WealthBlock vs Juniper Square
More Than a Portal — A Platform for Investor Relationships
In private capital, every touchpoint with an investor shapes trust. While both WealthBlock and Juniper Square support investor management, only WealthBlock empowers you to elevate the full investor journey — from first interest to final distribution — with your brand leading the way.
Why Fund Managers Choose WealthBlock
Purpose-Built for the Complete Investor Lifecycle
WealthBlock: Covers acquisition, onboarding, engagement, and compliance — all modular, all in one place.
Juniper Square: Offers strong post-close tools but focuses more on administration than acquisition and nurture.
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Funds
In Investor Commitments
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.
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.