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© All Rights Reserved. ApplyBlast.com
Investx
The role supports the growth of InvestX's U.S. broker‑dealer distribution channel by prospecting, cold‑calling, and building relationships with wealth‑management firms to generate qualified opportunities and expand the national accounts pipeline. The associate works closely with the National Accounts Lead, manages outreach activities in Salesforce, and helps move prospects through due‑diligence and platform approval processes.
Headquarters
Vancouver, British Columbia, Canada
Company Size
11-50 employees
Founded
2014
InvestX is an asset manager that provides investors and the wealth management industry with access to private markets by enabling investment in pre‑IPO companies. It offers both single‑company and multi‑position fund vehicles that let clients gain targeted or diversified exposure to late‑stage private opportunities. Positioned as a bridge between private companies and financial advisors/investors, InvestX focuses on delivering curated investment solutions for accessing pre‑IPO growth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Investx.
109% above the average for this role