EquityZenReviews of equityzen.com

4.0389 reviews
Investments & Wealth
1 New York Plaza, 12th Floor, New York, New York

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EquityZen

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About EquityZen

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.”

EquityZen (equityzen.com) has 389 customer reviews on Five Star Index, with an average rating of 4.0 out of 5.

Also known as: equityzen.com
Website: equityzen.com
Category: Investments & Wealth
Location: New York, New York
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 71% of reviews.
Latest: Most recent review: October 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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More in Investments & Wealth, New York

Write a review

About EquityZen

EquityZen (equityzen.com) has 389 customer reviews on Five Star Index, with an average rating of 4.0 out of 5.

Also known as: equityzen.com
Website: equityzen.com
Category: Investments & Wealth
Location: New York, New York
Listed on Five Star Index: 2026

David

Apr 2, 2026

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 For me, funds would have needed to be withdrawn from those accounts, a taxable event, and then invested.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.

Response from EquityZenApr 17, 2026

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.