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WealthBlock

WealthBlock

Overview

What is WealthBlock?

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…

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Learn from top reviewers

Innovative platform for PE, VC, and RE firms and brokers

Rating: 10 out of 10
October 16, 2021
Vetted ReviewVerified User
We use it as a one-stop solution to replace a list of tools we had (e.g., CRM, dataroom, file archive). It's used across a few teams to collaborate.
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Verified user
Director
WealthBlock1 year of experience
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Pricing

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WealthBlock

WealthBlock

N/A
Unavailable

What is WealthBlock?

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…

Entry-level set up fee?

  • $900 per installation
    Required

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

WealthBlock Webinar Demo

YouTube
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Product Details

What is WealthBlock?

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 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 Features

  • Supported: Security and Compliance: KYC / AML verification, accreditation checks, and secure storage of offering documents
  • Supported: Investor Communication: Email automation and the ability to send secure messages to investors, monitor portfolios, and provide investment reports
  • Supported: Capital Call & Payment Processing: Payment gateways, including ACH and acceptance of both Bitcoin and Ether
  • Supported: Engagement Analytics: AI powered analytics alerts you to investor interest to achieve maximum conversion
  • Supported: Referral Program: Integrated referral program transforms your users into promoters
  • Supported: Investor Engagement: Wow your investors with stunning offer pages, videos, news and more
  • Supported: APIs & Webhooks: In addition to our embedded platform features, you can leverage our API and webhook solutions to connect all the services you need to succeed.
  • Supported: CRM
  • Supported: Offer Builder & DIY Offer Launch
  • Supported: DIY Platform Launch
  • Supported: Self-configurable
  • Supported: Questionnaire Form Builder
  • Supported: E-Signature Template Builder
  • Supported: Distribution Network
  • Supported: Fund Admin Integration

WealthBlock Screenshots

Screenshot of Platform home pageScreenshot of Platform dashboardScreenshot of Offering exampleScreenshot of Platform settingsScreenshot of CRMScreenshot of CRM account overviewScreenshot of CRM documents tabScreenshot of Offering engagementScreenshot of Investor journey / Sales funnel (per offering)Screenshot of Investor portfolioScreenshot of Platform transactions

WealthBlock Video

WealthBlock Integrations

WealthBlock Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

WealthBlock Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)100%
Mid-Size Companies (51-500 employees)0%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(1)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Wealthblock is a versatile platform that offers a range of use cases for presenting private placement securities to qualified prospects. Users have reported positive experiences with the platform, which streamlines the subscription process and reduces the burden on clients and the team. The technologically advanced nature of Wealthblock allows for flexibility and continuous improvement, as the development team actively incorporates feedback from users to enhance the product. This responsiveness has garnered positive feedback from users, who appreciate that Wealthblock delivers on its promises and is open to suggestions for further improvement. The platform's robustness and user-friendliness make it an easy choice for presenting securities to potential investors.

One key use case of Wealthblock is improving communication with investors. The platform facilitates seamless interaction between issuers and investors, allowing for efficient collaboration and providing overall good service. Additionally, Wealthblock serves as a comprehensive one-stop solution, replacing multiple tools such as CRM, datarooms, and file archives. This consolidation improves efficiency by centralizing all necessary functionalities in one platform. Furthermore, Wealthblock's architecture allows for flexibility in configurations, enabling teams to tailor their workflows according to their specific needs. With its range of features and user-friendly interface, Wealthblock simplifies the management of private placement securities and enhances collaboration among different teams involved in the process.

Rapid Customer Support: Users appreciate the rapid responses they have received when reaching out to WealthBlock support for assistance with navigating the platform's extensive feature set. Several reviewers have praised the team's quick and helpful response, which has helped them resolve any issues or concerns in a timely manner.

Superior Crowdfunding Platform: Many users consider WealthBlock to be the best decision they could have made for their crowdfunding platform. After comparing all available alternatives, multiple reviewers found that WealthBlock was superior in all categories. This sentiment indicates that users highly value the features and functionality offered by WealthBlock compared to other platforms.

High-Quality Onboarding and Support Teams: The quality and professionalism of WealthBlock's onboarding and platform support teams are highly praised by users. Several reviewers commend the ease of integrating necessary third-party providers, which is unmatched in the market. This positive feedback highlights how users appreciate the expertise and assistance provided by WealthBlock's teams during their onboarding process and ongoing use of the platform.

Difficult Navigation: Some users have found the WealthBlock platform difficult to navigate, especially when they are new to the system. However, with time and practice, users tend to become more comfortable with using the platform.

Lack of Integration with Other Software: Several reviewers expressed a desire for WealthBlock to integrate with other software such as CRM systems and reporting software. This integration would improve their workflow and make it easier to manage their tasks efficiently.

Challenging Communication with Customer Success Team: One user mentioned that scheduling calls with the customer success team was challenging on WealthBlock. Although the team was responsive via email, arranging a call for a more in-depth conversation proved difficult.

Reviews

(1-1 of 1)
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Innovative platform for PE, VC, and RE firms and brokers

Rating: 10 out of 10
October 16, 2021
Verified User
Vetted Review
Verified User
WealthBlock
1 year of experience
Use Cases and Deployment Scope
We use it as a one-stop solution to replace a list of tools we had (e.g., CRM, dataroom, file archive). It's used across a few teams to collaborate.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
Most Important Features
  • Streamlined investor onboarding journey and sub doc e-signing
  • Integrated CRM, dataroom, payment and capital call flow, email marketing, bulk document upload/download
  • Engagement data analytics
Return on Investment
  • 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
Alternatives Considered
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.
Other Software Used
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