EquityZen vs Compound Planning

EquityZen is the marketplace for investing in or selling shares of Pre-IPO companies*. For more than 10 years, EquityZen has committed to and delivered on our mission - Private Markets for the Public. Join 800,000+ subscribers and access a $500B+ market for pre-IPO companies shaping the future! Why EquityZen? 1. Established Network From curated investment offerings to deep relationships with 450+ established startups, our clients refer their friends and return to our marketplace again and again 2. Deep Data and Insights Exclusive private market data and insights to make informed decisions, backed by a dedicated research team and 10-years of secondary market activity 3. Purpose-Built Technology Award-winning investment platform delivering secure, compliant and fully-streamlined processes that provide access to a market once uniquely available to institutional investors 4. User-Friendly Experience Intuitive, personalized interface and guidance from private market specialists helps you enter the market with confidence --- *Disclosures Investments in pre-IPO companies are through EquityZen funds (special purpose investment vehicles that will own the shares of single or multiple companies) that are illiquid investments for which sale is restricted, for which buyers may not be readily found, and which have risks, including the risk of loss. You must be an accredited investor to invest in EquityZen funds. There can be no assurance that any private company will go public or be acquired, or that any IPO or acquisition will result in a successful investment. EquityZen and logo are trademarks of EquityZen Inc. Screenshots display a representation of a fictional investor's view and not real offerings

Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to find. Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money. If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone. If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts. Key features: → 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more. → Net Worth Monitoring: Your personal balance sheet updates automatically as account values change. → Document Vault: Store your financial, tax, and estate documents in one secure place. → Full Visibility: Every account, every holding, every liability — clearly organized. → Bank-Level Security: Your data is encrypted and protected at every step. The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times. Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser. Learn more at https://compoundplanning.com Disclosures: https://legal.compoundplanning.com/ Terms of Service: https://legal.compoundplanning.com/terms-of-service Privacy Policy: https://legal.compoundplanning.com/privacy-policy Compound currently supports US financial institutions.