Collective Launches Compass, the AI Platform Built to Research, Plan and Execute in the Private Market

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Collective. (2026, September 14). Collective launches Compass, the AI platform built to research, plan and execute in the private market. PR Newswire. https://www.prnewswire.com/news-releases/collective-launches-compass-the-ai-platform-built-to-research-plan-and-execute-in-the-private-market-302877204.html

Collective launched Compass, an artificial intelligence platform designed to help financial advisors understand, plan for, and act on their clients' pre-IPO equity.
Compass integrates research capabilities covering thousands of private companies, planning tools that generate client-specific exit scenarios, tax modeling, and wealth strategy recommendations, and execution services spanning stock sales, loans, option exercises, exchange funds, and charitable strategies.
The platform maintains advisor and client confidentiality until a counterparty is selected.
Compass was selected from hundreds of applicants for demonstration at the Future Proof Festival's AI Demo Drop.
The U.S. private market now includes more than 900 unicorns valued at approximately $6 trillion compared with 10 in 2010, and the median timeframe from company founding to IPO has extended to about 14 years.
Many employees and founders hold substantial paper wealth in private companies that remains difficult to value, plan around, or convert into liquid diversified portfolios.
Compass is available free to financial advisors for a limited time, with the first 100 registrants at collectivecompass.ai receiving lifetime promotional pricing.

Knote: I am not 100% sure this needs to be "AI", but they were on the main stage at Future Proof and private stock liquidity and planning is a hot topic