experience in her tenure. With this promotion, she brings her valued voice and insight into our customers to the senior executive team. Our goal at EquityZen is to democratize access to investing in the private markets and I look forward to both of their contributions at our company,” he added. About EquityZen Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in the private companies shaping the future. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 41,000 private placements completed across 450+ companies, EquityZen leads the way in delivering “Private Markets for the Public.” Media Contact
EquityZen Frequently Asked Questions (FAQ)
When was EquityZen founded?
EquityZen was founded in 2013.
Where is EquityZen's headquarters?
EquityZen's headquarters is located at 30 Broad Street, New York.
What is EquityZen's latest funding round?
EquityZen's latest funding round is Loan.
How much did EquityZen raise?
EquityZen raised a total of $10.26M.
Who are the investors of EquityZen?
Investors of EquityZen include Paycheck Protection Program, Click Ventures, Draper Associates, WorldQuant Ventures, TSVC and 9 more.
Who are EquityZen's competitors?
Competitors of EquityZen include Aption, Nasdaq Private Market, Linqto, Ameetee, Hiive and 7 more.
Loading...
Compare EquityZen to Competitors

EquityBee operates as a financial services company, specializing in providing funding solutions for startup employees to exercise their stock options. The company offers a platform where employees can receive the necessary funds to become shareholders without paying out of pocket, and investors can gain access to pre-IPO startups. EquityBee primarily serves the startup ecosystem, including both employees seeking to exercise stock options and accredited investors looking for investment opportunities in high-growth companies. It was founded in 2017 and is based in Palo Alto, California.
Nasdaq Private Market operates a proprietary secondary trading marketplace for private company stock transactions. It offers a platform for trading, settlement, and market data, catering to the needs of private companies, employees, shareholders, and institutional clients. Nasdaq Private Market offers liquidity programs, tender offers, auctions, block trades, and data analytics to facilitate private market transactions. It was formerly known as Copeland Markets. The company was founded in 2013 and is based in New York, New York.
Upstock is a company specializing in equity management solutions within the financial technology sector. They offer RSU-based equity plans and a platform for real-time tracking and management of worker equity, designed to empower founders and team members to align and achieve collective success. Upstock primarily serves startups, legal experts, contractors, and companies looking to integrate equity into their compensation and culture. It was founded in 2019 and is based in Wilmington, Delaware.
Aption specializes in equity pooling solutions within the financial services sector. The company offers services that allow individuals to leverage their equity positions to access investment opportunities in other startups. Aption was formerly known as Apeiros. It was founded in 2022 and is based in Scottsdale, Arizona.
Vested is a company that focuses on equity funding in the financial services sector. It offers services to startup employees, providing them with funding to exercise their stock options, thus enabling them to take control of their equity without incurring out-of-pocket expenses. The company primarily serves the startup industry. It was founded in 2019 and is based in Boston, Massachusetts.
InvestX is a company that focuses on the financial services sector, specifically in the domain of private equity. The company provides a trading platform, InvestX GEM, that allows broker-dealers and advisors to invest and trade in late-stage private equity without the need for traditional multimillion-dollar investment minimums. The primary sectors that InvestX serves include sell-side institutions, shareholders, and private companies. It was founded in 2013 and is based in Vancouver, British Columbia.
Loading...