United States · Financial services startup

Collective

Collective Liquidity is a wealth technology platform focused on the private capital market.

Funding reportedLast round: Series A

Financial servicesNew York, United States

About Collective

Collective Liquidity is a wealth technology platform focused on the private capital market.

The company specializes in providing innovative liquidity solutions for shareholders of unicorns, private companies valued at over $1 billion. Founded by experienced professionals from notable private market platforms, Collective aims to enhance financial outcomes for shareholders and employees by offering fast, easy, and tax-efficient access to liquidity. The platform features a suite of automated financial products, including the Collective Exchange Fund and the Collective Exchange Loan. The Exchange Fund allows shareholders to diversify their holdings without incurring capital gains tax, while the Exchange Loan offers a non-recourse lending option for fund participants. Additionally, Collective provides a liquidity buyback service, enabling shareholders to access cash without fully selling their diversified holdings. With a fully automated online experience, Collective Liquidity is designed to meet the needs of unicorn shareholders, employees of venture-backed companies, and institutional investors seeking access to the private technology market.

What company datasets say Collective raised

Funding, as reported

Reported in all$12Min dollars
Rounds4
Last roundSeries A
Last round dateSept 2023
Investors listed3

Founders and team

From Collective's own website: 3 founders, 5 on the team.

Greg BroggerCEO & Co-founder
Erika McKiernanCFO & Co-founder
Shay FinkelsteinCTO & Co-founder
  • Andy SessionsChief Investment Officer
  • Ankit MisraChief Investment Officer
  • Lawrence ButlerBoard member
  • Philip TrahanasBoard member
  • Ross KestinBoard member

AdvisersChris LalliCyndi RodriguezJeff Nazzaro

On a portfolio page

Investors who name them

Each firm lists Collective on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

management consultingtax-efficient wealth transfercapital gains tax savingsprivate company risk reductionlong-term wealth growthconstruction & real estatetax deferralprivate company portfolio managementfinancial consultingprivate company diversification strategyreal estateprivate market liquidityfinancial servicesfinancereal estate investmentsinvestment management

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Sector
Financial services
Industry code
NAICS 523940, SIC 6733
Region
New York
Full record
Every detail in the company directory

Financial services in United States

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