WealthBlock logo — Capital raising simplified

WealthBlock

Capital raising simplified

Founded 2018 United States Chicago, United States 10 employees Total: $710.00K Blockchain, Financial Services +2

General Information

Company Name WealthBlock
Founded Year 2018
Location United States Chicago, United States
Founders / Decision Makers
Team member
Employees 10
Industries Blockchain, Financial Services, Fintech +1
Business Model SaaS, B2B, Platform
Revenue Model Subscription, Usage Based, Service Fee
Social

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About WealthBlock

WealthBlock, founded in 2018 and headquartered in the United States, is a promising player in the Blockchain, Financial Services, Fintech, and Information Technology sectors. Their core offering is a platform designed to enhance the operations of private investment firms. With a focused mantra of "Capital raising simplified", WealthBlock claims to significantly enhance the efficiency of complex workflows such as investor onboarding, deal presentation, and reporting.

The platform boasts integration capabilities that align with existing systems within firms, and results have shown a notable improvement with onboarding speeds increased by 5-10x and manual errors reduced by 90% across their 130+ client base. This impactful performance underlines the platform’s potential for scalability and adaptability.

The company received a $250.00K Seed Round investment on 12 February 2021, marking an important milestone in their growth path. This funding reflects investor confidence in their innovative approach and indicates a robust foundation for future traction and investment potential.

Business keywords: capital raising, investment management, private capital, crowdfunding, venture capital, behavioral science, private equity

Services & Products

Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations

Target Customers

General Partners (GPs) Private Fund Managers Venture Capital Firms Private Equity Firms Real Estate Investment Firms Asset Managers

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Early VC $460.00K -
01 Dec 2021
Seed $250.00K -
01 Feb 2021
Seed Undisclosed -
01 Aug 2019

WealthBlock Alternatives & Competitors

View All Alternatives
WealthBlock vs
Juniper Square
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944 employees
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WealthBlock vs
bunch
bunch Germany

Building the Backbone of Private Markets.

Series A
134 employees
Financial Services, Fintech
WealthBlock vs
Allocations
Allocations United States

Global fund administrator with 1,600+ private funds, $2.2bn+ in assets and 30,000+ HNW investors.

37 employees
Finance, Financial Services

FAQ About WealthBlock

Capital raising simplified
WealthBlock was founded in 2018.
WealthBlock is headquartered in Chicago, United States.
WealthBlock operates in Blockchain, Financial Services, Fintech and Information Technology. Its work centres on capital raising, investment management, private capital and crowdfunding. Its customers include General Partners (GPs), Private Fund Managers and Venture Capital Firms.
WealthBlock has a SaaS, B2B and Platform business model. Its revenue comes from Subscription, Usage Based and Service Fee.
WealthBlock has approximately 10 employees.
WealthBlock has completed 3 funding rounds, raising a total of $710.00K.
WealthBlock offers: Investor CRM, Offering Studio, Subscription Builder, Workflow Builder, Report Center, Service Integrations.
Top alternatives and competitors to WealthBlock include Juniper Square, bunch, Allocations, Fundwave, Accelex. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
WealthBlock and Juniper Square are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for WealthBlock, https://bouncewatch.com/company/wealthblock, updated 6 March 2026. When citing, please name BounceWatch and link this page.

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