Easy fast set up
Easy fast set up. User friendly!
Reply from EquityZen2026-04-17
Thank you for the 5-star feedback!
About EquityZen
Data updated- Website
- equityzen.com
- Category
- Money & Insurance
- Location
- United States
- Status
- Unclaimed
- Last 12 months
- 105 reviews
- Replies to negative
- 44% (7/16)
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About this business
EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors. Through its category-leading technology and innovative approach, EquityZen delivers data-driven insights and tools that empower its 800,000 users to navigate the private markets with confidence. Having completed more than 51,000 private placements in nearly 500 private companies, EquityZen is on a mission to deliver “Private Markets for the Public.”
Written by the business, not verified by us.Is EquityZen legit?
EquityZen (equityzen.com) has a 4.3 out of 5 rating on OK.one, based on 105 user reviews collected here. It is listed under Money & Insurance and its reputation is good. 82% of reviews are 4 stars or higher and 10% are 1 star; The business has replied to 44% of negative reviews; Reviews mostly discuss User experience, Customer service, Product. Last updated 2026-09-04.
What reviewers say
AI generatedReviewers had a great experience with this company. Customers frequently praise the seamless, fast, and efficient process designed for easily discovering and safely investing in exclusive private market shares. Consumers consistently appreciate the professional staff who provide exceptionally helpful guidance, patient assistance, and ensure clear communication throughout all complex transactions. However, some reviewers were not happy with customer service, noting that responses frequently felt completely automated or lacked sufficient detail. A few other people also felt that obtaining necessary documentation and tracking investment distributions posed notable challenges. Additionally, some reviewers mentioned that communication from support teams could sometimes be improved significantly.
Auto-generated from all reviews of this business. For reference only.What people say
Smooth transaction
Smooth transaction, transparent fee structure and clear communication and instructions.
Reply from EquityZen2026-04-17
We’re so pleased to hear that you found the transaction smooth and our instructions clear!
Smooth but with room for improvement
The process is relatively smooth. A few things would have made this better. #2 below would liberate a lot of funds I could use to invest in EquityZen, and I'm sure I'm not alone. 1. More detailed financial disclosure on the pre-IPO companies offered. More is always better. 2. The ability to invest from one's 401(k) or IRA. For me, funds would have needed to be withdrawn from those accounts, a taxable event, and then invested. I think someone once mentioned IRA and 401k companies that you work with. I didn't get far enough to figure out whether they could be a solution tax-wise, because the administrative fees they charged accountholders were so high it wouldn't have been worth it. 3. It took several attempts for me to get an intelligible response from customer service, Are you using AI? It felt like I was getting generic responses that didn't not answer my question.
Reply from EquityZen2026-04-17
Hi David, Thank you for taking the time to provide such detailed and constructive feedback. We are glad to hear your experience was relatively smooth, but we appreciate the opportunity to address your specific concerns. Regarding your point on financial disclosures, we understand the desire for more data. Unfortunately, we typically do not have access to the company's most recent financials or their investor presentation. Any information that is provided regarding an investment opportunity is publicly available or is derived from publicly available information. Given the lack of transparency in these markets, among other reasons, the investments on the EquityZen platform do not suit all investor profiles. To address your interest in investing via a 401(k) or IRA, we do work with partners to help facilitate this. The self-directed IRAs we typically work with are RocketDollar and Alto IRA. To help you navigate the tax and fee considerations, we are providing an EquityZen Help Center article to assist you: https://help.equityzen.com/en/articles/2856364-can-i-invest-with-a-self-directed-ira. Finally, regarding customer service, we apologize for the frustration. If you use our chat bot, an AI agent will try to answer your question. However, you can always request communication from a real EquityZen employee by choosing the 'Get more help' button. We value the human touch and want to ensure your questions are answered thoroughly. Thank you again for your insights, as they help us improve the experience for all our investors.
Great support
Sebastian at EquityZen was very knowledgeable and helpful. He made the investing process easy.
Reply from EquityZen2026-04-17
We’re so glad to hear Sebastian provided the support you needed! We'll be sure to pass your feedback along to him.
Easy to use
Easy to use. Great customer support.
Reply from EquityZen2026-04-17
We look forward to continuing to support your investment journey!
A great place to invest in private…
A great place to invest in private equity
Reply from EquityZen2026-04-17
We look forward to helping you grow your portfolio!
Easy process and clear Fees
Easy process and clear Fees. Now with lowered fees it is even better
Reply from EquityZen2026-04-17
We love hearing that! We’ve been working hard to make our fees even more competitive, so it’s great to know that the change is making a positive impact on your experience.
I like the website and amount of…
I like the website and amount of details it provides. The support is not very good.
Reply from EquityZen2026-04-17
Thank you for the feedback. I’m glad you’re enjoying the level of detail on our website, but I’m genuinely sorry to hear that our support didn’t live up to those same standards. We’d love to make this right and learn more about where we fell short. Could you reach out to us at [email protected] so we can look into your case personally?
Supportive company
Great information, transaction processing, and support services.
Reply from EquityZen2026-04-17
Thank you so much for the kind words! We’re thrilled to hear that you’re finding our information and transaction processing helpful.
Process wasn't as difficult as I…
Process wasn't as difficult as I expected.
Reply from EquityZen2026-04-17
Thank you for the review, Becky!
. Very professi. Hard to find the wild west of private equity.f private equity a match maker.
Very professional
Reply from EquityZen2026-04-17
We appreciate you taking the time to share your experience!
The questions I needed to answer were…
The questions I needed to answer were straight forward, and my follow-up questions were also answered. Thank you for your service.
Reply from EquityZen2026-04-17
It’s great to hear our team was able to provide the answers you were looking for. Thanks for choosing us!
First Timer
Great customer service, fast response to my email questions. This was a first time experience for me . Everything went very smoothly. Highly recommend
Reply from EquityZen2026-04-17
That is exactly what we like to hear! Thanks for the review!
Good customer service
Customer service good.
Reply from EquityZen2026-04-17
Thank you so much, James!
Raaji Daniel is exceptional in guiding…
Raaji Daniel is exceptional in guiding me thru many EquityZen's offerings. He is very prompt, helpful and very knowledgable. He is great.
Reply from EquityZen2026-04-17
Thank you so much for the kind words! We’re thrilled to hear that Raajii provided such exceptional guidance. We pride ourselves on having a knowledgeable team to help navigate our offerings, and we'll be sure to pass your praise along to him personally!
Smooth and transparent process
Smooth and transparent process, great access to desirable companies!
Reply from EquityZen2026-04-17
Thank you for the 5-star review!
Excellent
Great prompt response and handling of questions and issues. Superb.
Reply from EquityZen2026-04-17
Thank you for the 5-star review!
Low Fees, Low Minimums and High Liquidity
Deals of all sizes, I love the express deals that close quickly
Reply from EquityZen2026-04-17
It’s great to hear that our Express Deals and responsive support team are hitting the mark for you. Thanks for being part of the community!
Very professional
Very professional. Low expense. No carry. The best available option for investing in pre-ipo stocks!
Reply from EquityZen2026-04-17
Thank you for the 5-star review!
Lost everything. I’m completely locked in
I’ve had a deeply disappointing experience with EquityZen. I invested a significant amount in shares of a private company through their platform. After holding the investment for years, EquityZen decided to stop supporting secondary transactions for that company. As a result, I have no ability to sell my position. The issue is that I’m completely locked in. I can’t exit the investment — not even at a steep discount, there is no mechanism available to do so because EquityZen chose to discontinue support for that company. The message I received was: “At this time you are not able to sell your investment. We will notify you if this changes in the future.” Effectively, my capital is frozen indefinitely. From my perspective, this has resulted in a total loss — not due to company performance, but due to platform limitations and unilateral decisions.
Reply from EquityZen2026-04-17
Thank you for the review. A registered representative from our team will reach out to you to address these issues directly. In the meantime, please feel free to contact us at [email protected] with any further questions.
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