Wealth Connect
by Nasdaq Private Market
You earned your equity.
Now, grow your wealth.
Empowering you to make smarter financial decisions.
Connect with top wealth management and tax planning resources for free.
Invest funds from NPM liquidity events to earn interest and find new ways to generate tax savings.
Opportunities for growth
Preserve and build your wealth
with expert options
Explore trusted ways to put liquidity to work, from modern investing tools to personalized advisory support.
Find a Financial Advisor
Select NPM clients eligible
Match with independent financial advisors for expert advice.
- Connect with advisors well suited to meet your needs.
- Navigate the complexities of business and personal finances.
- Structure finances to fund life events and plan for wealth transfer.
Set Up a Robo Advisor Account
Available to all shareholders
Sign up for a robo-advisor or start DIY investing.
- Low fee, easy to use investment platform.
- Rebalancing, reinvesting and tax-loss harvesting.
- Build a portfolio based on your investment goals.
Open a High Yield Savings Account
Available to all shareholders
Enroll in a premium savings account with competitive APY.
- No fees. No minimum deposit. FDIC insured.
- Free same-day withdrawals and unlimited transfers.
- Monitor accounts online or in app
Select a Multi Family Office
Select NPM clients eligible
Consult an independent advisory firm to help find, and compare family office solutions.
- Manage family wealth across investments, planning and tax strategy.
- Leverage a team of professionals to tailor your investments.
- Manage equity awards and family governance.
meet your needs
Find a Financial Advisor
Advisors enable you to navigate liquidity events efficiently, offering advice for investments, tax, as well as estate planning. Through a premier wealth management platform, select from hundreds of advisors from independent firms that manage $100B+ AUM to help you achieve your goals.
How to select the right advisor
What to ask
a financial advisor
Choosing a financial advisor starts with defining your needs and then evaluating their fees, credentials, compatibility, and investment services. Book your free advisory consultation to learn more.
Fees
Always understand the fee structure. Fee-based advisors charge upfront fees but may also earn commissions. Fee-only advisors rely solely on fees – flat rates, hourly rates, or percentage-based on AUM.
Credentials
Ask about their experience, education, and track record. Research their background and request client references. Be wary of advisors who are reluctant to share this information.
Compatibility
Learn about the advisor’s investment philosophy and make sure it aligns with your goals. Always discuss risk preference to agree on an investment strategy.
Investment Services
Confirm advisor specializes in the services you need – investments, retirement planning, estate planning, tax advice and more.
Automate investing
Fund a Robo-Advisor account through one of our partners
An automated investing account simplifies long-term wealth building by managing risk, maximizing returns, and minimizing taxes, even during market fluctuations. Select your mix of funds, risk profile, and watch your wealth grow.
How to select the right advisor
What to expect
from your Robo-Advisor account?
Whether you’re investing for retirement, education, cash savings or something else, tailor your investments on your own – all online.
Personalize Your Portfolio
Customize your investments, selecting from funds and asset classes that match financial goals and risk tolerance.
Rebalancing
Automatically rebalance investments, selling ones that rise above your allocation target and buying more that fall below.
Reinvesting
Maximizing performance by reinvesting funds from dividend payments, interest payments and asset sales.
Tax-Loss Harvesting
Platform monitors your investments to offset your capital gains by claiming small losses, which can help lower your tax bill.
ONLINE SAVINGS
Open a high yield online savings account through a trusted partner
Start earning competitive APY from day one with no minimum deposit or credit check. Link your existing bank account for fast transfers, easy withdrawals, and simple mobile account management.
FAST ACCESS TO YOUR CASH
Why choose a high yield online
savings account
Earn more on idle cash while keeping your money accessible, flexible, and easy to manage.
Savings Goals
Build emergency funds, save for big purchases or earn interest on your retirement funds.
No Fees
Zero fees. Earn interest on your cash without paying fees to park and grow your money.
Easy Access
Takes just minutes to open an account online, unlimited withdrawals and transfers in and out of your account.
Earn Interest
Leverage a competitive interest rate on your cash and watch your money grow.
Personalized consulting
Select a multi family office
We connect you with experienced advisors who can help evaluate and compare family office solutions based on your goals. Get support across investments, financial planning, governance, and long term wealth strategy.
GUIDED SELECTION PROCESS
How to choose
the right multi family office
We help simplify a complex decision by guiding you through evaluation, introductions, and final selection based on your goals.
01
Educate
Learn how multi family offices work, what services they provide, and what to expect from the selection process.
02
Recommend
Private market pricing, data, and market intelligence tools for informed decision-making across the ecosystem
03
Meet
Connect with qualified firms, compare approaches, and evaluate which teams best match your requirements.
04
Select
Review your shortlist with confidence, gather final details, and move forward with the right partner.