Democratizing capital markets: We’re experienced operators on a mission to digitize and improve the lives of participants in the private equity ecosystem. We bring together 100+ years of experience with fundraising, corporate transactions, technology development, securities law, and company operations from launch to IPO and beyond.Equity Shift is licensed broker-dealer regulated by FINRA, and operates an Alternative Trading System (ATS) regulated by the SEC. Our patented use of immutable ledger (a.k.a. blockchain) technology not only improves the fidelity of corporate data, but it also provides a standard of interoperability between private issuers and the ecosystem at-large.

Institutional sales: Full life-cycle fintech sales of custody and proprietary trading platform, including customized digital advice platforms, to Registered Investment Advisors (RIAs), Broker-Dealers, Credit Unions, Recordkeepers, TPAs, and Plans Sponsors. Established credibility and sustainable new business for Folio’s custody platform across 450+ buy/sell-side institutions. Launched Folio’s “Open-Architecture” defined contribution solution to RIAs, broker-dealers, sponsors, portfolio managers, and recordkeepers; enabling Folio to compete in a multi-trillion-dollar industry.