Palo Alto, CA – Dec 22, 2024 –Equitybee, a leading fintech company that has built a marketplace enabling startup employees to secure funding for exercising their Pre-IPO stock options, proudly announces the formation of its RIA Advisory Board. This strategic initiative is designed to expand access to late-stage pre-IPO investment opportunities within the Registered Investment Advisor (RIA) community, reinforcing Equitybee's commitment to innovation in alternative investments.
The RIA Advisory Board includes a distinguished group of industry leaders whose expertise will guide Equitybee in developing impactful investment solutions. The inaugural members of the Board are:
Founder and Managing Partner, Resolute Partners Group
Founder and CEO, BenFi
Regional Director of Business Development, STRATA Trust Company
Founder and CEO, AdvisorAssist|
Founder and Managing Partner, Streamline Partners
Partner and Head of Distribution, Streamline Partners
Investment Product Consultant, Advisor, and Investor
“At Equitybee, we’ve been privileged to gain significant experience in the pre-IPO market, developing unique investment vehicles that create opportunities for startup employees and investors alike,” said Oren Barzilai, CEO of Equitybee. “The formation of this Board represents a tremendous opportunity to collaborate with seasoned industry leaders to bring these innovative solutions to the RIA community. Together, we aim to help financial advisors unlock high-growth opportunities for their clients while making alternative investments more accessible and impactful.”
The Advisory Board will play a key role in providing strategic guidance, sharing pre-IPO market insights, and fostering best practices for private placement investments. Their efforts will directly support Equitybee’s mission to democratize access to high-growth investment opportunities for RIAs and their clients.
Equitybee empowers startup employees by providing them with the funding they need to exercise stock options to become shareholders or gain early liquidity. Leveraging its investor network, the company has funded employees from 750+ unique startup companies, facilitated 5.6k+ transactions with a total volume of $180M+.
Headquartered in Palo Alto, California, with an office in Tel Aviv, Israel, Equitybee is backed by leading investors including Group 11, Battery Ventures, Zeev Ventures, LocalGlobe, Latitude, and ICON Continuity Fund.
For more information about Equitybee’s RIA Advisory Board or its investment opportunities, visit www.Equitybee.com.