See other companies on Welcome to the Jungle
Collective Liquidity
Wealth management tech platform
- 1-20 employees
- B2B
- Investing
- Financial Services
- San Luis Obispo, CA
Jump to section
Company mission
To provide unicorn shareholders with the financial tools they need to effectively manage their wealth.
Our take
New York-based Collective Liquidity is the first wealth management tech platform uniquely for unicorn shareholders. The founders felt like there was a gap in the market to establish a much more efficient way of connecting shareholders with capital and investors with exposure to the unicorn asset class.
The company is backed by a team who have launched some of the private market’s largest, most innovative platforms. They have used this expertise to provide unicorn shareholders with the financial tools they need to effectively manage their wealth.
Collective Liquidity recently closed a round of series A financing and has launched a new liquidity and risk management tool that provides unicorn shareholders with valuation, diversification and liquidity input; financial solutions they’ve long been denied access to.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Medical, Dental, Vision, Life
- Flexible PTO
- Equity
Leadership
Greg Brogger
(CEO)Previously founded and served as CEO for SharesPost, BrightHouse, and Zerotree Technologies, as well as co-founding and serving as EVP Corporate Development and General Counsel for TrueCar.
Erika McKiernan
(CFO)Previously acted as CFO for SharesPost, PENSCO Trust Company. Experience as Audit and Tax Manager for EisnerAmper and Harb, Levy & Weiland.
Jeff Nazzaro
(CCO)Spent nearly 22 years at PagaTodo, eventually serving as CEO. Spent twenty years at Goldman Sachs, acting as Managing Director of Global Sales & Cross-Asset Sales.
Shay Finkelstein
(CTO)Previously co-founded and acted as CTO for Securitize and Workgroup App. Served as CTO for Spice VC.