WealthBlock
PrivateLast Round
Seed
Feb 12, 2021
Total Funding Raised
$350,000
Company Overview
WealthBlock is a fintech company that provides an AI-powered, white-label platform for private fund managers to streamline investor onboarding, capital raising, and investor relations.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Workflow Automation, CRM, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthBlock Comparables
Compare WealthBlock with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vessel | 88% | |
| Eleven Platform, Inc. | 87% | |
| The Trellis Platform | 84% | |
WealthBlock Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Feb 12, 2021 | ||||
| Accelerator | Aug 19, 2019 |
Key People
Founding team and executive leadership
WealthBlock Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Human Capital Development, LLC | Seed |
| Holt Xchange | Seed, Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 12, 2021
$250K round with Holt Xchange and Human Capital Development.
WealthBlock Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about WealthBlock's valuation, stock price, and market status.