Headquarters:
San Mateo, CA
Description:
Xpert Financial is an online platform for capital raising and secondary securities trading of private companies.
Founders:
Thomas Foley, Adam Draper
Categories:
Crowdfunding, Finance Technology, Finance
Website:
http://www.xpertfinancial.com

Company Details

Update

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.

Past Team (8)

Update

Products (1)

Update
  • Cb default image

    Xpert ATS

    Xpert ATS was added to CrunchBase in 2011

Offices/Locations (1)

Update
  • Headquarters

    1825 South Grant St

    Suite 400

    San Mateo, CA 94402

    USA

Competitors (3)

Update
  • 4261993a4e3c8f2c5f1cb482b4fbbb1d

    InsideVenture

    Financial Services Platform
  • 6f125a2fb523e96f62a25dcbffcc1365

    SharesPost

    SharesPost enables companies to manage liquidity and raise primary capital online, and provides...
  • Bdf87bf758403c9b13dd6f9055ad060f

    SecondMarket

    SecondMarket, a broker-dealer, enables companies and investment funds to manage liquidity, raise...