Free your wealth. Now.
Collective is the new, smarter way to monetize your private company shares
Compare after-tax proceeds on $100 worth of shares
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Collective vs. Stock Sale
Exchange Loan
Brokered Stock Sale
Exchange Loan
Use your unicorn shares to obtain these benefits
Exchange shares for a stake in a diversified portfolio of unicorns, reducing your risk from over concentration.
Receive cash when you need it from a non-recourse Exchange Loan.
Save significantly on taxes with Collective's tax advantaged wealth management solutions.
The tools you need to free your wealth
Use your shares to access the wealth management solutions used by the smartest investors
Risk Reduction
Exchange Fund
Risk Reduction
Exchange Fund
Exchange your shares tax-free into the Exchange Fund, a diversified portfolio of leading unicorns
Liquidity
Exchange Loan*
Liquidity
Exchange Loan*
Access cash on demand with a non-recourse Exchange Loan
Option Exercise
Option Exercise Loan*
Option Exercise
Option Exercise Loan*
Finance the exercise of your stock options today
- NEW
Lifetime Income
Charitable Remainder Trust
Lifetime Income
Charitable Remainder Trust
Grow your assets tax-free while receiving annual cash distributions during your lifetime and reducing your taxes today
- COMING
SOONTax Savings
Donor Advised Fund
Tax Savings
Donor Advised Fund
Get an immediate tax deduction by using your shares to donate to your charities
Talk to a friendly Customer Service Representative to learn how these solutions can meet your specific needs.
Learn how Collective's solutions enable you to manage your risk and maximize your wealth
Success Stories
Our customers love Collective
Fast, efficient and professional
“I wanted to diversify my exposure to the startup I helped build as an early employee. I chose Collective Liquidity because their offer process was fast, efficient, professional, and transparent. I also worked in the hedge fund industry myself for many years. It was critical to trust the team. They really know what they're doing. I am very pleased with my decision and would (and have) absolutely recommend Collective Liquidity to others.”
Shareholder of Asapp
Collective Client
Customized solution
“Collective Liquidity was amazing! They made a complicated equity transaction happen quickly and smoothly. I couldn’t be more grateful for their positive, open, and transparent process. They really listened to my goals and together we came up with a creative solution to achieve those goals. Then they worked tirelessly to connect the dots and make it happen.“
Shareholder of Apollo Graph
Collective Client
Easy Diversification
“I chose Collective Liquidity because all of my private company stock was locked into a single company. Collective Liquidity offered an easy way to diversify my equity holdings, and at the same time giving me access to liquidity whenever I needed it. I got an offer immediately and their process was very straightforward. I've worked with other secondary share markets in the past and I can say Collective was the quickest and most painless experience. My Collective rep was very knowledgeable and managed the process for me every step of the way.”
Shareholder of Motive
Collective Client
Amazing customer service
“After I was impacted by a layoff, I was looking to monetize a portion of my vested options to reduce my risk. I found Collective Liquidity and never looked back. I really appreciated their liquidity calculator – it enabled me to really compare Collective’s offer with other options. The Collective team was extremely professional, efficient, and the process was simple and well-orchestrated.”
Shareholder of Dataminr
Collective Client
No capital gains tax
“After 5 years of working diligently at the same company I had accumulated meaningful value in stock options. However, the timing of a liquidity event was unclear and my inability to influence the outcome had me worried. The Collective Exchange Fund empowered me to take control over the situation by diversifying my over concentration without triggering a capital gains tax.”
Shareholder of Cerebras
Collective Client
Liquidity and continued upside
“In 2023, the tech market had a significant correction. I still believe in my company, but there is more risk now. I didn't want to sell all my pre-IPO shares and give up future upside, but I knew I needed to reduce my risk by diversifying. That's why I chose Collective Liquidity. I wasn't 100% ready to cash out, but I wanted to add some stability to my net worth. Collective enabled me to achieve both immediate cash and long term wealth creation.”
Shareholder of Outreach
Collective Client
Lower fees
“I needed to liquidate some of my private company stock to take care of family members. Collective was willing to purchase my shares without charging a broker fee. That meant that I kept a lot more of my sale proceeds. Plus, the process was quick and simple and incredibly smooth.”
Shareholder of Attentive
Collective Client
Exchange shares for a stake in Collective's growing portfolio of the most exciting unicorns
