# Collective: Financial services, New York, United States

> Collective: Collective Liquidity is a wealth technology platform focused on the private capital market. Based in New York, United States. Founded 2020.

Source: https://millionrounds.com/startup/collective-4 (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# Collective

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

Email

Funding reported Last round: Series A

Financial services New York, United States

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Company summary

- **Founded:** 2020 6 years old
- **Team:** 28 11 to 50 people
- **Funding reported:** $12M in dollars
- **Last round:** Series A Sept 2023

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Collective has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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 **$12M** in dollars

Rounds **4**

Last round **Series A**

Last round date **Sept 2023**

Investors listed **3**

## Founders and team

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

**Greg Brogger** CEO & Co-founder

**Erika McKiernan** CFO & Co-founder

**Shay Finkelstein** CTO & Co-founder

- **Andy Sessions** Chief Investment Officer
- **Ankit Misra** Chief Investment Officer
- **Lawrence Butler** Board member
- **Philip Trahanas** Board member
- **Ross Kestin** Board member

Advisers *Chris Lalli* *Cyndi Rodriguez* *Jeff Nazzaro*

## On a portfolio page

Investors who name them

- [Intercept Ventures](https://millionrounds.com/fund/intercept-ventures)

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 consulting tax-efficient wealth transfer capital gains tax savings private company risk reduction long-term wealth growth construction & real estate tax deferral private company portfolio management financial consulting private company diversification strategy real estate private market liquidity financial services finance real estate investments investment management

Built with from their website

Google Tag Manager Linkedin Insight Tag Cloudflare DNS Google Workspace Django CloudFlare Viewport Meta Next.js Hubspot Cloudflare Browser Insights

+8 more

webpack Python Sendgrid Google Meet Headless UI CloudFlare CDN Twilio SendGrid Email Marketing Campaigns Priority Hints

- **Sector:** Financial services
- **Industry code:** NAICS 523940, SIC 6733
- **Region:** New York
- **Full record:** [Every detail in the company directory](https://millionrounds.com/directory/collective-liquidity)

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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