Finally, the tools you need to manage your clients' private company wealth

With Collective's unique wealth management solutions, you can turn your clients' illiquid private company shares into a smart, long-term financial plan

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Diversify clients tax-free

  • Exchange Fund for unicorn shares, similar to public exchange funds
  • Exchange shares tax-free for an interest in a diversified fund
  • Tax savings (as compared to selling shares to diversify) compound over time to create significantly better client outcome

Generate client liquidity

  • Generate cash from private shares with non-recourse loans*
  • Avoid lengthy negotiation process of brokered stock sales
  • Professionally managed transactions supported by issuers

Deploy advanced strategies

  • Finance clients' exercise of stock options
  • Use private company shares to create Donor Advised Funds
  • Use private company shares to form Charitable Remainder Trusts
*All loans issued by WebBank, member FDIC
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What is Collective Liquidity?

Collective Liquidity is a new wealth management solutions platform for the private market. We work with financial advisors and their clients to translate their shares and options in venture-backed private companies into a liquid, diversified portfolio. Clients can also use their shares to leverage charitable solutions generating immediate tax savings and a lifetime of cash distributions.

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advisors dashboard

How does Collective work with advisors?

Collective provides advisors with unique solutions to their clients' financial needs. We assign a dedicated relationship manager to each advisor to ensure they can obtain the full benefit of all we have to offer for their clients. Our advisor's portal give advisors continuous, real time visibility into their client's Collective account, access to our valuations and tools to model client outcomes from our different solutions.

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How does the Exchange Fund enable Collective's solutions?

Employees of selected private growth companies exchange shares on a tax deferred basis for a limited partnership interest in Collective's diversified portfolio of leading private companies. The resulting diversification immediately reduce the employee's risk. The limited partnership can be monetized immediately through a non-recourse, high LTV loan or, after a holding period, be redeemed for cash. The partnership interest can also be contributed to Donor Advised Funds or Charitable Remainder Trusts to create tax savings, lifetime income streams and charitable giving.

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Exchange Fund - How it works

The tools your clients need to free their wealth

At Collective, your clients' shares unlock these wealth management strategies

  • Risk Reduction

    Exchange Fund

    Exchange your shares tax-free into the Exchange Fund, a diversified portfolio of leading unicorns

    Learn more
  • Liquidity

    Exchange Loan*

    Access cash on demand with a non-recourse Exchange Loan

  • Option Exercise

    Option Exercise Loan*

    Finance the exercise of your stock options today

  • NEW

    Lifetime Income

    Charitable Remainder Trust

    Grow your assets tax-free while receiving annual cash distributions during your lifetime and reducing your taxes today

  • COMING
    SOON

    Tax Savings

    Donor Advised Fund

    Get an immediate tax deduction by using your shares to donate to your charities

*All loans issued by WebBank, member FDIC

Eligible Companies For Exchange (Late-Stage Fund)

Abridge's stock
Addepar's stock
Alation's stock
Algolia's stock
Alloy's stock
Altana Technologies's stock
Altruist's stock
Anduril's stock
Apollo 's stock
Apollo Graph's stock
Asapp's stock
Ascend Elements's stock
Attentive's stock
Automation Anywhere's stock
Benchling's stock
Beyond Identity's stock
BigID's stock
Bilt Rewards's stock
Cart.com's stock
Cerebras Systems's stock
Chainalysis's stock
Chainguard's stock
Chronosphere's stock
Clari's stock
ClickHouse's stock
Cresta's stock
DailyPay's stock
Databricks's stock
Dataminr's stock
Deel's stock
Devo's stock
Discord's stock
Drata's stock
EliseAI's stock
Enable 's stock
Exafunction's stock
Expel's stock
Fivetran's stock
Flexe's stock
Flexport's stock
FloQast's stock
FrontApp's stock
Gecko Robotics's stock
Glean's stock
Guideline's stock
Gympass's stock
Harness's stock
Harvey's stock
Homebase's stock
HomeLight's stock
Hotel Engine's stock
Hugging Face's stock
Human Interest's stock
Instabase's stock
Invoca's stock
Kong's stock
Locus Robotics's stock
Mashgin's stock
Maven Clinic's stock
Monte Carlo's stock
Motive's stock
Outreach's stock
Postman's stock
Project44's stock
Rec Room's stock
Replit's stock
Rightway's stock
Rippling's stock
Saronic's stock
SeatGeek's stock
Seeq's stock
Sentry's stock
Shield AI's stock
SingleStore's stock
SKIMS's stock
Skydio's stock
Slice 's stock
Temporal Technologies's stock
ThoughtSpot's stock
Together's stock
Vanta's stock
Vectra's stock
Vendr's stock
Verkada's stock
Vestwell's stock
Via's stock
Viz.ai's stock
Webflow's stock
Whatnot's stock
Workato's stock
Check to see if your clients' shares are eligible for exchange into our PortfolioBrowse all eligible companies

Let's get in touch to learn more

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Financial Advisor FAQs

To learn more, visit our Knowledge Center

Knowledge Center

Leverage our free online tools

Valuation Tool

Collective analyzes and integrates thousands of private market pricing signals to instantly value your shares.

Value your client's shares
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Liquidity Estimator

Compare the after-tax liquidity from an Exchange Loan to a stock sale with our Liquidity Estimator.

Liquidity Estimator
liquidity estimator screen shot

Donor Advised Fund Estimator

Collective analyzes and integrates thousands of private market pricing signals to instantly value your shares.

Value your shares
donor advised fund estimator screen shot

Charitable Remainder Trust Estimator

Compare the after-tax liquidity from an Exchange Loan to a stock sale with our Liquidity Estimator.

Liquidity Estimator
charitable remainder trust estimator screen shot

Your Client's Dashboard

Your Collective dashboard provides information about your Collective wealth management solutions and suggestions on how to further reduce risk, access liquidity, minimize taxes, access liquidity and build long-term wealth.

collective app dashboard screen shot