
United States · Financial services startup
Collective Liquidity is a wealth technology platform focused on the private capital market.
Funding reportedLast round: Series A
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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.
Funding, as reported
From Collective's own website: 3 founders, 5 on the team.
AdvisersChris LalliCyndi RodriguezJeff Nazzaro
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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