About InvestX
InvestX is a Financial Services company based in Vancouver (Canada) founded in 2013. Cross-border private equity crowdfunding is enabled for retail accredited investors. It operates on a Professional Services and Commission-Based model in Financial Services and Technology sectors. InvestX has raised $6.91 million across 5 funding rounds from investors including Virtu, Canaccord Genuity Group and Meridian Capital. InvestX offers products and services including Diversified Funds and Co-Investments. Its focus areas include Financials, Asset Management and Private Equity & Venture Capital. Its legal entity is InvestX Capital Ltd. Its competitors include FrontFundr, Equivesto and The OCMX; 1 of its 3 listed competitors has raised funding.
Company details
InvestX is involved in managing investment funds focused on late-stage venture and pre-IPO companies. Operations are centered in North America, with investments made in transformative sectors such as Cybersecurity, Space, Fintech, Software, and Artificial Intelligence. Funds and co-investment opportunities are provided to clients, leveraging deep industry insights and capital markets expertise. Support is extended to portfolio companies through multiple investment rounds, aiming for sustainable long-term value creation. Strategic partnerships with firms like Jefferies Financial and Virtu Financial are utilized to enhance investment strategies.
- Headquarters Vancouver, Canada
- SectorsFinancial ServicesTechnology
- Phone•••• ••••
- Website investx.com
- Social LinkedIn X Facebook
- Legal Name Investx Capital Ltd.
- Total Equity Funding$6.91M (USD)
in 5 rounds
- InvestorsVirtu
& 5 more
Products & Services of InvestX
InvestX offers a comprehensive portfolio of products and services, including Diversified Funds and Co-Investments.
Funds are offered for diversified private company investments.
Co-investment options are provided for targeted private firms.
Funding Insights of InvestX
InvestX has successfully raised a total of $6.91M across 5 strategic funding rounds. 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 $6.91M
- Total Rounds 5
- First Round $5.2M
(Dec 2014)
- Investors Count 6
All 5 funding rounds of InvestX 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 2021 | Seed | – | Jefferies, Virtu | ||
| Jun 2019 | $1.44M | Seed | – | – | – |
| Sep 2016 | $105,000 | Seed | – | – | – |
| Jan 2016 | $165,000 | Seed | – | – | – |
| Dec 2014 | $5.2M | Seed | – | Meridian Capital, Mercury Fund | – |
6 investors in total: 6 institutional.
Investors in InvestX
InvestX has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include Virtu, Canaccord Genuity Group and Meridian Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage investments are directed toward US, India, and Canada firms. | mercuryfund.com | Houston, United States | ||
| mutualcapitalpartners.com | ||||
Merger and acquisitions advisory services are provided across multiple sectors. | 1962 | jefferies.com | New York, United States | |
Trade-related processes are managed via customizable solutions and technologies. | 2008 | virtu.com | New York, United States | |
Merger and acquisitions advisory firm | 1950 | canaccordgenuity.com | Toronto, Canada | |
Credit brokerage services are facilitated for financial clients. | 1991 | meridiancapital.com | New York, United States |
Investor details for InvestX
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of InvestX
17 people are tracked at InvestX (9 in leadership, 5 in board & advisors, 3 in team).
| Name | Role | Group |
|---|---|---|
Dan Sanders | Executive Vice President | Leadership |
Breanne Lehodey | Director, Legal | Leadership |
Marcus New | CEO | Leadership |
Danielle Hill | Executive Assistant To CEO & Executive Coordinator | Associate To Operations & Client Solutions | Leadership |
Frank Yuen, CFA, CPA, FMVA | Director of Finance | Leadership |
John Gort | Chief Financial Officer | Leadership |
Stephen Tan | Director Of Finance | Leadership |
Rakhee Sandhu | Senior Director, Operations & Client Solutions | Leadership |
Carl A. Burton | Head Of Distribution, Eastern Canada | Leadership |
Doug Cifu | Director | Board & advisors |
Pamela Springer | Director | Board & advisors |
Mike Hagerman | Board Member | Board & advisors |
Arkadi Kuhlmann | Director | Board & advisors |
Cully Davis | Director | Board & advisors |
Margaret Chen, CPA, CGA | Controller | Team |
Alejandro L. | Family office Consultant | Team |
Nicole Liddell | EVP People, Culture & Operations | Team |
Complete people profiles for InvestX
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of InvestX
3 dated milestones of InvestX across 8 years, from founding to its latest funding, stage changes and deals.
- Founded InvestX is founded.
- Funding First funding round of $5.2M.
- Funding Latest funding round, Seed,.
Competitors of InvestX
InvestX has 3 listed competitors in our database, 1 of them funded. They include FrontFundr, Equivesto and The OCMX.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| frontfundr.com | 2013 | Vancouver, Canada | $2.07M | Equity crowdfunding is enabled for early-stage companies. | ||
| equivesto.com | 2017 | Toronto, Canada | Equity crowdfunding platform for investing in Canadian startups and businesses. | |||
| theocmx.com | 2012 | Toronto, Canada | An online platform connecting investors with companies for fundraising opportunities. |
Detailed competitors of InvestX
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of InvestX
The website of InvestX (investx.com) receives about 5.2K visits a month.
- Monthly visits5.2K
▲ 9% vs previous month
Websites whose visitors overlap most with InvestX. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| stockhouse.com | 100% | 1.3M | #51,794 | View details | |
wealthtechtoday.com | wealthtechtoday.com | 34% | #2,734,381 | – |
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Related news about Investx
Complete news archive for InvestX
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- Full article archive
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- Older coverage
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Frequently Asked Questions about InvestX
InvestX was founded in 2013 and raised its 1st funding round 1 year after it was founded.
InvestX is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
InvestX is a funded company, having raised a total of $6.91M across 5 funding rounds to date. The company's 1st funding round was a Seed of $5.2M, raised on Dec 2014.
InvestX is involved in managing investment funds focused on late-stage venture and pre-IPO companies. Operations are centered in North America, with investments made in transformative sectors such as Cybersecurity, Space, Fintech, Software, and Artificial Intelligence. Funds and co-investment opportunities are provided to clients, leveraging deep industry insights and capital markets expertise. Support is extended to portfolio companies through multiple investment rounds, aiming for sustainable long-term value creation. Strategic partnerships with firms like Jefferies Financial and Virtu Financial are utilized to enhance investment strategies.
InvestX's top competitors include FrontFundr, Equivesto and The OCMX.
InvestX offers Diversified Funds and Co-Investments.
InvestX has 6 investors. Key investors include Virtu, Canaccord Genuity Group, Meridian Capital, Jefferies, and Mercury Fund.
InvestX operates through Investx Capital Ltd..