EquityZen
500 GlobalNew York, US · Founded 2013 · Delaware corporation · 40 employees on LinkedIn · 9 known investors
Find your way into EquityZen
832 people in our graph share verified history with the EquityZen team — schools, employers, funds. One of them is your warm intro.
Bertie Aykroydunlockedknows Phil Haslett · together at Barclays (overlapped)
×2knows the team · via Shearman & Sterling LLP
×4knows the team · via Barclays
×2knows the team · via University of Pennsylvania
knows the team · via TechCrunch
knows the team · via Half Hollow Hills High School East
EquityZen operates an online marketplace that gives accredited individual investors access to shares in late-stage private companies through secondary market transactions. Now part of Morgan Stanley, the platform provides private market data, offering documents, and guided investment processes for buying and selling pre-IPO equity.
Founders & leadership
EquityZen was founded in 2013 by Atish Davda, Shriram Bhashyam, and Phil Haslett.
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Atish DavdainCEO, Founder, Board MemberAtish Davda studied computer engineering, economics, and mathematics at the Wharton School and University of Pennsylvania, and brings over 15 years of experience in fintech and asset management across engineering, quantitative analysis, and investing roles. He is co-founder and CEO of EquityZen, a private company marketplace acquired by Morgan Stanley.
SB
Shriram BhashyaminFounder and Advisor2019–2020Shriram Bhashyam is co-founder of EquityZen, where he led product development and helped scale the company to approximately 50 employees and multi-million dollar revenues. Previously, he served as an Entrepreneur in Residence at Citi Ventures, working on product incubation and new ventures in regulated financial services.
PH
Phil HaslettinFounder | Chief Strategy OfficerHe previously worked as an investment professional at Barclays Capital and Pomelo Capital, and holds a BS in Quantitative Economics from Tufts University.
Investors · 9
500 GlobalSan Francisco · $150K
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Amino CapitalPalo Alto · $100K – $10M
Click VenturesHong Kong · $200K – $2.5M
Draper AssociatesSan Mateo · $500K – $5M
Kima VenturesParis · $50K – $5M
LaunchCapitalBranford · $50K – $150K
TSVCSilicon Valley · $1M
WorldQuant VenturesOld Greenwich
ZenStone Venture CapitalSan Jose
Reported raises · per SEC filings
Form D private placements$5.3M disclosed across 2 rounds · 2015–2016
▶$1.8MraisedDec 2016 · 6 investors · Other TechnologyRule 506(b)
▶$1.8MraisedDec 2016 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- SHRIRAM BHASHYAMExecutive Officer, Director
- PHILIP HASLETTExecutive Officer, Director
- ATISH DAVDAExecutive Officer, Director
- Offering amount
- $3M
- Amount sold
- $1.8M
- First sale
- Dec 2016
- Incorporated
- Corporation, Delaware, 2013
- Federal exemptions
- 06b
▶$3.5MraisedSep 2015 · 45 investors · Other TechnologyRule 506(b)
▶$3.5MraisedSep 2015 · 45 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Atish DavdaExecutive Officer, Director
- Philip HaslettExecutive Officer, Director
- Shriram BhashyamExecutive Officer, Director
- Offering amount
- $3.5M
- Amount sold
- $3.5M
- First sale
- Aug 2015
- Incorporated
- Corporation, Delaware, 2013
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Founder mafia
2 people who came through EquityZen went on to found or lead other companies.
Competitors · 5
by search overlap
Forge Global6960 shared keywordsForge operates a secondary marketplace where accredited investors can buy and sell shares in private, pre-IPO companies, backed by real-time pricing data, historical valuation trends, and market signals. It provides pricing insights on private companies (including its proprietary Forge Price metric) and offers optional specialist support to facilitate transactions.
Nasdaq Private Market6536 shared keywordsNasdaq Private Market operates infrastructure for private-company securities, offering liquidity programs (tender offers, buybacks, auctions), a secondary marketplace for accredited investors to buy and sell pre-IPO shares and funds, market data and intelligence, patented settlement technology, and capital-raising solutions. It serves private companies, employee shareholders, institutional and individual investors, and banks/brokers.
TradingView4362 shared keywordsTradingView is a charting platform and social network used by over 100 million traders and investors worldwide to analyze and trade across global financial markets. The platform provides tools for technical analysis, market data, and community collaboration for retail and institutional traders.
Seeking Alpha4202 shared keywordsSeeking Alpha is a financial research platform offering stock analysis, market news, investment ideas, and quantitative ratings across asset classes, drawing on a large community of contributing analysts. It serves individual and professional investors seeking research and data-driven insight on stocks and markets.
Upmarket4151 shared keywordsUpMarket is an online investment platform and registered broker dealer that enables accredited investors to access alternative assets including pre-IPO companies, hedge funds, and private equity. The platform aims to democratize access to private markets beyond traditional stock market investments.
Companies competing with EquityZen for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does EquityZen do?
- EquityZen operates an online marketplace that gives accredited individual investors access to shares in late-stage private companies through secondary market transactions. Now part of Morgan Stanley, the platform provides private market data, offering documents, and guided investment processes for buying and selling pre-IPO equity.
- Who founded EquityZen?
- EquityZen was founded by Atish Davda, Shriram Bhashyam, Phil Haslett in 2013.
- Who are EquityZen's investors?
- EquityZen's investors include 500 Global, Amino Capital, Click Ventures, Draper Associates, Kima Ventures, LaunchCapital, TSVC, WorldQuant Ventures and 1 more.
- How much funding has EquityZen raised?
- EquityZen has disclosed $5.3M raised across 2 rounds.
- Where is EquityZen headquartered?
- EquityZen is headquartered in New York, US.