- Organization closed on June 29, 2012
From its inception in 2009, Xpert Financial has focused its efforts on creating an electronic platform that benefits both companies and investors in the private securities market. The company's core product, Xpert ATS, is a fully-electronic capital raising and trading platform built exclusively for private company securities. It is operated by Xpert Securities, Inc., a broker-dealer subsidiary of Xpert Financial and a FINRA member.
Xpert ATS supports both private offerings and secondary trading of private company securities through its electronic trading platform and offers a large market of pre-qualified and authorized investors. In addition, it provides company-controlled access to private company information, both for due diligence and ongoing reporting purposes. With Xpert ATS, private companies can raise capital, investors can find quality private company investments, and shareholders can trade private company securities, all in a highly-efficient, transparent and controlled manner.
1825 South Grant St
San Mateo, CA 94402
Financial Services Platform
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