About WealthBlock
WealthBlock is a company based in Chicago (United States) founded in 2018 by Trilliam Jeong.. WealthBlock has raised $250 thousand across 1 funding round. WealthBlock offers products and services including Investor CRM, Offering Studio, Subscription Builder, Workflow Builder, and Report Center. WealthBlock operates in a competitive market with competitors including Arch, BlueFlame, Data Points LLC and FollowInvest, among others.
- Headquarter Chicago, United States
- Founders Trilliam Jeong
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Sectors
Technology
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Phone
*********
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Website
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Social
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- Legal Name Wealthblock Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$250 K (USD)
in 1 rounds
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Latest Funding Round
$250 K (USD), Seed
Feb 12, 2021
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Investors
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Employee Count
Employee Count
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Products & Services of WealthBlock
WealthBlock offers a comprehensive portfolio of products and services, including Investor CRM, Offering Studio, Subscription Builder, Workflow Builder, and Report Center. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages investor relationships and data for funds
Promotes offerings and tracks engagement securely
Handles investor subscriptions and workflows
Automates investor onboarding and compliance tasks
Generates reports for monitoring and compliance
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Funding Insights of WealthBlock
WealthBlock has successfully raised a total of $250K through 1 strategic funding round. The most recent funding activity was a Seed round of $250 thousand completed in February 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $250,000
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First Round
First Round
(12 Feb 2021)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Feb, 2021 | Amount | Seed - WealthBlock | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by WealthBlock
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - WealthBlock
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthblock Comparisons
Competitors of WealthBlock
WealthBlock operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Arch, BlueFlame, Data Points LLC and FollowInvest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
A digital platform for administering private investments is provided.
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| domain | founded_year | HQ Location |
Generative AI platform for alternative investment managers
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| domain | founded_year | HQ Location |
Behavioral assessments for financial professionals are provided.
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| domain | founded_year | HQ Location |
Digital platform streamlining private equity operations and investor management services.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Wealthblock
Frequently Asked Questions about WealthBlock
When was WealthBlock founded?
WealthBlock was founded in 2018 and raised its 1st funding round 3 years after it was founded.
Where is WealthBlock located?
WealthBlock is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Who is the current CEO of WealthBlock?
Trilliam Jeong is the current CEO of WealthBlock. They have also founded this company.
Is WealthBlock a funded company?
WealthBlock is a funded company, having raised a total of $250K across 1 funding round to date. The company's 1st funding round was a Seed of $250K, raised on Feb 12, 2021.
What does WealthBlock do?
WealthBlock was founded in 2018 in Chicago, United States, as a white-labeled platform for capital raising. Support is provided to venture capital, private equity, private placement, investment banking, and broker-dealer firms. Private offerings are marketed to investors through the platform, covering Reg D, A, S, CF, debt, equity, and funds across multiple asset classes. Operations focus on facilitating compliant investor outreach in the financial sector.
Who are the top competitors of WealthBlock?
WealthBlock's top competitors include Arch, BlueFlame and Data Points LLC.
What products or services does WealthBlock offer?
WealthBlock offers Investor CRM, Offering Studio, Subscription Builder, Workflow Builder, and Report Center.