WealthBlock vs. Delio
Built for Relationship-Driven Operations, Beyond Compliance Workflows
Delio Core OS is a configurable white-label private markets platform, designed primarily for institutional distribution workflows, deal connectivity, compliance automation, and portfolio reporting.
WealthBlock is purpose-built for private fund managers who need a modern, branded LP experience, featuring portfolio dashboards, AI-driven onboarding, CRM automation, and real-time engagement, to help raise capital and deepen LP trust across asset classes.
Your Investor Experience Is Your Brand
WealthBlock: Custom, branded, and automated, built for scalable LP relationships
Delio Core OS: Enterprise-grade and workflow-rich, but built for internal operations, not external investor experience
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Funds
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In Investor Commitments
Trusted by 140+ Investment Platforms
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The need for effective and efficient fundraising
Investors want a digital, tailored private fund experience, but manual processes and inadequate solutions make it hard for GPs to deliver. WealthBlock's AI-powered platform adapts to the unique needs of each GP to deliver a customized investor experience.
Acquiring, onboarding and retaining investors, simplified
WealthBlock’s AI-powered platform helps GPs elevate their investor experience, access new channels for capital, and improve operational efficiency.
Plug and Play
Get the most from your infrastructure with modular solutions.
Easy to Deploy
Deploy new funds within hours using a configurable workflow and AI.
GPs Come First
With Wealthlock you own your data and LP relationships.
Adaptable
WealthBlock allows you to personalize the experience.
Elevate every investor experience
Access new sources of capital, and realize operational efficiencies
More than 750 funds have raised more than $3B in capital from over 53,000 investors using WealthBlock. With our AI-powered platform, private fund managers in venture capital, private equity, and commercial real estate can elevate the investor experience, access new capital channels, and improve operational efficiency.