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.
Product | Rating | Most Used By | Product Summary | Starting Price |
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WealthBlock | 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 |
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Editions & Modules | No answers on this topic | ||||||||||
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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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Considered Both Products | WealthBlock |
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Small Businesses | Dropbox DocSend Score 8.8 out of 10 |
Medium-sized Companies | Dropbox DocSend Score 8.8 out of 10 |
Enterprises | S&P Capital IQ Score 7.8 out of 10 |
All Alternatives | View all alternatives |
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Likelihood to Recommend | 10.0 (1 ratings) |
WealthBlock | |
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Likelihood to Recommend | WealthBlock |
Pros | WealthBlock |
Cons | WealthBlock |
Alternatives Considered | WealthBlock |
Return on Investment | WealthBlock |
ScreenShots | WealthBlock Screenshots |