How WealthBlock Complements Affinity with a Scalable Investor Experience
Affinity maps relationships. WealthBlock turns them into commitments.
Affinity helps you identify warm intros and track conversations, great for sourcing and relationship intelligence. But it stops short when it's time to onboard LPs, deliver updates, and manage investor experiences.
WealthBlock fills that gap.
A branded investor experience layer that turns early interest into invested capital with automated onboarding, personalized dashboards, and real-time engagement tools.
Your Investor Experience Is Your Edge
WealthBlock: Branded, automated, and scalable, built to convert relationships.
Affinity: Relationship intelligence, built to source, not onboard or engage LPs.
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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.