wealthblock.ai

600 N Broad Street, Suite 5 #3587, 19709, Middletown, United States
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5.00
Based on 2 Reviews

5

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About wealthblock.ai

WealthBlock is a fintech firm that built the industry's #1 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 streamlines processes and increases productivity by 10x. Currently, WealthBlock 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.AI LLC is listed in the FINRA Compliance Vendor Directory**

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Dylan D Gehlert
US

Great solution for to scale our capital… Great solution for to scale our capital raising and investor management. The platform comes with all the tools we would need in one place ( e.g. CRM,dataroom, questionnaire builder, email automation etc ). with these built-in tools, we got rid of or consolidated many other tools resulting in a great instant saving of time and money.

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Ling Kuo
US

Innovated platform for private investment This is truly a one-stop solution for private investment. We use it to replace many disjointed tools like CRM, data room, shared drive etc. People across multiple teams use this to collaborate seamlessly.

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