Webull Expands Private Market Access Through New SPV Investment Offering

In partnership with Monark Markets, eligible accredited investors can access late-stage private companies through the Webull platform

Webull, an online investment platform, announced the launch of a new private markets solution to give eligible customers exposure to late-stage private companies. Through a partnership with Monark Markets, accredited investors can use the Webull platform to invest directly in special purpose vehicles (SPVs) sponsored by Monark Capital Management LLC, an affiliated exempt reporting adviser, and supported by Monark Markets’ private markets infrastructure.

The launch represents Webull’s entry into private markets through a curated SPV framework intended to democratize investment exposure to late-stage private companies that have historically been available primarily to institutional investors and high-net-worth individuals.

Webull’s new private markets solution is built around investor demand. Eligible accredited investors can use the Webull platform to indicate interest in certain late-stage private companies, which helps inform Monark’s sourcing. When sufficient interest is identified, a new opportunity is sourced, and a SPV is established to hold the investment. Investment and funding are handled through the Webull platform. The result is a seamless path from interest to investment, organized around the private companies that investors want exposure to.

“Private markets have become an increasingly important part of how companies create value, yet investment opportunities have remained limited for many investors,” said Anthony Denier, Group President and U.S. CEO of Webull. “This launch reflects our continued effort to broaden access for eligible investors by connecting them with private market opportunities in a structured way, directly within the Webull platform.”

“Monark is proud to support the launch of Webull’s private markets SPV platform,” said Ben Haber, CEO of Monark Markets. “Webull is helping advance the convergence of private markets and traditional brokerage by working to expand access for eligible accredited investors to private companies within their brokerage app. Through Monark’s private markets infrastructure, Webull users can access private market opportunities through a streamlined experience.”

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Key features of this new private markets solution include:

• Limited-purpose SPVs: each vehicle is designed to provide direct, focused exposure to one late-stage private company.
• Demand-driven sourcing: investor indications of interest help Monark determine which opportunities are pursued; indications of interest are non-binding and are not a commitment to invest.
• Eligibility: available only to investors who qualify as accredited investors and satisfy applicable eligibility requirements.
• Platform integration: subscription and funding are facilitated through the Webull platform.
• Limited participation: access to each SPV is limited to no more than 99 eligible investors.

The launch is designed to broaden access to a segment of the market where significant company growth can occur prior to public listing, while maintaining the eligibility and offering requirements that apply under applicable securities laws. It reflects Webull’s broader strategy to expand its investment offerings beyond traditional public securities for its customers.

SPVs are coming soon to all qualifying users. To access SPVs, users must download the latest version of the Webull app from the App Store.

Important risk information: Investments in private securities are speculative and involve a high degree of risk, including the loss of the entire investment. Risks include, among others: illiquidity and the absence of any public trading market; significant transfer restrictions; limited information and reporting rights; valuation uncertainty; concentration risk arising from exposure to a single private company; potential dilution; and fees and expenses that will reduce returns. These investments are suitable only for eligible investors who can bear the loss of their entire investment. Past performance is not indicative of future results.

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