Fund Sales, Marketing & IR Technology

WealthBlock

Chicago
9 employees

WealthBlock provides capital raising software solutions for venture capital, private equity, real estate, and other asset managers.

The platform’s functionality includes an investor portal / data room for prospects and investors, a CRM, and investor engagement tracking and automated follow-up tools.

The platform also offers digital investor onboarding, e-signing and investor reporting.

WealthBlock's clients include 130+ investment platforms with 300+ funds.

Last checked or updated:
5/24/2024

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