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…
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Pricing
WealthBlock
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
WealthBlock
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level 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.
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WealthBlock
Considered Both Products
WealthBlock
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Chose 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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
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.
