Overview
What is WealthBlock?
WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor…
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Pricing
Entry-level set up fee?
- $900 per installationRequired
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
WealthBlock Webinar Demo
YouTube
Product Details
- About
- Integrations
- Tech Details
What is WealthBlock?
WealthBlock is a fintech firm that offers a white label private capital raising platform.
By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity.
The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the platform to market private offerings to investors including Reg D, A+, S, CF, debt, equity and funds across various asset classes (real estate, farmland, technology, cannabis, etc.).
WealthBlock Features
- Supported: Security and Compliance: KYC / AML verification, accreditation checks, and secure storage of offering documents
- Supported: Investor Communication: Email automation and the ability to send secure messages to investors, monitor portfolios, and provide investment reports
- Supported: Capital Call & Payment Processing: Payment gateways, including ACH and acceptance of both Bitcoin and Ether
- Supported: Engagement Analytics: AI powered analytics alerts you to investor interest to achieve maximum conversion
- Supported: Referral Program: Integrated referral program transforms your users into promoters
- Supported: Investor Engagement: Wow your investors with stunning offer pages, videos, news and more
- Supported: APIs & Webhooks: In addition to our embedded platform features, you can leverage our API and webhook solutions to connect all the services you need to succeed.
- Supported: CRM
- Supported: Offer Builder & DIY Offer Launch
- Supported: DIY Platform Launch
- Supported: Self-configurable
- Supported: Questionnaire Form Builder
- Supported: E-Signature Template Builder
- Supported: Distribution Network
- Supported: Fund Admin Integration
WealthBlock Screenshots
WealthBlock Video
Watch View a two-minute demo
WealthBlock Integrations
WealthBlock Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
WealthBlock Customer Size Distribution
Consumers | 0% |
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Small Businesses (1-50 employees) | 100% |
Mid-Size Companies (51-500 employees) | 0% |
Enterprises (more than 500 employees) | 0% |