TrustRadius: an HG Insights company

WealthBlock

Score10 out of 10

1 Reviews and Ratings

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.).
Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo

FAQs

Who uses WealthBlock?
The most common users of WealthBlock are from Small-Business.