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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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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.
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
People of WealthBlock
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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.
Investments & Acquisitions by WealthBlock
Investment portfolio details for WealthBlock
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Financial Statements - WealthBlock
Detailed financials for WealthBlock
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Wealthblock Comparisons
Peer comparison for WealthBlock
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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A digital platform for administering private investments is provided.
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Generative AI platform for alternative investment managers
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| Locked | Locked | Locked |
Behavioral assessments for financial professionals are provided.
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Digital platform streamlining private equity operations and investor management services.
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Detailed competitors of WealthBlock
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Latest news on Wealthblock
Complete news archive for WealthBlock
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Frequently Asked Questions about WealthBlock
WealthBlock was founded in 2018 and raised its 1st funding round 3 years after it was founded.
WealthBlock is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Trilliam Jeong is the current CEO of WealthBlock. They have also founded this company.
WealthBlock is a funded company, having raised a total of $250K across 1 funding round to date.
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.
WealthBlock's top competitors include Arch, BlueFlame and Data Points LLC.
WealthBlock offers Investor CRM, Offering Studio, Subscription Builder, Workflow Builder, and Report Center.