WealthBlock vs Passthrough
Built for End-to-End LP Engagement, Not Just Document Automation
Passthrough streamlines subscription document execution and compliance tasks like KYC/AML and 31 CFR, enabling investors to complete onboarding efficiently.
WealthBlock offers a comprehensive, branded platform that empowers GPs to raise capital, automate onboarding, and engage LPs across asset classes, providing a holistic investor experience beyond document management.
Your Investor Experience Is Your Brand
WealthBlock: Custom, branded, and automated, built to scale relationships across the investor lifecycle
Passthrough: Document-focused automation, built for subscription execution and compliance, not full LP engagement.
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Funds
Subscribed Investors
In Investor Commitments
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.