DealSquare gives dealers and their advisors the ability to efficiently post, analyze, share and subscribe to private market deals.
Advisors look to the private markets for superior returns and to help balance a client's portfolio.
However, access to quality deals in the market is fragmented, found by word-of-mouth and transacted using archaic technology.
Our B2B platform for financial professionals maximizes exposure to private market deals, offering advisors and their clients greater access to investment opportunities.
DealSquare enables Dealers to share private placement deal information with their advisors and other dealer firms.
DealSquare facilitates efficient investment processing and deal closing.
DealSquare enables electronic settlement into client accounts through NEO.