top of page
PNG-01-01-018 BB_edited.png

Investor Accreditation Certificate

We have created a revolutionary investor accreditation service - the first of its kind. Through our innovative process, aspiring private equity investors can now receive their accreditation faster and more effectively than ever before.

Advantages of Being Accredited

As an accredited investor, you have access to a wider range of investment opportunities that are not available to non-accredited investors. These investments can offer higher returns, lower fees, and greater diversification. Additionally, accredited investors are considered to have a higher level of financial sophistication, which can help them make better investment decisions. Finally, being an accredited investor may also allow individuals to participate in private equity and venture capital deals, which can provide the opportunity to invest in promising startups and potentially earn significant returns.

How Can Individuals Qualify as Accredited?

Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.

Financial Criteria

  • Net worth over $1 million, excluding the primary residence (individually or with spouse or partner)

  • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

Professional Criteria

  • Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)

  • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)

  • Any “family client” of a “family office” that qualifies as an accredited investor

  • For investments in a private fund, “knowledgeable employees” of the fund

How can entities qualify as accredited?

The Process

Apply Now

Get you Accredited Investor Application Started Today!

Thanks for submitting!

bottom of page