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.
Published on October 30
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.
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.
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.
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.
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.
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.
Market capitalisation breakdown for the basket named 'Wall Street's Private Market Play'. Total market cap and constituent market caps included.
HOOD: $128.68B
SOFI: $37.22B
FIS: $32.13B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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ROBINHOOD MARKETS INC
HOOD
Current Price
$112.17
This company operates a popular financial services platform that provides retail investors with access to trading in stocks, options, and other assets...
This company operates a popular financial services platform that provides retail investors with access to trading in stocks, options, and other assets, fitting the theme of expanding market access.
SOFI TECHNOLOGIES INC
SOFI
Current Price
$18.85
This company offers a suite of digital financial services, including investing and lending, which aligns with the broader trend of technology-driven c...
This company offers a suite of digital financial services, including investing and lending, which aligns with the broader trend of technology-driven changes in financial markets.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+222.55%
On average, analysts expect assets in this group to grow 222.55% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
