EquityZen

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 37,000 private placements completed across 400+ companies, EquityZen leads the way in delivering “Private Markets for the Public”.

Invest with EquityZen via Rocket Dollar

For those that may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA account or Solo 401(k), follow the instructions below.

Creating Your Account:

If you already have a Rocket Dollar account, you can use your IRA or Solo 401(k) account to start investing on EquityZen's site. If not, establishing a new Rocket Dollar retirement account is easy. Simply sign up online in under 10 minutes, and we'll get your account set up.

Getting Started on EquityZen:

Making an investment in any of EquityZen's opportunities is easy via a Rocket Dollar account. We'll guide you step-by-step on opening your Rocket Dollar account, getting it funded, and then investing directly in EquityZen's offerings.

Verify Accreditation and Open Rocket Dollar account. Verify your status as an accredited investor in order to participate in EquityZen opportunities. While you don't need to be accredited to open a Rocket Dollar account, EquityZen does require investors to be accredited.
Transfer an existing IRA or rollover an eligible 401(k) to your new Rocket Dollar account. Our team will work with you to fund your new Rocket Dollar account.
Browse Opportunities on EquityZen. Once you identify the investment you'd like to make, reserve your investment directly on EquityZen's platform, complete the required investment documents, and fund your investment from your Rocket Dollar account.

Priority support

Our account service team is available to answer any questions you may have, assist in funding your account or help you decide on the best account for you. Available via phone support or email, straight from your dashboard.

Manage your investments

Our suite of tools makes managing your investments easy. From tracking performance across asset classes to keeping track of investment documents, your account dashboard makes it simple, safe, and fast.

Transparent pricing

Our Self-Directed accounts are among the most affordable in the nation. Our pricing is simple and straightforward.

Tax advantages

Our accounts maintain the same tax treatment as a regular 401(k) or IRA. We make it quick and simple for you to access your money for EquityZen deals.