WealthBlock vs InvestNext

Beyond Real Estate. Beyond Admin.
Welcome to Scalable Investor Relationships.

If you’re a private fund manager building long-term LP relationships, not just issuing checks, you need more than a portal. You need a platform that elevates every interaction. InvestNext is a solid choice for small real estate shops focused on basic distributions and updates.WealthBlock is built for GPs managing diverse investor types, raising capital across strategies, and demanding a fully branded, customizable, and growth-oriented investor experience.

Your Investor Experience is Your Brand

WealthBlock: Custom, branded, and automated, built to scale relationships.

InvestNext: Basic white-label portal, built to deliver updates.

Schedule a Demo

We'll unpack what you need and provide a solution!

750
+

Funds

$4B

In Investor Commitments

53000

Subscribed Investors

Trusted by 140+ Investment Platforms

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.

Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Investor CRM
Offering Studio
Subscription Builder
Workflow Builder
Report Center
Service Integrations
Learn more
Learn more
Learn more
Learn more
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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.

750
+

Funds

$4B

In Investor Commitments

53000

Subscribed Investors