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Collective Liquidity
Collective Liquidity, Inc. specializes in offering liquidity solutions for employees holding equity in private companies. The company maintains corporate operations with addresses in San Luis Obispo, California, and New York, United States.
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Collective Liquidity at a glance
Collective Liquidity is a financial services company headquartered in United States. It has raised at least $15.9M across the 3 funding rounds on record. Its most recent funding round raised $900,000 in February 2025. Xcout tracks 17 named people at Collective Liquidity, including Greg Brogger (CEO & Co-founder).
Collective Liquidity leadership
- Greg BroggerCEO & Co-founder
- Gregory BroggerChief Executive Officer
- Erika McKiernanCFO & Co-founder
- Shay FinkelsteinCTO & Co-founder
- Ankit MisraChief Investment Officer
- Cyndi RodriguezAdvisor & Co-founder
11 more named people on record for Collective Liquidity, with roles, board committees and tenure — see the full roster →
Collective Liquidity funding rounds
At least $15.9M raised across the 3 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $900,000 | — | |
| Series A | $12M | 1 named | |
| Seed | $3M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
Collective Liquidity competitors
A few of Collective Liquidity's closest competitors — see the full list of competitors and alternatives →
Forge operates a private securities marketplace that facilitates the buying and selling of pre-IPO company shares for individual and institutional investors, employees, and private companies. The platform provides trading tools, private market data and pricing solutions, indexes, employee liquidity programs, and self-directed IRA services.
Aption is a financial technology and investment advisory firm founded in 2022 and headquartered in Scottsdale, Arizona, that provides equity pooling solutions.
Otis Wealth, Inc. is a financial technology and alternative investment platform headquartered in New York City. The company operates a fractional investment platform that allows retail investors to buy and sell shares in culturally significant alternative assets, such as collectibles and contemporary art. Incorporated in Delaware, Otis provides mobile applications and financial services designed to democratize access to asset classes traditionally reserved for institutional investors.
Click IPO Holdings, LLC provides access to U.S. new issue investment products, including initial public offerings (IPOs), unit investment trusts (UITs), and closed-end funds (CEFs). The company offers a calendar tool that tracks upcoming stocks and notifies users when offerings become available or public.
Cambridge Associates Holdings, Inc. is a global investment firm that builds and manages custom investment portfolios for institutional investors, private clients, and family offices. The company provides outsourced chief investment officer (OCIO) services, investment advisory, and asset class mandates across traditional and alternative investments such as private equity, venture capital, and credit.
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More on Collective Liquidity in Xcout Intel
- 17 named people with titles, LinkedIn and board committees
- 3 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access