Skip to content

EQUITYZEN ADVISORS LLC

EQUITYZEN ADVISORS LLC is a Series C+ fund in the US writing $5K–$50K checks into Fintech and private-equity.

Stages
Series C+
Sectors
Fintech, private-equity
Check size
$5K–$50K
Invests in
US-wide
Round role
Follows on
Actively investing
Yes
Founded
2013
Assets under management
$1.5B+

Thesis

EquityZen Advisors LLC, a subsidiary of Morgan Stanley Wealth Management, is an online marketplace and investment platform founded in 2013. It focuses on providing liquidity for shareholders in pre-IPO private companies and offering accredited investors access to these opportunities. The platform primarily targets US-based companies with an enterprise value of at least $50 million that are nearing an IPO or acquisition. EquityZen facilitates investments through single-company funds, multi-company growth and thematic funds, and direct share acquisitions, often via Special Purpose Vehicle (SPV) LLCs. The minimum investment for accredited investors ranges from $5,000 to $50,000. As of April 2026, the firm reported over $1.5 billion distributed to selling shareholders and managed 384 private funds. EquityZen operates as a registered broker-dealer through its subsidiary, EquityZen Securities LLC.

Common questions

Does EQUITYZEN ADVISORS LLC invest at the Series C+ stage?

Yes. EQUITYZEN ADVISORS LLC lists Series C+ among the stages it invests in.

What check size does EQUITYZEN ADVISORS LLC write?

EQUITYZEN ADVISORS LLC writes $5K–$50K checks.

Where does EQUITYZEN ADVISORS LLC invest?

EQUITYZEN ADVISORS LLC invests in the US.

Related lists