CB Insights vs. WealthBlock

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CB Insights
Score 7.8 out of 10
N/A
CB Insights is a tech market intelligence platform that analyzes data on venture capital, startups, patents, and other data to predict market trends.N/A
WealthBlock
Score 10.0 out of 10
Small Businesses (1-50 employees)
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…N/A
Pricing
CB InsightsWealthBlock
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CB InsightsWealthBlock
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$900 per installation
Additional DetailsWealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.
More Pricing Information
Community Pulse
CB InsightsWealthBlock
Best Alternatives
CB InsightsWealthBlock
Small Businesses
Dropbox DocSend
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Score 8.3 out of 10
Dropbox DocSend
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Score 8.3 out of 10
Medium-sized Companies
Dropbox DocSend
Dropbox DocSend
Score 8.3 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.3 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 7.6 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CB InsightsWealthBlock
Likelihood to Recommend
10.0
(4 ratings)
10.0
(1 ratings)
Support Rating
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
CB InsightsWealthBlock
Likelihood to Recommend
CB Insights
It is great for investment teams looking for new opportunities. Good for inside sales teams looking for well-funded clients.
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WealthBlock
Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.
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Pros
CB Insights
  • Transparency - lets me separate the hype from the reality.
  • Real-time intelligence-packed reporting. The graphs and metrics they provide along with their perspectives allow anyone to apply their own understanding and reproduce a nearly identical perspective.
  • Their daily e-newsletter is chock full of intelligence presented in such a fun and entertaining way, it makes you want to pay for it too!
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WealthBlock
  • Superior UI/UX. Our LPs and staff love it. Very intuitive.
  • Well thought out and integrated features and designs. Truly a one-stop solution.
  • Great customer service. Very responsive.
  • Fast deployment of new features and enhancement.
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Cons
CB Insights
  • Might only suggest more corporate events
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WealthBlock
  • Compared to other LP portals, it is not cheap.
  • As it's a new firm, time is needed to prove its performance consistency.
  • Rapid release of new features and enhancement requires more training.
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Support Rating
CB Insights
Very responsive and eager to maintain client relationships.
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WealthBlock
No answers on this topic
Alternatives Considered
CB Insights
Better Pricing & Better ROI !
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WealthBlock
WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.
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Return on Investment
CB Insights
  • Positive from the operational efficiency of getting this intelligence in a ‘breaking news’ format from this highly trusted resource.
  • Positive From the extensive, highly detailed reporting they do on both the markets that matter to us today, and those that are shifting so quickly that we should have them on our radar too.
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WealthBlock
  • Saved at least $50,000+ a year by replacing other disjointed tools
  • Dramatically improved our team productivity with a lot less human errors
  • With increased efficiency, our team is expected to take on a lot more investors
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ScreenShots

WealthBlock Screenshots

Screenshot of Platform home pageScreenshot of Platform dashboardScreenshot of Offering exampleScreenshot of Platform settingsScreenshot of CRMScreenshot of CRM account overview