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15 handpicked stocks

Private Market Stocks (Fintech Infrastructure)

Morgan Stanley's acquisition of EquityZen signals a growing trend of major financial institutions moving into private markets. This creates an investment opportunity in fintech companies that provide the infrastructure for trading and managing private company shares.

Author avatar

Han Tan | Market Analyst

Published on October 30

Your Basket's Financial Footprint

Market capitalisation breakdown for the basket named 'Wall Street's Private Market Play'. Total market cap and constituent market caps included.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking of broad-market performance, suggesting comparatively lower risk.
  • Use as a core portfolio holding for diversified exposure rather than a speculative, high-growth trade.
  • Expect steady, long-term appreciation rather than rapid, short-term explosive gains.
Total Market Cap
  • HOOD: $128.68B

  • SOFI: $37.22B

  • FIS: $32.13B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Morgan Stanley's acquisition of EquityZen signals a major shift as Wall Street recognises the value in private markets. As more companies stay private longer, major financial institutions are investing heavily in the technology and infrastructure needed to trade these assets. This creates opportunities for the fintech companies that build these essential platforms.

2

What You Need to Know

This group focuses on companies that provide the technological backbone for private market trading - from secondary trading platforms to data services and asset management software. These are the picks and shovels of the private market revolution, potentially benefiting as demand for private market access grows across institutional and retail investors.

3

Why These Stocks

Each company was selected for its role in building or operating the infrastructure that makes private market trading possible. From electronic marketplaces to brokerage platforms and fintech solutions, these stocks represent different ways to gain exposure to the structural shift towards private market investing that major banks are now embracing.

Why You'll Want to Watch These Stocks

🏦

Wall Street's New Frontier

Major banks like Morgan Stanley are making billion-dollar bets on private market infrastructure. This shift could create significant opportunities for the technology companies that power these platforms.

🚀

Private Market Boom

Companies are staying private longer than ever, creating a massive market for trading private shares. The fintech firms building this infrastructure could benefit as demand explodes.

First-Mover Advantage

These companies are building the picks and shovels for a structural shift in how capital markets work. Getting in early could mean capturing value as this trend accelerates across the financial industry.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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