Navatar vs. WealthBlock

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Navatar
Score 7.8 out of 10
N/A
Navatar is ta financial services cloud software of choice for alternative asset, asset management and wealth management firms from the company of the same name in New York. With over 600 clients across 35 countries, Navatar combines workflows for investor relations, deal management, virtual data rooms and company intelligence into one integrated cloud platform.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
NavatarWealthBlock
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
NavatarWealthBlock
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$900 per installation
Additional Details—WealthBlock'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
Best Alternatives
NavatarWealthBlock
Small Businesses
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Medium-sized Companies
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
NavatarWealthBlock
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
NavatarWealthBlock
Likelihood to Recommend
Navatar
No answers on this topic
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.
Read full review
Pros
Navatar
No answers on this topic
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.
Read full review
Cons
Navatar
No answers on this topic
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.
Read full review
Alternatives Considered
Navatar
No answers on this topic
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.
Read full review
Return on Investment
Navatar
No answers on this topic
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
Read full review
ScreenShots

WealthBlock Screenshots

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