About Collective Liquidity
Collective Liquidity is a Technology company based in New York (United States) founded in 2021 by Greg Brogger. Liquidity solutions for wealth managers are delivered via technology platform. It operates in the Technology and Financial Services sectors. Collective Liquidity has raised $12 million across 1 funding round from investors including Aliya Capital Partners. Its chief executive, as recorded, is Greg Brogger. Its website collectiveliquidity.com draws about 11 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is COLLECTIVE ASSET MANAGEMENT, LLC. Its competitors include Secfi and Vested; 2 of its 2 listed competitors have raised funding.
Company details
Founded in 2021 and based in New York, United States, Collective Liquidity operates as a wealth management technology platform. End-to-end solutions for managing client portfolios are provided, including collective exchange loans, monetization of unicorn stocks and options, and tools for liquidity and risk management. Unicorn shareholders receive inputs on valuation, diversification, and liquidity through these features.
- Headquarters New York, United States
- Founders Greg Brogger
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website collectiveliquidity.com
- Social LinkedIn X Facebook
- Legal Name Collective Asset Management, Llc
- Total Equity Funding$12M (USD)
in 1 rounds
- Latest Funding Round$12M (USD), Series A
Sep 2023
- Investors
Funding Insights of Collective Liquidity
Collective Liquidity has successfully raised a total of $12M through 1 strategic funding round. The most recent funding activity was a Series A round of $12 million completed in September 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $12M
- Total Rounds 1
- Last Round Series A — $12M
- First Round $12M
(Sep 2023)
- Investors Count 1
All 1 funding rounds of Collective Liquidity with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2023 | $12M | Series A | – | Aliya | – |
1 investors in total: 1 institutional.
Investors in Collective Liquidity
Collective Liquidity has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Aliya Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial services are provided by Aliya from Miami, United States. | aliyacapitalpartners.com | Miami, United States |
Investor details for Collective Liquidity
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People of Collective Liquidity
8 people are tracked at Collective Liquidity (5 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Greg Brogger | Co-Founder & CEO | Leadership |
Shay Finkelstein | Co-Founder and CTO | Leadership |
Dennis Brinkworth | Director, Client Success & Sales Operations | Leadership |
Erika McKiernan | Chief Financial Officer | Leadership |
Adam Pratt | Vice President Marketing | Leadership |
Jeff Nazzaro | Advisor | Team |
Lindsey Abarca-Jones | HR and Workplace Manager | Team |
Giora Farber | Senior Program Manager | Team |
Complete people profiles for Collective Liquidity
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Timeline of Collective Liquidity
2 dated milestones of Collective Liquidity across 2 years, from founding to its latest funding, stage changes and deals.
- Founded Collective Liquidity is founded.
- Funding First funding round of $12.0M.
Competitors of Collective Liquidity
Collective Liquidity has 2 listed competitors in our database, 2 of them funded. They include Secfi and Vested.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| secfi.com | 2017 | San Francisco, United States | $7M | Financial advisory and financing for stock options exercise are offered. | ||
| vested.co | 2017 | Boston, United States | $4.2M | 60 | Asset-backed loans are facilitated online using shares as collateral. |
Detailed competitors of Collective Liquidity
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- Full competitor set
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Web traffic of Collective Liquidity
The website of Collective Liquidity (collectiveliquidity.com) receives about 10.7K visits a month.
- Monthly visits10.7K
▲ 13.3% vs previous month
Websites whose visitors overlap most with Collective Liquidity. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| augment.market | 100% | 26.6K | #994,229 | View details | |
| privatesharesfund.com | 100% | #2,411,360 | View details | ||
| esofund.com | 95% | 20.1K | #1,433,761 | View details | |
| hiive.com | 94% | 575.5K | #90,832 | View details | |
| forgeglobal.com | 94% | 687.9K | #66,503 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 14 similar websites and full traffic analytics for Collective Liquidity
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- 14 similar websites
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Collective Liquidity (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Collective Liquidity
Complete news archive for Collective Liquidity
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Frequently Asked Questions about Collective Liquidity
Collective Liquidity was founded in 2021 and raised its 1st funding round 2 years after it was founded.
Collective Liquidity is headquartered in New York, United States. It is registered at New York, New York, United States.
Greg Brogger is the CEO of Collective Liquidity, as recorded in our data. They have also founded this company.
Collective Liquidity is a funded company, having raised a total of $12M across 1 funding round to date. The company's 1st funding round was a Series A of $12M, raised on Sep 2023.
Founded in 2021 and based in New York, United States, Collective Liquidity operates as a wealth management technology platform. End-to-end solutions for managing client portfolios are provided, including collective exchange loans, monetization of unicorn stocks and options, and tools for liquidity and risk management. Unicorn shareholders receive inputs on valuation, diversification, and liquidity through these features.
Collective Liquidity has 1 investor. Key investors include Aliya Capital Partners.
Collective Liquidity operates through Collective Asset Management, Llc.