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.

Pricing

Free Trial:
Free Trial available.

Integrations

API:
Yes, WealthBlock offers API access

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

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 Not Supported
Territory Management Not Supported
Asset Management Not Supported
Lead Management Not Supported
Account Alerts Not Supported
Team Assignments Not Supported
Expense Tracking Not Supported
Relationship Tracking Not Supported
Marketing Management Not Supported
Influence Tracking Not Supported

Investment Management

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
Fund Management Supported
Modeling & Simulation Supported
Commodities Not Supported
For Investors & Traders Not Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Investor Relations

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

Virtual Data Room

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Role-Based Permissions Supported
Secure Preview Supported
Procurement Management Not Supported
Project Management Not Supported

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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