Audience

VC, PE, Real Estate Investment Firms, Wealth Management Firms, Funding Portals, Broker Dealers

About WealthBlock

WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits:

1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc.
2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication.
3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.

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Pricing

Free Trial:
Free Trial available.

Integrations

API:
Yes, WealthBlock offers API access
See Integrations

Ratings/Reviews - 1 User Review

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5
More Reviews Write a Review

Company Information

WealthBlock
Founded: 2018
United States
wealthblock.ai/

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

WealthBlock Frequently Asked Questions

Q: What kinds of users and organization types does WealthBlock work with?
Q: What languages does WealthBlock support in their product?
Q: What kind of support options does WealthBlock offer?
Q: What other applications or services does WealthBlock integrate with?
Q: Does WealthBlock have an API?
Q: What type of training does WealthBlock provide?
Q: Does WealthBlock offer a free trial?
Q: What pricing for support is available for WealthBlock?
Q: What pricing for training is available for WealthBlock?

WealthBlock Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
Fund Management
Modeling & Simulation
Commodities
For Investors & Traders
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Role-Based Permissions
Secure Preview
Procurement Management
Project Management

WealthBlock Verified User Reviews

Write a Review
  • Olumide A.
    Legal Practitioner
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "INABILITY TO LOGIN OR RESET MY PASSWORD "

    Posted 2025-04-22

    Pros: I don't like the website any longer because I couldn't login into my portal or reset my password. Am not happy that I cannot access find too.

    Cons: I am an investor on the website since 2018. Lately, I don't like the website any longer because I couldn't login into my portal or reset my password.

    I have sent several messages to them but they failed to attend to my complaint up till now.

    Overall: My experience with the website is terrible as I couldn't login to my portal let alone access my investments.

    Read More...
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