About WealthBlock
WealthBlock is a Technology company based in Chicago (United States) founded in 2018 by Trilliam Jeong. Capital raising is enabled via white-labeled platform for private markets. WealthBlock has raised $250 thousand across 1 funding round. Its chief executive, as recorded, is Trilliam Jeong. WealthBlock offers products and services including Investor CRM, Offering Studio, Subscription Builder, Workflow Builder, and Report Center. Its focus areas include FinTech, Investment Tech, Private Funds IT and Investor Management. Its legal entity is Wealthblock Inc. Its competitors include Arch, BlueFlame and Data Points LLC; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Chicago, United States
- Founders Trilliam Jeong
- SectorsTechnology
- Website wealthblock.ai
- Social LinkedIn X Facebook YouTube
- Legal Name Wealthblock Inc.
- Total Equity Funding$250K (USD)
in 1 rounds
- Latest Funding Round$250K (USD), Seed
Feb 2021
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
Apps and channels of WealthBlock
its YouTube channel WealthBlock.AI has 191 subscribers and 30 videos.
Videos from WealthBlock
The most watched videos on WealthBlock's YouTube channel, WealthBlock.AI (191 subscribers). Click a video to play it here.
More on WealthBlock.AI.
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 $250,000
- Total Rounds 1
- Last Round Seed — $250,000
- First Round $250,000
(Feb 2021)
All 1 funding rounds of WealthBlock with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2021 | $250,000 | Seed | – | – | – |
People of WealthBlock
5 people are tracked at WealthBlock (4 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Trilliam Jeong | Founder & CEO | Leadership |
Erika K. Marquez | Director Of Technical Services | Leadership |
Deji Jimoh | Chief Technology Officer / Co-founder | Leadership |
Trilliam J. | Co-founder & CEO | Leadership |
Douglas Fresh | Senior Software Engineer | Team |
Complete people profiles for WealthBlock
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of WealthBlock
2 dated milestones of WealthBlock across 3 years, from founding to its latest funding, stage changes and deals.
- Founded WealthBlock is founded.
- Funding First funding round of $250K.
Competitors of WealthBlock
WealthBlock has 3 listed competitors in our database, 2 of them funded. They include Arch, BlueFlame and Data Points LLC.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| arch.co | 2018 | New York, United States | $77.5M | A digital platform for administering private investments is provided. | ||
| blueflame.ai | 2023 | New York, United States | $5M | Generative AI platform for alternative investment managers | ||
| datapoints.com | 2005 | United States | Behavioral assessments for financial professionals are provided. |
Detailed competitors of WealthBlock
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of WealthBlock
The website of WealthBlock (wealthblock.ai) receives about 3.7K visits a month.
- Monthly visits3.7K
▲ 45.6% vs previous month
Websites whose visitors overlap most with WealthBlock. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| investory.io | 100% | 1.4K | #5,364,229 | View details | |
| ncino.com | 45% | 159.9K | #216,013 | View details | |
| foundercrate.com | 28% | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as WealthBlock (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about 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 CEO of WealthBlock, as recorded in our data. They have also founded this 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 2021.
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.
WealthBlock operates through Wealthblock Inc..