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Digital Digest: The Latest Tech News – WealthBlock
Editorial Staff
30 July 2024
WealthBlock, a US-headquartered platform for capital raising, investment marketing and investor management for global asset managers, has gone through a major upgrade, it announced this week. The firm is registered in Middletown, Delaware.
The platform has modernized investor onboarding, marketing and reporting functions.
Founded in 2018, WealthBlock has served more than 150 asset managers, helped them to onboard more than 15,000 investors, and raised more than $4 billion in capital.
The firm’s white labeled platform is designed for growth-oriented global asset managers, as well as venture capital, private equity, and real estate firms. It automates, tracks, and simplifies subscription documents and eliminates, it says, error-prone practices that require a firm’s investors to fill in data manually.
WealthBlock, which says it can set up a firm’s investor workflows in under 30 minutes, works with fund administrators and compliance teams to ensure consistency across records and filings.