EquityZen vs. Total Plan Manager Comparison


EquityZen	Total Plan Manager MSCI
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EquityZen	Total Plan Manager
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EquityZen: About EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares.	Total Plan Manager: About Total Plan Manager is portfolio management and analytics software for institutional investors overseeing private-market programs. It consolidates data on funds, separately managed accounts and investments to help teams monitor holdings, commitments, cash flows, exposures, performance, risk and liquidity. Users can analyze performance and attribution, model scenarios, forecast cash flows, plan allocations and create reports for investment committees and stakeholders. The platform serves asset owners and investment teams, including family offices, endowments, foundations and corporate pension plans. Its analytics support oversight across private equity, venture capital, real estate, infrastructure, private credit and hedge funds, as well as manager monitoring and investment planning. Centralized data management provides a common view for portfolio monitoring, allocation decisions and reporting on private assets.
EquityZen: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Total Plan Manager: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
EquityZen: Audience Accredited investors and private company shareholders who want to trade and access pre-IPO private equity opportunities through a structured online marketplace	Total Plan Manager: Audience Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
EquityZen: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Total Plan Manager: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
EquityZen: API Offers API Not Supported	Total Plan Manager: API Offers API Supported
EquityZen: Screenshots and Videos View more images or videos	Total Plan Manager: Screenshots and Videos No images available
EquityZen: Pricing No information available. Free Version Not Supported Free Trial Not Supported	Total Plan Manager: Pricing No information available. Free Version Not Supported Free Trial Not Supported
EquityZen: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Total Plan Manager: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

EquityZen: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Total Plan Manager: Training Documentation Not Supported Webinars Supported Live Online Not Supported In Person Not Supported
EquityZen: Company Information EquityZen Founded: 2013 United States equityzen.com	Total Plan Manager: Company Information MSCI Founded: 1998 United States www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
EquityZen: Alternatives Republic	Total Plan Manager: Alternatives Vidrio
EquityZen: PreIPO	Total Plan Manager: Backstop Backstop Solutions Group
EquityZen: EquityNet 5.0 out of 5 stars	Total Plan Manager: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
EquityZen: Qapita 1.0 out of 5 stars	Total Plan Manager: Solovis
EquityZen: Seedrs View All	Total Plan Manager: Dasseti View All
EquityZen: Categories Crowdfunding Supported	Total Plan Manager: Categories Investment Management Supported

EquityZen: Integrations Claude Supported Azure Databricks Supported ChatGPT Not Supported Claude Duet Supported Claude for Legal Supported Grok Supported Groq Supported Hivemind Supported Kraken Supported Lambda Supported Lattice for Command & Control Supported MSCI Not Supported Microsoft Excel Not Supported Model Context Protocol (MCP) Not Supported OpenAI Supported Perplexity Supported Quantinuum Nexus Supported Shield AI Supported Stripe Supported Show More Integrations View All 15 Integrations	Total Plan Manager: Integrations Claude Supported Azure Databricks Not Supported ChatGPT Supported Claude Duet Not Supported Claude for Legal Not Supported Grok Not Supported Groq Not Supported Hivemind Not Supported Kraken Not Supported Lambda Not Supported Lattice for Command & Control Not Supported MSCI Supported Microsoft Excel Supported Model Context Protocol (MCP) Supported OpenAI Not Supported Perplexity Not Supported Quantinuum Nexus Not Supported Shield AI Not Supported Stripe Not Supported Show More Integrations View All 5 Integrations
EquityZen: Claim EquityZen and update features and information Claim EquityZen and update features and information	Total Plan Manager: Claim Total Plan Manager and update features and information Claim Total Plan Manager and update features and information